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* Add support for dynamic config UI
* Add support for section description
* Better dynamic class settings
Added dynamic_fields hash field - Stores all undeclared settings
[] method - Checks declared fields first, then falls back to dynamic hash
[]= method - Updates declared fields normally, stores others in hash
No runtime field declaration - Fields are never dynamically created on the class
* FIX proper lookup for provider keys
- Also validate configurable values properly.
- Change Provider factory to use Rails autoloading (Zeitwerk)
* Fix factory
The derive_adapter_name method relies on string manipulation ("PlaidAccount".sub(/Account$/, "") + "Adapter" → "PlaidAdapter"), but we already have explicit registration in place.
* Make updates atomic, field-aware, and handle blanks explicitly
* Small UX detail
* Add support for PlaidEU in UI also
- This looks like partial support atm
78 lines
1.9 KiB
Ruby
78 lines
1.9 KiB
Ruby
class Provider::SimplefinAdapter < Provider::Base
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include Provider::Syncable
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include Provider::InstitutionMetadata
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include Provider::Configurable
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# Register this adapter with the factory
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Provider::Factory.register("SimplefinAccount", self)
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# Configuration for SimpleFIN
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configure do
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description <<~DESC
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Setup instructions:
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1. Visit [SimpleFIN Bridge](https://bridge.simplefin.org/simplefin/create) to get a setup token
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2. This token is optional and only needed if you want to provide a default setup token for users
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DESC
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field :setup_token,
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label: "Setup Token",
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required: false,
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secret: true,
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env_key: "SIMPLEFIN_SETUP_TOKEN",
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description: "Optional: SimpleFIN setup token from your SimpleFIN Bridge account (one-time use)"
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end
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def provider_name
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"simplefin"
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end
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def sync_path
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Rails.application.routes.url_helpers.sync_simplefin_item_path(item)
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end
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def item
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provider_account.simplefin_item
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end
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def can_delete_holdings?
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false
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end
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def institution_domain
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org_data = provider_account.org_data
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return nil unless org_data.present?
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domain = org_data["domain"]
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url = org_data["url"] || org_data["sfin-url"]
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# Derive domain from URL if missing
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if domain.blank? && url.present?
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begin
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domain = URI.parse(url).host&.gsub(/^www\./, "")
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rescue URI::InvalidURIError
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Rails.logger.warn("Invalid institution URL for SimpleFin account #{provider_account.id}: #{url}")
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end
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end
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domain
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end
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def institution_name
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org_data = provider_account.org_data
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return nil unless org_data.present?
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org_data["name"] || item&.institution_name
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end
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def institution_url
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org_data = provider_account.org_data
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return nil unless org_data.present?
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org_data["url"] || org_data["sfin-url"] || item&.institution_url
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end
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def institution_color
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item&.institution_color
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end
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end
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