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