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* 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 commit7516c5a8e0. * Revert "fix: Adjust padding for sub-category arrow" This reverts commitebc82542cf. * 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>
92 lines
2.5 KiB
Ruby
92 lines
2.5 KiB
Ruby
class Provider::EnableBankingAdapter < Provider::Base
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include Provider::Syncable
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include Provider::InstitutionMetadata
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# Register this adapter with the factory
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Provider::Factory.register("EnableBankingAccount", self)
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# Define which account types this provider supports
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def self.supported_account_types
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%w[Depository CreditCard]
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end
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# Returns connection configurations for this provider
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def self.connection_configs(family:)
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return [] unless family.can_connect_enable_banking?
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[ {
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key: "enable_banking",
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name: "Enable Banking",
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description: "Connect to your bank via Enable Banking",
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can_connect: true,
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new_account_path: ->(accountable_type, return_to) {
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Rails.application.routes.url_helpers.new_enable_banking_item_path(
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accountable_type: accountable_type
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)
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},
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existing_account_path: ->(account_id) {
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Rails.application.routes.url_helpers.select_existing_account_enable_banking_items_path(
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account_id: account_id
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)
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}
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} ]
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end
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def provider_name
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"enable_banking"
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end
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# Build an EnableBanking provider instance with family-specific credentials
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# @param family [Family] The family to get credentials for (required)
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# @return [Provider::EnableBanking, nil] Returns nil if credentials are not configured
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def self.build_provider(family: nil)
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return nil unless family.present?
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# Get family-specific credentials
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enable_banking_item = family.enable_banking_items.where.not(client_certificate: nil).first
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return nil unless enable_banking_item&.credentials_configured?
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Provider::EnableBanking.new(
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application_id: enable_banking_item.application_id,
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client_certificate: enable_banking_item.client_certificate
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)
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end
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def sync_path
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Rails.application.routes.url_helpers.sync_enable_banking_item_path(item)
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end
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def item
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provider_account.enable_banking_item
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end
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def can_delete_holdings?
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false
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end
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def institution_domain
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metadata = provider_account.institution_metadata
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return nil unless metadata.present?
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metadata["domain"]
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end
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def institution_name
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metadata = provider_account.institution_metadata
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return nil unless metadata.present?
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metadata["name"] || metadata["aspsp_name"] || item&.aspsp_name
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end
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def institution_url
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metadata = provider_account.institution_metadata
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return nil unless metadata.present?
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metadata["url"] || item&.institution_url
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end
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def institution_color
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item&.institution_color
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end
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end
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