Files
sure/lib/generators/provider/family/templates/controller.rb.tt

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# frozen_string_literal: true
class <%= class_name %>ItemsController < ApplicationController
ALLOWED_ACCOUNTABLE_TYPES = %w[Depository CreditCard Investment Loan OtherAsset OtherLiability Crypto Property Vehicle].freeze
before_action :set_<%= file_name %>_item, only: [ :show, :edit, :update, :destroy, :sync, :setup_accounts, :complete_account_setup ]
def index
@<%= table_name %> = Current.family.<%= table_name %>.ordered
end
def show
end
def new
@<%= file_name %>_item = Current.family.<%= table_name %>.build
end
def edit
end
def create
@<%= file_name %>_item = Current.family.<%= table_name %>.build(<%= file_name %>_item_params)
@<%= file_name %>_item.name ||= "<%= class_name %> Connection"
if @<%= file_name %>_item.save
if turbo_frame_request?
flash.now[:notice] = t(".success", default: "Successfully configured <%= class_name %>.")
@<%= table_name %> = Current.family.<%= table_name %>.ordered
render turbo_stream: [
turbo_stream.replace(
"<%= file_name %>-providers-panel",
partial: "settings/providers/<%= file_name %>_panel",
locals: { <%= file_name %>_items: @<%= table_name %> }
),
*flash_notification_stream_items
]
else
redirect_to settings_providers_path, notice: t(".success"), status: :see_other
end
else
@error_message = @<%= file_name %>_item.errors.full_messages.join(", ")
if turbo_frame_request?
render turbo_stream: turbo_stream.replace(
"<%= file_name %>-providers-panel",
partial: "settings/providers/<%= file_name %>_panel",
locals: { error_message: @error_message }
), status: :unprocessable_entity
else
redirect_to settings_providers_path, alert: @error_message, status: :unprocessable_entity
end
end
end
def update
if @<%= file_name %>_item.update(<%= file_name %>_item_params)
if turbo_frame_request?
flash.now[:notice] = t(".success", default: "Successfully updated <%= class_name %> configuration.")
@<%= table_name %> = Current.family.<%= table_name %>.ordered
render turbo_stream: [
turbo_stream.replace(
"<%= file_name %>-providers-panel",
partial: "settings/providers/<%= file_name %>_panel",
locals: { <%= file_name %>_items: @<%= table_name %> }
),
*flash_notification_stream_items
]
else
redirect_to settings_providers_path, notice: t(".success"), status: :see_other
end
else
@error_message = @<%= file_name %>_item.errors.full_messages.join(", ")
if turbo_frame_request?
render turbo_stream: turbo_stream.replace(
"<%= file_name %>-providers-panel",
partial: "settings/providers/<%= file_name %>_panel",
locals: { error_message: @error_message }
), status: :unprocessable_entity
else
redirect_to settings_providers_path, alert: @error_message, status: :unprocessable_entity
end
end
end
def destroy
@<%= file_name %>_item.destroy_later
redirect_to settings_providers_path, notice: t(".success", default: "Scheduled <%= class_name %> connection for deletion.")
end
def sync
unless @<%= file_name %>_item.syncing?
@<%= file_name %>_item.sync_later
end
respond_to do |format|
format.html { redirect_back_or_to accounts_path }
format.json { head :ok }
end
end
# Collection actions for account linking flow
def preload_accounts
# Trigger a sync to fetch accounts from the provider
<%= file_name %>_item = Current.family.<%= file_name %>_items.first
unless <%= file_name %>_item&.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
<%= file_name %>_item.sync_later unless <%= file_name %>_item.syncing?
redirect_to select_accounts_<%= file_name %>_items_path(accountable_type: params[:accountable_type], return_to: params[:return_to])
end
def select_accounts
@accountable_type = params[:accountable_type]
@return_to = params[:return_to]
<%= file_name %>_item = Current.family.<%= file_name %>_items.first
unless <%= file_name %>_item&.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
@<%= file_name %>_accounts = <%= file_name %>_item.<%= file_name %>_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.order(:name)
end
def link_accounts
<%= file_name %>_item = Current.family.<%= file_name %>_items.first
unless <%= file_name %>_item&.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_api_key")
return
end
selected_ids = params[:selected_account_ids] || []
if selected_ids.empty?
redirect_to select_accounts_<%= file_name %>_items_path, alert: t(".no_accounts_selected")
return
end
accountable_type = params[:accountable_type] || "Depository"
created_count = 0
already_linked_count = 0
invalid_count = 0
<%= file_name %>_item.<%= file_name %>_accounts.where(id: selected_ids).find_each do |<%= file_name %>_account|
# Skip if already linked
if <%= file_name %>_account.account_provider.present?
already_linked_count += 1
next
end
# Skip if invalid name
if <%= file_name %>_account.name.blank?
invalid_count += 1
next
end
# Create Sure account and link
link_<%= file_name %>_account(<%= file_name %>_account, accountable_type)
created_count += 1
rescue => e
Rails.logger.error "<%= class_name %>ItemsController#link_accounts - Failed to link account: #{e.message}"
end
if created_count > 0
<%= file_name %>_item.sync_later unless <%= file_name %>_item.syncing?
redirect_to accounts_path, notice: t(".success", count: created_count)
else
redirect_to select_accounts_<%= file_name %>_items_path, alert: t(".link_failed")
end
end
def select_existing_account
@account = Current.family.accounts.find(params[:account_id])
@<%= file_name %>_item = Current.family.<%= file_name %>_items.first
unless @<%= file_name %>_item&.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
@<%= file_name %>_accounts = @<%= file_name %>_item.<%= file_name %>_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.order(:name)
end
def link_existing_account
account = Current.family.accounts.find(params[:account_id])
<%= file_name %>_item = Current.family.<%= file_name %>_items.first
unless <%= file_name %>_item&.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_api_key")
return
end
<%= file_name %>_account = <%= file_name %>_item.<%= file_name %>_accounts.find(params[:<%= file_name %>_account_id])
if <%= file_name %>_account.account_provider.present?
redirect_to account_path(account), alert: t(".provider_account_already_linked")
return
end
<%= file_name %>_account.ensure_account_provider!(account)
<%= file_name %>_item.sync_later unless <%= file_name %>_item.syncing?
redirect_to account_path(account), notice: t(".success", account_name: account.name)
end
def setup_accounts
@unlinked_accounts = @<%= file_name %>_item.unlinked_<%= file_name %>_accounts.order(:name)
if @unlinked_accounts.empty?
redirect_to accounts_path, notice: t(".all_accounts_linked")
end
end
def complete_account_setup
account_configs = params[:accounts] || {}
if account_configs.empty?
redirect_to setup_accounts_<%= file_name %>_item_path(@<%= file_name %>_item), alert: t(".no_accounts")
return
end
created_count = 0
skipped_count = 0
account_configs.each do |<%= file_name %>_account_id, config|
next if config[:account_type] == "skip"
<%= file_name %>_account = @<%= file_name %>_item.<%= file_name %>_accounts.find_by(id: <%= file_name %>_account_id)
next unless <%= file_name %>_account
next if <%= file_name %>_account.account_provider.present?
accountable_type = infer_accountable_type(config[:account_type], config[:subtype])
account = create_account_from_<%= file_name %>(<%= file_name %>_account, accountable_type, config)
if account&.persisted?
<%= file_name %>_account.ensure_account_provider!(account)
<%= file_name %>_account.update!(sync_start_date: config[:sync_start_date]) if config[:sync_start_date].present?
created_count += 1
else
skipped_count += 1
end
rescue => e
Rails.logger.error "<%= class_name %>ItemsController#complete_account_setup - Error: #{e.message}"
skipped_count += 1
end
if created_count > 0
@<%= file_name %>_item.sync_later unless @<%= file_name %>_item.syncing?
redirect_to accounts_path, notice: t(".success", count: created_count)
elsif skipped_count > 0 && created_count == 0
redirect_to accounts_path, notice: t(".all_skipped")
else
redirect_to setup_accounts_<%= file_name %>_item_path(@<%= file_name %>_item), alert: t(".creation_failed", error: "Unknown error")
end
end
private
def set_<%= file_name %>_item
@<%= file_name %>_item = Current.family.<%= table_name %>.find(params[:id])
end
def <%= file_name %>_item_params
params.require(:<%= file_name %>_item).permit(
:name,
:sync_start_date<% parsed_fields.each do |field| %>,
:<%= field[:name] %><% end %>
)
end
def link_<%= file_name %>_account(<%= file_name %>_account, accountable_type)
accountable_class = validated_accountable_class(accountable_type)
account = Current.family.accounts.create!(
name: <%= file_name %>_account.name,
balance: <%= file_name %>_account.current_balance || 0,
currency: <%= file_name %>_account.currency || "USD",
accountable: accountable_class.new
)
<%= file_name %>_account.ensure_account_provider!(account)
account
end
def create_account_from_<%= file_name %>(<%= file_name %>_account, accountable_type, config)
accountable_class = validated_accountable_class(accountable_type)
accountable_attrs = {}
# Set subtype if the accountable supports it
if config[:subtype].present? && accountable_class.respond_to?(:subtypes)
accountable_attrs[:subtype] = config[:subtype]
end
Current.family.accounts.create!(
name: <%= file_name %>_account.name,
balance: config[:balance].present? ? config[:balance].to_d : (<%= file_name %>_account.current_balance || 0),
currency: <%= file_name %>_account.currency || "USD",
accountable: accountable_class.new(accountable_attrs)
)
end
def infer_accountable_type(account_type, subtype = nil)
case account_type&.downcase
when "depository"
"Depository"
when "credit_card"
"CreditCard"
when "investment"
"Investment"
when "loan"
"Loan"
when "other_asset"
"OtherAsset"
when "other_liability"
"OtherLiability"
when "crypto"
"Crypto"
when "property"
"Property"
when "vehicle"
"Vehicle"
else
"Depository"
end
end
def validated_accountable_class(accountable_type)
unless ALLOWED_ACCOUNTABLE_TYPES.include?(accountable_type)
raise ArgumentError, "Invalid accountable type: #{accountable_type}"
end
accountable_type.constantize
end
end