Files
sure/app/models/provider/wise_adapter.rb
xBlaz3kx 237146a914 feat(wise): add Wise integration with JAR savings account and activity support
- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor)
- Detect income vs expense using targetAccount == recipientId from borderless accounts API
- Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype
- Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE)
- Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records
- Add provider connection status registration, routes, views, and i18n
- Add migration for wise_items and wise_accounts tables
- Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
2026-07-09 22:58:15 +02:00

97 lines
2.5 KiB
Ruby

# frozen_string_literal: true
class Provider::WiseAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
Provider::Factory.register("WiseAccount", self)
def self.supported_account_types
%w[Depository]
end
def self.connection_configs(family:)
return [] unless family.can_connect_wise?
wise_items = family.wise_items.active.ordered
return [ connection_config_for(nil) ] if wise_items.empty?
wise_items.map { |item| connection_config_for(item) }
end
def provider_name
"wise"
end
def self.build_provider(family: nil, wise_item_id: nil)
return nil unless family.present?
item = resolve_wise_item(family, wise_item_id)
return nil unless item&.credentials_configured?
Provider::Wise.new(item.token.to_s.strip, base_url: Rails.configuration.x.wise.base_url)
end
def sync_path
Rails.application.routes.url_helpers.sync_wise_item_path(item)
end
def item
provider_account.wise_item
end
def can_delete_holdings?
false
end
def institution_name
"Wise"
end
def institution_domain
"wise.com"
end
def institution_url
"https://wise.com"
end
def institution_color
"#9FE870"
end
def self.connection_config_for(wise_item)
path_params = ->(extra = {}) do
wise_item.present? ? extra.merge(wise_item_id: wise_item.id) : extra
end
{
key: wise_item.present? ? "wise_#{wise_item.id}" : "wise",
name: wise_item.present? ? I18n.t("wise_items.provider_connection.name", name: wise_item.name) : I18n.t("wise_items.provider_connection.default_name"),
description: wise_item.present? ? I18n.t("wise_items.provider_connection.description", name: wise_item.name) : I18n.t("wise_items.provider_connection.default_description"),
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.select_accounts_wise_items_path(
path_params.call(accountable_type: accountable_type, return_to: return_to)
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_wise_items_path(
path_params.call(account_id: account_id)
)
}
}
end
private_class_method :connection_config_for
def self.resolve_wise_item(family, wise_item_id)
if wise_item_id.present?
return family.wise_items.active.find_by(id: wise_item_id)
end
family.wise_items.active.ordered.first
end
private_class_method :resolve_wise_item
end