Files
sure/app/models/provider/lunchflow_adapter.rb
LPW e9dbf5f4e7 Fix Broken Account Re-linking Feature (#469)
* 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>
2025-12-20 21:18:55 +01:00

107 lines
2.9 KiB
Ruby

class Provider::LunchflowAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
# Register this adapter with the factory
Provider::Factory.register("LunchflowAccount", self)
# Define which account types this provider supports
def self.supported_account_types
%w[Depository CreditCard Loan Investment]
end
# Returns connection configurations for this provider
def self.connection_configs(family:)
return [] unless family.can_connect_lunchflow?
[ {
key: "lunchflow",
name: "Lunch Flow",
description: "Connect to your bank via Lunch Flow",
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.select_accounts_lunchflow_items_path(
accountable_type: accountable_type,
return_to: return_to
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_lunchflow_items_path(
account_id: account_id
)
}
} ]
end
def provider_name
"lunchflow"
end
# Build a Lunch Flow provider instance with family-specific credentials
# Lunchflow is now fully per-family - no global credentials supported
# @param family [Family] The family to get credentials for (required)
# @return [Provider::Lunchflow, nil] Returns nil if API key is not configured
def self.build_provider(family: nil)
return nil unless family.present?
# Get family-specific credentials
lunchflow_item = family.lunchflow_items.where.not(api_key: nil).first
return nil unless lunchflow_item&.credentials_configured?
Provider::Lunchflow.new(
lunchflow_item.api_key,
base_url: lunchflow_item.effective_base_url
)
end
def sync_path
Rails.application.routes.url_helpers.sync_lunchflow_item_path(item)
end
def item
provider_account.lunchflow_item
end
def can_delete_holdings?
false
end
def institution_domain
# Lunch Flow may provide institution metadata in account data
metadata = provider_account.institution_metadata
return nil unless metadata.present?
domain = metadata["domain"]
url = metadata["url"]
# Derive domain from URL if missing
if domain.blank? && url.present?
begin
domain = URI.parse(url).host&.gsub(/^www\./, "")
rescue URI::InvalidURIError
Rails.logger.warn("Invalid institution URL for Lunch Flow account #{provider_account.id}: #{url}")
end
end
domain
end
def institution_name
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["name"] || item&.institution_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