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76dc91377c
* FIX logos * Implement merchant mods * FIX confirm issue * FIX linter * Add recently seen merchants to re-add if needed * Update merge.html.erb * FIX do security check * Add error handling for update failures.
37 lines
1.5 KiB
Ruby
37 lines
1.5 KiB
Ruby
class ProviderMerchant < Merchant
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats" }
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validates :name, uniqueness: { scope: [ :source ] }
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validates :source, presence: true
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# Convert this ProviderMerchant to a FamilyMerchant for a specific family.
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# Only affects transactions belonging to that family.
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# Returns the newly created FamilyMerchant.
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def convert_to_family_merchant_for(family, attributes = {})
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transaction do
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family_merchant = family.merchants.create!(
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name: attributes[:name].presence || name,
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color: attributes[:color].presence || FamilyMerchant::COLORS.sample,
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logo_url: logo_url,
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website_url: website_url
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)
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# Update only this family's transactions to point to new merchant
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family.transactions.where(merchant_id: id).update_all(merchant_id: family_merchant.id)
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family_merchant
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end
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end
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# Unlink from family's transactions (set merchant_id to null).
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# Does NOT delete the ProviderMerchant since it may be used by other families.
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# Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked".
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def unlink_from_family(family)
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family.transactions.where(merchant_id: id).update_all(merchant_id: nil)
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# Track that this merchant was unlinked from this family
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association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self)
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association.update!(unlinked_at: Time.current)
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end
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end
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