Files
sure/app/models/provider_merchant.rb
soky srm 76dc91377c Merchants improvements (#594)
* 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.
2026-01-09 19:38:04 +01:00

37 lines
1.5 KiB
Ruby

class ProviderMerchant < Merchant
enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats" }
validates :name, uniqueness: { scope: [ :source ] }
validates :source, presence: true
# Convert this ProviderMerchant to a FamilyMerchant for a specific family.
# Only affects transactions belonging to that family.
# Returns the newly created FamilyMerchant.
def convert_to_family_merchant_for(family, attributes = {})
transaction do
family_merchant = family.merchants.create!(
name: attributes[:name].presence || name,
color: attributes[:color].presence || FamilyMerchant::COLORS.sample,
logo_url: logo_url,
website_url: website_url
)
# Update only this family's transactions to point to new merchant
family.transactions.where(merchant_id: id).update_all(merchant_id: family_merchant.id)
family_merchant
end
end
# Unlink from family's transactions (set merchant_id to null).
# Does NOT delete the ProviderMerchant since it may be used by other families.
# Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked".
def unlink_from_family(family)
family.transactions.where(merchant_id: id).update_all(merchant_id: nil)
# Track that this merchant was unlinked from this family
association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self)
association.update!(unlinked_at: Time.current)
end
end