Files
sure/app/models/mercury_account.rb
Clayton 1191d9f7d8 feat: scope Mercury account uniqueness to mercury_item (#1032)
* feat: scope Mercury account uniqueness to mercury_item

* feat: extend to all other providers

* fix: add uniqueness test

* fix: lint

* fix: test

* fix: coderabbit comment

* fix: coderabbit comment

* fix: coderabbit comment

* fix: update

* fix: lint

* fix: update

* fix: update
2026-03-19 15:17:55 +01:00

68 lines
2.2 KiB
Ruby

class MercuryAccount < ApplicationRecord
include CurrencyNormalizable, Encryptable
# Encrypt raw payloads if ActiveRecord encryption is configured
if encryption_ready?
encrypts :raw_payload
encrypts :raw_transactions_payload
end
belongs_to :mercury_item
# New association through account_providers
has_one :account_provider, as: :provider, dependent: :destroy
has_one :account, through: :account_provider, source: :account
has_one :linked_account, through: :account_provider, source: :account
validates :name, :currency, presence: true
validates :account_id, uniqueness: { scope: :mercury_item_id }
# Helper to get account using account_providers system
def current_account
account
end
def upsert_mercury_snapshot!(account_snapshot)
# Convert to symbol keys or handle both string and symbol keys
snapshot = account_snapshot.with_indifferent_access
# Map Mercury field names to our field names
# Mercury API fields: id, name, currentBalance, availableBalance, status, type, kind,
# legalBusinessName, nickname, routingNumber, accountNumber, etc.
account_name = snapshot[:nickname].presence || snapshot[:name].presence || snapshot[:legalBusinessName].presence
update!(
current_balance: snapshot[:currentBalance] || snapshot[:current_balance] || 0,
currency: "USD", # Mercury is US-only, always USD
name: account_name,
account_id: snapshot[:id]&.to_s,
account_status: snapshot[:status],
provider: "mercury",
institution_metadata: {
name: "Mercury",
domain: "mercury.com",
url: "https://mercury.com",
account_type: snapshot[:type],
account_kind: snapshot[:kind],
legal_business_name: snapshot[:legalBusinessName],
available_balance: snapshot[:availableBalance]
}.compact,
raw_payload: account_snapshot
)
end
def upsert_mercury_transactions_snapshot!(transactions_snapshot)
assign_attributes(
raw_transactions_payload: transactions_snapshot
)
save!
end
private
def log_invalid_currency(currency_value)
Rails.logger.warn("Invalid currency code '#{currency_value}' for Mercury account #{id}, defaulting to USD")
end
end