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1b8b21760b
* First pass of Akahu * fix up sync all * conflicts * fix db migration issue? - fix auto selection of akahu account type * Address Akahu PR feedback * Complete provider metadata * Fix PR 1921 CI tests * PR feedback * PR feedback * post merge --------- Co-authored-by: failing <failing@users.noreply.github.com> Co-authored-by: Juan José Mata <jjmata@jjmata.com> Co-authored-by: sure-admin <sure-admin@splashblot.com>
68 lines
2.8 KiB
Ruby
68 lines
2.8 KiB
Ruby
class ProviderMerchant < Merchant
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", akahu: "akahu", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury", brex: "brex", indexa_capital: "indexa_capital", sophtron: "sophtron" }
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validates :name, uniqueness: { scope: [ :source ] }
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validates :source, presence: true
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# Convert this ProviderMerchant to a FamilyMerchant for a specific family.
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# Only affects transactions belonging to that family.
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# Returns the newly created FamilyMerchant.
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def convert_to_family_merchant_for(family, attributes = {})
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transaction do
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family_merchant = family.merchants.create!(
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name: attributes[:name].presence || name,
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color: attributes[:color].presence || FamilyMerchant::COLORS.sample,
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website_url: attributes[:website_url].presence || website_url
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)
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scope = family.transactions.where(merchant_id: id)
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# Protect the manual reassignment from being reverted on the next
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# provider sync (issue #1977). Must run before the merchant_id update.
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Entry.mark_user_modified_for_transactions!(scope)
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# Update only this family's transactions to point to new merchant
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scope.update_all(merchant_id: family_merchant.id)
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family_merchant
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end
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end
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# Generate logo URL from website_url using BrandFetch, if configured.
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def generate_logo_url_from_website!
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if website_url.present? && Setting.brand_fetch_client_id.present?
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domain = extract_domain(website_url)
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size = Setting.brand_fetch_logo_size
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update!(logo_url: "https://cdn.brandfetch.io/#{domain}/icon/fallback/lettermark/w/#{size}/h/#{size}?c=#{Setting.brand_fetch_client_id}")
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elsif website_url.blank?
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update!(logo_url: nil)
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end
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end
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# Unlink from family's transactions (set merchant_id to null).
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# Does NOT delete the ProviderMerchant since it may be used by other families.
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# Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked".
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def unlink_from_family(family)
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scope = family.transactions.where(merchant_id: id)
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# Protect the manual unlink from being reverted on the next provider sync
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# (issue #1977). Must run before the merchant_id is nulled.
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Entry.mark_user_modified_for_transactions!(scope)
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scope.update_all(merchant_id: nil)
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# Track that this merchant was unlinked from this family
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association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self)
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association.update!(unlinked_at: Time.current)
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end
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private
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def extract_domain(url)
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normalized_url = url.start_with?("http://", "https://") ? url : "https://#{url}"
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URI.parse(normalized_url).host&.sub(/\Awww\./, "")
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rescue URI::InvalidURIError
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url.sub(/\Awww\./, "")
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end
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end
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