Files
sure/app/controllers/accounts_controller.rb
soky srm 4fb0a3856e Providers factory (#250)
* Implement providers factory

* Multiple providers sync support

- Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced
- Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility
- Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync
TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex
- Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.)

* Add generic provider_import_adapter

* Finish unified import strategy

* Update app/models/plaid_account.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>

* Update app/models/provider/factory.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>

* Fix account linked by plaid_id instead of external_id

* Parse numerics to BigDecimal

Parse numerics to BigDecimal before computing amount; guard nils.

Avoid String * String and float drift; also normalize date.

* Fix incorrect usage of assert_raises.

* Fix linter

* Fix processor test.

* Update current_balance_manager.rb

* Test fixes

* Fix plaid linked account test

* Add support for holding per account_provider

* Fix proper account access

Also fix account deletion for simpefin too

* FIX match tests for consistency

* Some more factory updates

* Fix account schema for multipe providers

  Can do:
  - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers)
  - Account #2 → PlaidAccount only
  - Account #3 → SimplefinAccount only

  Cannot do:
  - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type)
  - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts)

* Fix account setup

- An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type])
  - Each provider should maintain its own separate entries
  - We should NOT update one provider's entry when another provider syncs

* Fix linter and guard migration

* FIX linter issues.

* Fixes

- Remove duplicated index
- Pass account_provider_id
- Guard holdings call to avoid NoMethodError

* Update schema and provider import fix

* Plaid doesn't allow holdings deletion

* Use ClimateControl for proper env setup

* No need for this in .git

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-10-28 19:32:27 +01:00

85 lines
2.3 KiB
Ruby

class AccountsController < ApplicationController
before_action :set_account, only: %i[sync sparkline toggle_active show destroy]
include Periodable
def index
@manual_accounts = family.accounts.manual.alphabetically
@plaid_items = family.plaid_items.ordered
@simplefin_items = family.simplefin_items.ordered
render layout: "settings"
end
def sync_all
family.sync_later
redirect_to accounts_path, notice: "Syncing accounts..."
end
def show
@chart_view = params[:chart_view] || "balance"
@tab = params[:tab]
@q = params.fetch(:q, {}).permit(:search)
entries = @account.entries.search(@q).reverse_chronological
@pagy, @entries = pagy(entries, limit: params[:per_page] || "10")
@activity_feed_data = Account::ActivityFeedData.new(@account, @entries)
end
def sync
unless @account.syncing?
if @account.linked?
# Sync all provider items for this account
# Each provider item will trigger an account sync when complete
@account.account_providers.each do |account_provider|
item = account_provider.adapter&.item
item&.sync_later if item && !item.syncing?
end
else
# Manual accounts just need balance materialization
@account.sync_later
end
end
redirect_to account_path(@account)
end
def sparkline
etag_key = @account.family.build_cache_key("#{@account.id}_sparkline", invalidate_on_data_updates: true)
# Short-circuit with 304 Not Modified when the client already has the latest version.
# We defer the expensive series computation until we know the content is stale.
if stale?(etag: etag_key, last_modified: @account.family.latest_sync_completed_at)
@sparkline_series = @account.sparkline_series
render layout: false
end
end
def toggle_active
if @account.active?
@account.disable!
elsif @account.disabled?
@account.enable!
end
redirect_to accounts_path
end
def destroy
if @account.linked?
redirect_to account_path(@account), alert: "Cannot delete a linked account"
else
@account.destroy_later
redirect_to accounts_path, notice: "Account scheduled for deletion"
end
end
private
def family
Current.family
end
def set_account
@account = family.accounts.find(params[:id])
end
end