mirror of
https://github.com/we-promise/sure.git
synced 2026-04-07 14:31:25 +00:00
4fb0a3856e
* Implement providers factory * Multiple providers sync support - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.) * Add generic provider_import_adapter * Finish unified import strategy * Update app/models/plaid_account.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Update app/models/provider/factory.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Fix account linked by plaid_id instead of external_id * Parse numerics to BigDecimal Parse numerics to BigDecimal before computing amount; guard nils. Avoid String * String and float drift; also normalize date. * Fix incorrect usage of assert_raises. * Fix linter * Fix processor test. * Update current_balance_manager.rb * Test fixes * Fix plaid linked account test * Add support for holding per account_provider * Fix proper account access Also fix account deletion for simpefin too * FIX match tests for consistency * Some more factory updates * Fix account schema for multipe providers Can do: - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers) - Account #2 → PlaidAccount only - Account #3 → SimplefinAccount only Cannot do: - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type) - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts) * Fix account setup - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type]) - Each provider should maintain its own separate entries - We should NOT update one provider's entry when another provider syncs * Fix linter and guard migration * FIX linter issues. * Fixes - Remove duplicated index - Pass account_provider_id - Guard holdings call to avoid NoMethodError * Update schema and provider import fix * Plaid doesn't allow holdings deletion * Use ClimateControl for proper env setup * No need for this in .git --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
26 lines
1.1 KiB
Ruby
26 lines
1.1 KiB
Ruby
class UpdateEntriesExternalIdIndex < ActiveRecord::Migration[7.2]
|
|
def up
|
|
# Remove the old index on [external_id, source]
|
|
remove_index :entries, name: "index_entries_on_external_id_and_source", if_exists: true
|
|
|
|
# Add new index on [account_id, source, external_id] with WHERE clause
|
|
# This ensures external_id is unique per (account, source) combination
|
|
# Allows same account to have multiple providers with separate entries
|
|
add_index :entries, [ :account_id, :source, :external_id ],
|
|
unique: true,
|
|
where: "(external_id IS NOT NULL) AND (source IS NOT NULL)",
|
|
name: "index_entries_on_account_source_and_external_id"
|
|
end
|
|
|
|
def down
|
|
# Remove the new index
|
|
remove_index :entries, name: "index_entries_on_account_source_and_external_id", if_exists: true
|
|
|
|
# Restore the old index
|
|
add_index :entries, [ :external_id, :source ],
|
|
unique: true,
|
|
where: "(external_id IS NOT NULL) AND (source IS NOT NULL)",
|
|
name: "index_entries_on_external_id_and_source"
|
|
end
|
|
end
|