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- Add SimplefinItem model with sync capabilities and encryption - Add SimplefinAccount model for account data mapping - Implement Provider::Simplefin API client with token exchange - Add SimpleFin protocol support with proper error handling - Include sync jobs, importers, and processors for data flow - Add family SimpleFin connectivity mixin
67 lines
1.9 KiB
Ruby
67 lines
1.9 KiB
Ruby
class SimplefinAccount < ApplicationRecord
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belongs_to :simplefin_item
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has_one :account, dependent: :destroy
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validates :name, :account_type, :currency, presence: true
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validate :has_balance
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def upsert_simplefin_snapshot!(account_snapshot)
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# Map SimpleFin field names to our field names
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assign_attributes(
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current_balance: parse_balance(account_snapshot[:balance]),
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available_balance: parse_balance(account_snapshot[:"available-balance"]),
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currency: parse_currency(account_snapshot[:currency]),
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account_type: account_snapshot[:type] || "unknown",
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account_subtype: account_snapshot[:subtype],
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name: account_snapshot[:name],
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account_id: account_snapshot[:id],
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raw_payload: account_snapshot
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)
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save!
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end
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def upsert_simplefin_transactions_snapshot!(transactions_snapshot)
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assign_attributes(
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raw_transactions_payload: transactions_snapshot
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)
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save!
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end
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private
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def parse_balance(balance_value)
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return nil if balance_value.nil?
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case balance_value
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when String
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BigDecimal(balance_value)
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when Numeric
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BigDecimal(balance_value.to_s)
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else
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nil
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end
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rescue ArgumentError
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nil
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end
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def parse_currency(currency_value)
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return "USD" if currency_value.nil?
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# SimpleFin currency can be a 3-letter code or a URL for custom currencies
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if currency_value.start_with?("http")
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# For custom currency URLs, we'll just use the last part as currency code
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# This is a simplification - in production you might want to fetch the currency info
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URI.parse(currency_value).path.split("/").last.upcase rescue "USD"
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else
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currency_value.upcase
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end
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end
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def has_balance
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return if current_balance.present? || available_balance.present?
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errors.add(:base, "SimpleFin account must have either current or available balance")
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end
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end
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