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* Update SimpleFIN relinking flow and enhance duplicate account handling - Updated logic to allow relinking of SimpleFIN accounts while preserving legacy mappings. - Introduced clean-up logic to hide orphaned duplicate accounts after relinking. - Enhanced UI to display current mappings for linked accounts. - Improved test coverage for relinking scenarios and SimpleFIN account visibility. * Localize SimpleFIN account selection messages and remove hardcoded text - Added translations for user-facing messages in `select_existing_account` flow (`pt-BR` and `en` locales). - Replaced hardcoded strings in the view with localized keys. * Localize Enable Banking and SimpleFIN account linking messages; add support for investment accounts. - Added translations for Enable Banking and SimpleFIN account linking flows. - Updated views and controllers to replace hardcoded strings with localized keys. - Introduced support for investment accounts in `Provider::LunchflowAdapter`. - Enhanced relinking logic for SimpleFIN accounts and improved test coverage for related scenarios. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
107 lines
2.9 KiB
Ruby
107 lines
2.9 KiB
Ruby
class Provider::LunchflowAdapter < 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("LunchflowAccount", 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 Loan Investment]
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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_lunchflow?
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[ {
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key: "lunchflow",
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name: "Lunch Flow",
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description: "Connect to your bank via Lunch Flow",
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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.select_accounts_lunchflow_items_path(
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accountable_type: accountable_type,
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return_to: return_to
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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_lunchflow_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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"lunchflow"
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end
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# Build a Lunch Flow provider instance with family-specific credentials
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# Lunchflow is now fully per-family - no global credentials supported
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# @param family [Family] The family to get credentials for (required)
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# @return [Provider::Lunchflow, nil] Returns nil if API key is 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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lunchflow_item = family.lunchflow_items.where.not(api_key: nil).first
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return nil unless lunchflow_item&.credentials_configured?
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Provider::Lunchflow.new(
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lunchflow_item.api_key,
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base_url: lunchflow_item.effective_base_url
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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_lunchflow_item_path(item)
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end
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def item
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provider_account.lunchflow_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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# Lunch Flow may provide institution metadata in account data
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metadata = provider_account.institution_metadata
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return nil unless metadata.present?
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domain = metadata["domain"]
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url = metadata["url"]
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# Derive domain from URL if missing
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if domain.blank? && url.present?
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begin
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domain = URI.parse(url).host&.gsub(/^www\./, "")
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rescue URI::InvalidURIError
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Rails.logger.warn("Invalid institution URL for Lunch Flow account #{provider_account.id}: #{url}")
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end
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end
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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"] || item&.institution_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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