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226207e2f7
* Implement a provider configured account type * Fix for SimpleFIN * FIX tests and linter
91 lines
3.0 KiB
Ruby
91 lines
3.0 KiB
Ruby
# Base class for all provider adapters
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# Provides common interface for working with different third-party data providers
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#
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# To create a new provider adapter:
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# 1. Inherit from Provider::Base
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# 2. Implement #provider_name
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# 3. Include optional modules (Provider::Syncable, Provider::InstitutionMetadata)
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# 4. Register with Provider::Factory in the class body
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#
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# Example:
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# class Provider::AcmeAdapter < Provider::Base
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# Provider::Factory.register("AcmeAccount", self)
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# include Provider::Syncable
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# include Provider::InstitutionMetadata
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#
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# def provider_name
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# "acme"
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# end
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# end
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class Provider::Base
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attr_reader :provider_account, :account
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def initialize(provider_account, account: nil)
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@provider_account = provider_account
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@account = account || provider_account.account
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end
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# Provider identification - must be implemented by subclasses
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# @return [String] The provider name (e.g., "plaid", "simplefin")
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def provider_name
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raise NotImplementedError, "#{self.class} must implement #provider_name"
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end
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# Defines which account types this provider supports
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# Override in subclasses to specify supported account types
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# @return [Array<String>] Array of account type class names (e.g., ["Depository", "CreditCard"])
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def self.supported_account_types
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[]
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end
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# Returns provider connection configurations
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# Override in subclasses to provide connection metadata for UI
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# @param family [Family] The family to check connection availability for
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# @return [Array<Hash>] Array of connection configurations with keys:
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# - key: Unique identifier (e.g., "lunchflow", "plaid_us")
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# - name: Display name (e.g., "Lunch Flow", "Plaid")
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# - description: User-facing description
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# - can_connect: Boolean, whether family can connect to this provider
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# - new_account_path: Proc that generates path for new account flow
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# - existing_account_path: Proc that generates path for linking existing account
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def self.connection_configs(family:)
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[]
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end
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# Returns the provider type (class name)
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# @return [String] The provider account class name
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def provider_type
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provider_account.class.name
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end
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# Whether this provider allows deletion of holdings
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# Override in subclass if provider supports holdings deletion
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# @return [Boolean] True if holdings can be deleted, false otherwise
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def can_delete_holdings?
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false
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end
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# Provider-specific raw data payload
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# @return [Hash, nil] The raw payload from the provider
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def raw_payload
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provider_account.raw_payload
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end
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# Returns metadata about this provider and account
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# Automatically includes institution metadata if the adapter includes Provider::InstitutionMetadata
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# @return [Hash] Metadata hash
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def metadata
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base_metadata = {
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provider_name: provider_name,
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provider_type: provider_type
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}
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# Include institution metadata if the module is included
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if respond_to?(:institution_metadata)
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base_metadata.merge!(institution: institution_metadata)
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end
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base_metadata
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end
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end
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