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