Files
sure/app/models/provider/simplefin_adapter.rb
soky srm 226207e2f7 Provider optimisation (#375)
* Implement a provider configured account type

* Fix for SimpleFIN

* FIX tests and linter
2025-11-24 19:52:34 +01:00

88 lines
2.1 KiB
Ruby

class Provider::SimplefinAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
# Register this adapter with the factory
Provider::Factory.register("SimplefinAccount", 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_simplefin?
[ {
key: "simplefin",
name: "SimpleFIN",
description: "Connect to your bank via SimpleFIN",
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.new_simplefin_item_path(
accountable_type: accountable_type
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_simplefin_items_path(
account_id: account_id
)
}
} ]
end
def provider_name
"simplefin"
end
def sync_path
Rails.application.routes.url_helpers.sync_simplefin_item_path(item)
end
def item
provider_account.simplefin_item
end
def can_delete_holdings?
false
end
def institution_domain
org_data = provider_account.org_data
return nil unless org_data.present?
domain = org_data["domain"]
url = org_data["url"] || org_data["sfin-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 SimpleFin account #{provider_account.id}: #{url}")
end
end
domain
end
def institution_name
org_data = provider_account.org_data
return nil unless org_data.present?
org_data["name"] || item&.institution_name
end
def institution_url
org_data = provider_account.org_data
return nil unless org_data.present?
org_data["url"] || org_data["sfin-url"] || item&.institution_url
end
def institution_color
item&.institution_color
end
end