class SnaptradeItem < ApplicationRecord include Syncable, Provided, Unlinking enum :status, { good: "good", requires_update: "requires_update" }, default: :good # Helper to detect if ActiveRecord Encryption is configured for this app def self.encryption_ready? creds_ready = Rails.application.credentials.active_record_encryption.present? env_ready = ENV["ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY"].present? && ENV["ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY"].present? && ENV["ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT"].present? creds_ready || env_ready end # Encrypt sensitive credentials if ActiveRecord encryption is configured # client_id/consumer_key use deterministic encryption (may need querying) # snaptrade_user_secret uses non-deterministic (more secure for pure secrets) # Note: snaptrade_user_id is not encrypted as it's just an identifier, not a secret if encryption_ready? encrypts :client_id, deterministic: true encrypts :consumer_key, deterministic: true encrypts :snaptrade_user_secret end validates :name, presence: true validates :client_id, presence: true, on: :create validates :consumer_key, presence: true, on: :create # Note: snaptrade_user_id and snaptrade_user_secret are populated after user registration # via ensure_user_registered!, so we don't validate them on create belongs_to :family has_one_attached :logo, dependent: :purge_later has_many :snaptrade_accounts, dependent: :destroy has_many :linked_accounts, through: :snaptrade_accounts scope :active, -> { where(scheduled_for_deletion: false) } # Syncable = active + fully configured (user registered with SnapTrade API) # Items without user registration will fail sync, so exclude them from auto-sync scope :syncable, -> { active.where.not(snaptrade_user_id: [ nil, "" ]).where.not(snaptrade_user_secret: [ nil, "" ]) } scope :ordered, -> { order(created_at: :desc) } scope :needs_update, -> { where(status: :requires_update) } def destroy_later update!(scheduled_for_deletion: true) DestroyJob.perform_later(self) end def import_latest_snaptrade_data(sync: nil) provider = snaptrade_provider unless provider Rails.logger.error "SnaptradeItem #{id} - Cannot import: provider is not configured" raise StandardError, "SnapTrade provider is not configured" end unless user_registered? Rails.logger.error "SnaptradeItem #{id} - Cannot import: user not registered" raise StandardError, "SnapTrade user not registered" end SnaptradeItem::Importer.new(self, snaptrade_provider: provider, sync: sync).import rescue => e Rails.logger.error "SnaptradeItem #{id} - Failed to import data: #{e.message}" raise end def process_accounts return [] if snaptrade_accounts.empty? results = [] # Process only accounts that are linked to a Sure account linked_snaptrade_accounts.includes(account_provider: :account).each do |snaptrade_account| account = snaptrade_account.current_account next unless account next if account.pending_deletion? || account.disabled? begin result = SnaptradeAccount::Processor.new(snaptrade_account).process results << { snaptrade_account_id: snaptrade_account.id, success: true, result: result } rescue => e Rails.logger.error "SnaptradeItem #{id} - Failed to process account #{snaptrade_account.id}: #{e.message}" results << { snaptrade_account_id: snaptrade_account.id, success: false, error: e.message } end end results end def schedule_account_syncs(parent_sync: nil, window_start_date: nil, window_end_date: nil) linked_accounts = accounts.reject { |a| a.pending_deletion? || a.disabled? } return [] if linked_accounts.empty? results = [] linked_accounts.each do |account| begin account.sync_later( parent_sync: parent_sync, window_start_date: window_start_date, window_end_date: window_end_date ) results << { account_id: account.id, success: true } rescue => e Rails.logger.error "SnaptradeItem #{id} - Failed to schedule sync for account #{account.id}: #{e.message}" results << { account_id: account.id, success: false, error: e.message } end end results end def upsert_snaptrade_snapshot!(accounts_snapshot) assign_attributes( raw_payload: accounts_snapshot ) save! end def has_completed_initial_setup? # Setup is complete if we have any linked accounts accounts.any? end def sync_status_summary total_accounts = total_accounts_count linked_count = linked_accounts_count unlinked_count = unlinked_accounts_count if total_accounts == 0 I18n.t("snaptrade_item.sync_status.no_accounts") elsif unlinked_count == 0 I18n.t("snaptrade_item.sync_status.synced", count: linked_count) else I18n.t("snaptrade_item.sync_status.synced_with_setup", linked: linked_count, unlinked: unlinked_count) end end def linked_accounts_count snaptrade_accounts.joins(:account_provider).count end def unlinked_accounts_count snaptrade_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count end def total_accounts_count snaptrade_accounts.count end def institution_display_name institution_name.presence || institution_domain.presence || name end def connected_institutions snaptrade_accounts .where.not(institution_metadata: nil) .map { |acc| acc.institution_metadata } .uniq { |inst| inst["name"] || inst["institution_name"] } end def institution_summary institutions = connected_institutions case institutions.count when 0 I18n.t("snaptrade_item.institution_summary.none") when 1 institutions.first["name"] || institutions.first["institution_name"] || I18n.t("snaptrade_item.institution_summary.count", count: 1) else I18n.t("snaptrade_item.institution_summary.count", count: institutions.count) end end def credentials_configured? client_id.present? && consumer_key.present? end # Override Syncable#syncing? to also show syncing state when activities are being # fetched in the background. This ensures the UI shows the spinner until all data # is truly imported, not just when the main sync job completes. def syncing? super || snaptrade_accounts.where(activities_fetch_pending: true).exists? end def fully_configured? credentials_configured? && user_registered? end # Get accounts linked via AccountProvider def linked_snaptrade_accounts snaptrade_accounts.joins(:account_provider) end # Get all Sure accounts linked to this SnapTrade item def accounts snaptrade_accounts .includes(account_provider: :account) .filter_map { |sa| sa.current_account } .uniq end # Get unique brokerages from connected accounts def connected_brokerages snaptrade_accounts .where.not(brokerage_name: nil) .pluck(:brokerage_name) .uniq end def brokerage_summary brokerages = connected_brokerages case brokerages.count when 0 I18n.t("snaptrade_item.brokerage_summary.none") when 1 brokerages.first else I18n.t("snaptrade_item.brokerage_summary.count", count: brokerages.count) end end end