Files
sure/app/models/provider/enable_banking_adapter.rb
Alessio Cappa dd461faf84 feat: Allow account linking for Enable Banking accounts (#428)
* feat: Allow account linking for Enable Banking accounts

* fix: Typo in function name

* fix: naming issue

* fix: Add missing Enable Banking route

* feat: Add ability to link Enable Banking when adding a new account

* Mispelling

* fix: typo in method call

* fix: typo in column name

* Review suggestions

* Linter noise

* Small copy changes to avoid mobile UI blowout

* Provider generator (#364)

* Move provider config to family

* Update schema.rb

* Add provier generator

* Add table creation also

* FIX generator namespace

* Add support for global providers also

* Remove over-engineered stuff

* FIX parser

* FIX linter

* Some generator fixes

* Update generator with fixes

* Update item_model.rb.tt

* Add missing linkable concern

* Add missing routes

* Update adapter.rb.tt

* Update connectable_concern.rb.tt

* Update unlinking_concern.rb.tt

* Update family_generator.rb

* Update family_generator.rb

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Move docs under API related folder

* Rename Rails generator doc

* Light edits to LLM generated doc

* Small Lunch Flow config panel regressions.

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Skip generators autoloading (#430)

* Include Enable Banking items in Syncer (#434)

* feat: Include Enable Banking items in Syncer

* feat: include only active Enable Banking accounts

* Fix budgets page UI (#427)

* fix: Budget UI improvements

* feat: Reduce padding for sub-categories

* fix: Adjust padding for sub-category arrow

* Revert "feat: Reduce padding for sub-categories"

This reverts commit 7516c5a8e0.

* Revert "fix: Adjust padding for sub-category arrow"

This reverts commit ebc82542cf.

* fix: adjust padding for sub-categories

* fix: Add padding to uncategorized budget

* fix: Remove unnecessary HTML tag

* feat: Add translation keys for budgeted/actual

* feat(lang): add all brazilian portuguese translations (#416)

* feat(lang): add all brazilian portuguese translations

* feat: update pt-BR errors on translation

* fix: atualizar fix base

* feat: add reports translations

* feat: finish translation to brazilian portuguese

* fix: add to supported locales

* fix: number of translations

* fix: errors on translations

* fix: error on rubocop lint

---------

Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>

* Add exclude transaction rule action (#437)

* Initial plan

* Add ExcludeTransaction rule action executor with tests

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Copy clarification

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Preparing for v0.6.6-alpha.3

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* fix: remove account_id clearing for Enable Banking accounts

* fix: Remove unexisting available_balance attribute and rename variable for consistency

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Marcon Neves <marconwillian@icloud.com>
Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-12-12 11:19:50 +01:00

92 lines
2.5 KiB
Ruby

class Provider::EnableBankingAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
# Register this adapter with the factory
Provider::Factory.register("EnableBankingAccount", self)
# Define which account types this provider supports
def self.supported_account_types
%w[Depository CreditCard]
end
# Returns connection configurations for this provider
def self.connection_configs(family:)
return [] unless family.can_connect_enable_banking?
[ {
key: "enable_banking",
name: "Enable Banking",
description: "Connect to your bank via Enable Banking",
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.new_enable_banking_item_path(
accountable_type: accountable_type
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_enable_banking_items_path(
account_id: account_id
)
}
} ]
end
def provider_name
"enable_banking"
end
# Build an EnableBanking provider instance with family-specific credentials
# @param family [Family] The family to get credentials for (required)
# @return [Provider::EnableBanking, nil] Returns nil if credentials are not configured
def self.build_provider(family: nil)
return nil unless family.present?
# Get family-specific credentials
enable_banking_item = family.enable_banking_items.where.not(client_certificate: nil).first
return nil unless enable_banking_item&.credentials_configured?
Provider::EnableBanking.new(
application_id: enable_banking_item.application_id,
client_certificate: enable_banking_item.client_certificate
)
end
def sync_path
Rails.application.routes.url_helpers.sync_enable_banking_item_path(item)
end
def item
provider_account.enable_banking_item
end
def can_delete_holdings?
false
end
def institution_domain
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["domain"]
end
def institution_name
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["name"] || metadata["aspsp_name"] || item&.aspsp_name
end
def institution_url
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["url"] || item&.institution_url
end
def institution_color
item&.institution_color
end
end