# Dynamic settings the user can change within the app (helpful for self-hosting) class Setting < RailsSettings::Base class ValidationError < StandardError; end cache_prefix { "v1" } # Third-party API keys field :twelve_data_api_key, type: :string, default: ENV["TWELVE_DATA_API_KEY"] field :openai_access_token, type: :string, default: ENV["OPENAI_ACCESS_TOKEN"] field :openai_uri_base, type: :string, default: ENV["OPENAI_URI_BASE"] field :openai_model, type: :string, default: ENV["OPENAI_MODEL"] field :openai_json_mode, type: :string, default: ENV["LLM_JSON_MODE"] field :external_assistant_url, type: :string field :external_assistant_token, type: :string field :external_assistant_agent_id, type: :string field :brand_fetch_client_id, type: :string, default: ENV["BRAND_FETCH_CLIENT_ID"] field :brand_fetch_high_res_logos, type: :boolean, default: ENV.fetch("BRAND_FETCH_HIGH_RES_LOGOS", "false") == "true" BRAND_FETCH_LOGO_SIZE_STANDARD = 40 BRAND_FETCH_LOGO_SIZE_HIGH_RES = 120 # Matches both legacy single-segment URLs (`/apple.com/icon/...`) and # explicit type-routed URLs introduced 2026 (`/crypto/BTC/icon/...`, # `/domain/apple.com/icon/...`). `[^?]+` reaches across the extra slash # so transform_brand_fetch_url can rewrite the size params on both shapes. BRAND_FETCH_URL_PATTERN = %r{(https://cdn\.brandfetch\.io/[^?]+/icon/fallback/lettermark/)w/\d+/h/\d+(\?c=.+)} def self.brand_fetch_logo_size brand_fetch_high_res_logos ? BRAND_FETCH_LOGO_SIZE_HIGH_RES : BRAND_FETCH_LOGO_SIZE_STANDARD end # Transforms a stored Brandfetch URL to use the current logo size setting def self.transform_brand_fetch_url(url) return url unless url.present? && url.match?(BRAND_FETCH_URL_PATTERN) size = brand_fetch_logo_size url.gsub(BRAND_FETCH_URL_PATTERN, "\\1w/#{size}/h/#{size}\\2") end # Provider selection field :exchange_rate_provider, type: :string, default: ENV.fetch("EXCHANGE_RATE_PROVIDER", "twelve_data") field :securities_provider, type: :string, default: ENV.fetch("SECURITIES_PROVIDER", "twelve_data") # Multi-provider: comma-separated list of enabled securities providers field :securities_providers, type: :string, default: ENV.fetch("SECURITIES_PROVIDERS", "") # New provider API keys (encrypted at rest — see EncryptedSettingFields below) field :tiingo_api_key, type: :string, default: ENV["TIINGO_API_KEY"] field :eodhd_api_key, type: :string, default: ENV["EODHD_API_KEY"] field :alpha_vantage_api_key, type: :string, default: ENV["ALPHA_VANTAGE_API_KEY"] # Transparent encryption for API key fields. The `field` macro defines the # raw getter/setter on the class. By prepending this module we intercept # reads (decrypt) and writes (encrypt) while `super` delegates to the # original getter/setter generated by rails-settings-cached. # # Backward-compatible: if decryption fails (e.g. the value was stored before # encryption was enabled) the raw value is returned as-is. module EncryptedSettingFields ENCRYPTED_FIELDS = %i[ twelve_data_api_key tiingo_api_key eodhd_api_key alpha_vantage_api_key openai_access_token external_assistant_token ].freeze ENCRYPTED_FIELDS.each do |field_name| define_method(field_name) do raw = super() decrypt_setting(raw) end define_method(:"#{field_name}=") do |value| super(encrypt_setting(value)) end end private def setting_encryptor @setting_encryptor ||= begin key = ActiveSupport::KeyGenerator.new( Rails.application.secret_key_base ).generate_key("setting_encryption", 32) ActiveSupport::MessageEncryptor.new(key) end end def encrypt_setting(value) return value if value.blank? setting_encryptor.encrypt_and_sign(value) end def decrypt_setting(value) return value if value.blank? setting_encryptor.decrypt_and_verify(value) rescue ActiveSupport::MessageVerifier::InvalidSignature, ActiveSupport::MessageEncryptor::InvalidMessage # Value was stored before encryption was enabled — return as-is. # It will be re-encrypted on next write. value end end class << self prepend EncryptedSettingFields end def self.enabled_securities_providers plural = ENV["SECURITIES_PROVIDERS"].presence || securities_providers.presence if plural.present? plural.to_s.split(",").map(&:strip).reject(&:blank?) else # Backward compat: fall back to singular setting [ ENV["SECURITIES_PROVIDER"].presence || securities_provider ].compact end end # Sync settings - check both provider env vars for default # Only defaults to true if neither provider explicitly disables pending SYNCS_INCLUDE_PENDING_DEFAULT = begin simplefin = ENV.fetch("SIMPLEFIN_INCLUDE_PENDING", "1") == "1" plaid = ENV.fetch("PLAID_INCLUDE_PENDING", "1") == "1" simplefin && plaid end field :syncs_include_pending, type: :boolean, default: SYNCS_INCLUDE_PENDING_DEFAULT field :auto_sync_enabled, type: :boolean, default: ENV.fetch("AUTO_SYNC_ENABLED", "1") == "1" field :auto_sync_time, type: :string, default: ENV.fetch("AUTO_SYNC_TIME", "02:22") field :auto_sync_timezone, type: :string, default: ENV.fetch("AUTO_SYNC_TIMEZONE", "UTC") AUTO_SYNC_TIME_FORMAT = /\A([01]?\d|2[0-3]):([0-5]\d)\z/ def self.valid_auto_sync_time?(time_str) return false if time_str.blank? AUTO_SYNC_TIME_FORMAT.match?(time_str.to_s.strip) end def self.valid_auto_sync_timezone?(timezone_str) return false if timezone_str.blank? ActiveSupport::TimeZone[timezone_str].present? end # Dynamic fields are now stored as individual entries with "dynamic:" prefix # This prevents race conditions and ensures each field is independently managed # Onboarding and app settings ONBOARDING_STATES = %w[open closed invite_only].freeze DEFAULT_ONBOARDING_STATE = begin env_value = ENV["ONBOARDING_STATE"].to_s.presence || "open" ONBOARDING_STATES.include?(env_value) ? env_value : "open" end field :onboarding_state, type: :string, default: DEFAULT_ONBOARDING_STATE field :require_invite_for_signup, type: :boolean, default: false field :require_email_confirmation, type: :boolean, default: ENV.fetch("REQUIRE_EMAIL_CONFIRMATION", "true") == "true" field :invite_only_default_family_id, type: :string, default: nil def self.validate_onboarding_state!(state) return if ONBOARDING_STATES.include?(state) raise ValidationError, I18n.t("settings.hostings.update.invalid_onboarding_state") end class << self alias_method :raw_onboarding_state, :onboarding_state alias_method :raw_onboarding_state=, :onboarding_state= alias_method :raw_openai_model, :openai_model alias_method :raw_openai_model=, :openai_model= def onboarding_state value = raw_onboarding_state return "invite_only" if value.blank? && require_invite_for_signup value.presence || DEFAULT_ONBOARDING_STATE end def onboarding_state=(state) validate_onboarding_state!(state) self.require_invite_for_signup = state == "invite_only" self.raw_onboarding_state = state end def openai_model=(value) old_value = raw_openai_model self.raw_openai_model = value if old_value != value && old_value.present? Rails.logger.info("OpenAI model changed from #{old_value} to #{value}, clearing AI cache for all families") Family.find_each do |family| ClearAiCacheJob.perform_later(family) end end end # Support dynamic field access via bracket notation # First checks if it's a declared field, then falls back to individual dynamic entries def [](key) key_str = key.to_s # Check if it's a declared field first if respond_to?(key_str) public_send(key_str) else # Fall back to individual dynamic entry lookup find_by(var: dynamic_key_name(key_str))&.value end end def []=(key, value) key_str = key.to_s # If it's a declared field, use the setter if respond_to?("#{key_str}=") public_send("#{key_str}=", value) else # Store as individual dynamic entry dynamic_key = dynamic_key_name(key_str) if value.nil? where(var: dynamic_key).destroy_all clear_cache else # Use upsert for atomic insert/update to avoid race conditions upsert({ var: dynamic_key, value: value.to_yaml }, unique_by: :var) clear_cache end end end # Check if a dynamic field exists (useful to distinguish nil value vs missing key) def key?(key) key_str = key.to_s return true if respond_to?(key_str) # Check if dynamic entry exists where(var: dynamic_key_name(key_str)).exists? end # Delete a dynamic field def delete(key) key_str = key.to_s return nil if respond_to?(key_str) # Can't delete declared fields dynamic_key = dynamic_key_name(key_str) value = self[key_str] where(var: dynamic_key).destroy_all clear_cache value end # List all dynamic field keys (excludes declared fields) def dynamic_keys where("var LIKE ?", "dynamic:%").pluck(:var).map { |var| var.sub(/^dynamic:/, "") } end private def dynamic_key_name(key_str) "dynamic:#{key_str}" end end # Validates OpenAI configuration requires model when custom URI base is set def self.validate_openai_config!(uri_base: nil, model: nil) # Use provided values or current settings uri_base_value = uri_base.nil? ? openai_uri_base : uri_base model_value = model.nil? ? openai_model : model # If custom URI base is set, model must also be set if uri_base_value.present? && model_value.blank? raise ValidationError, "OpenAI model is required when custom URI base is configured" end end end