class SnaptradeItemsController < ApplicationController before_action :set_snaptrade_item, only: [ :show, :edit, :update, :destroy, :sync, :connect, :setup_accounts, :complete_account_setup ] def index @snaptrade_items = Current.family.snaptrade_items.ordered end def show end def new @snaptrade_item = Current.family.snaptrade_items.build end def edit end def create @snaptrade_item = Current.family.snaptrade_items.build(snaptrade_item_params) @snaptrade_item.name ||= "SnapTrade Connection" if @snaptrade_item.save # Register user with SnapTrade after saving credentials begin @snaptrade_item.ensure_user_registered! rescue => e Rails.logger.error "SnapTrade user registration failed: #{e.message}" # Don't fail the whole operation - user can retry connection later end if turbo_frame_request? flash.now[:notice] = t(".success", default: "Successfully configured SnapTrade.") @snaptrade_items = Current.family.snaptrade_items.ordered render turbo_stream: [ turbo_stream.replace( "snaptrade-providers-panel", partial: "settings/providers/snaptrade_panel", locals: { snaptrade_items: @snaptrade_items } ), *flash_notification_stream_items ] else redirect_to settings_providers_path, notice: t(".success"), status: :see_other end else @error_message = @snaptrade_item.errors.full_messages.join(", ") if turbo_frame_request? render turbo_stream: turbo_stream.replace( "snaptrade-providers-panel", partial: "settings/providers/snaptrade_panel", locals: { error_message: @error_message } ), status: :unprocessable_entity else redirect_to settings_providers_path, alert: @error_message, status: :unprocessable_entity end end end def update if @snaptrade_item.update(snaptrade_item_params) if turbo_frame_request? flash.now[:notice] = t(".success", default: "Successfully updated SnapTrade configuration.") @snaptrade_items = Current.family.snaptrade_items.ordered render turbo_stream: [ turbo_stream.replace( "snaptrade-providers-panel", partial: "settings/providers/snaptrade_panel", locals: { snaptrade_items: @snaptrade_items } ), *flash_notification_stream_items ] else redirect_to settings_providers_path, notice: t(".success"), status: :see_other end else @error_message = @snaptrade_item.errors.full_messages.join(", ") if turbo_frame_request? render turbo_stream: turbo_stream.replace( "snaptrade-providers-panel", partial: "settings/providers/snaptrade_panel", locals: { error_message: @error_message } ), status: :unprocessable_entity else redirect_to settings_providers_path, alert: @error_message, status: :unprocessable_entity end end end def destroy @snaptrade_item.destroy_later redirect_to settings_providers_path, notice: t(".success", default: "Scheduled SnapTrade connection for deletion.") end def sync unless @snaptrade_item.syncing? @snaptrade_item.sync_later end respond_to do |format| format.html { redirect_back_or_to accounts_path } format.json { head :ok } end end # Redirect user to SnapTrade connection portal def connect # Ensure user is registered first unless @snaptrade_item.user_registered? begin @snaptrade_item.ensure_user_registered! rescue => e Rails.logger.error "SnapTrade registration error: #{e.class} - #{e.message}\n#{e.backtrace&.first(5)&.join("\n")}" redirect_to settings_providers_path, alert: t(".registration_failed", message: e.message) return end end # Get the connection portal URL - include item ID in callback for proper routing redirect_url = callback_snaptrade_items_url(item_id: @snaptrade_item.id) begin portal_url = @snaptrade_item.connection_portal_url(redirect_url: redirect_url) redirect_to portal_url, allow_other_host: true rescue => e Rails.logger.error "SnapTrade connection portal error: #{e.class} - #{e.message}\n#{e.backtrace&.first(5)&.join("\n")}" redirect_to settings_providers_path, alert: t(".portal_error", message: e.message) end end # Handle callback from SnapTrade after user connects brokerage def callback # SnapTrade redirects back after user connects their brokerage # The connection is already established - we just need to sync to get the accounts unless params[:item_id].present? redirect_to settings_providers_path, alert: t(".no_item") return end snaptrade_item = Current.family.snaptrade_items.find_by(id: params[:item_id]) if snaptrade_item # Trigger a sync to fetch the newly connected accounts snaptrade_item.sync_later unless snaptrade_item.syncing? # Redirect to accounts page - user can click "accounts need setup" badge # when sync completes. This avoids the auto-refresh loop issues. redirect_to accounts_path, notice: t(".success") else redirect_to settings_providers_path, alert: t(".no_item") end end # Show available accounts for linking def setup_accounts @snaptrade_accounts = @snaptrade_item.snaptrade_accounts.includes(account_provider: :account) @linked_accounts = @snaptrade_accounts.select { |sa| sa.current_account.present? } @unlinked_accounts = @snaptrade_accounts.reject { |sa| sa.current_account.present? } no_accounts = @unlinked_accounts.blank? && @linked_accounts.blank? # If no accounts and not syncing, trigger a sync if no_accounts && !@snaptrade_item.syncing? @snaptrade_item.sync_later end # Determine view state @syncing = @snaptrade_item.syncing? @waiting_for_sync = no_accounts && @syncing @no_accounts_found = no_accounts && !@syncing && @snaptrade_item.last_synced_at.present? end # Link selected accounts to Sure def complete_account_setup Rails.logger.info "SnapTrade complete_account_setup - params: #{params.to_unsafe_h.inspect}" account_ids = params[:account_ids] || [] sync_start_dates = params[:sync_start_dates] || {} Rails.logger.info "SnapTrade complete_account_setup - account_ids: #{account_ids.inspect}, sync_start_dates: #{sync_start_dates.inspect}" linked_count = 0 errors = [] account_ids.each do |snaptrade_account_id| snaptrade_account = @snaptrade_item.snaptrade_accounts.find_by(id: snaptrade_account_id) unless snaptrade_account Rails.logger.warn "SnapTrade complete_account_setup - snaptrade_account not found for id: #{snaptrade_account_id}" next end if snaptrade_account.current_account.present? Rails.logger.info "SnapTrade complete_account_setup - snaptrade_account #{snaptrade_account_id} already linked to account #{snaptrade_account.current_account.id}" next end begin # Save sync_start_date if provided if sync_start_dates[snaptrade_account_id].present? snaptrade_account.update!(sync_start_date: sync_start_dates[snaptrade_account_id]) end Rails.logger.info "SnapTrade complete_account_setup - linking snaptrade_account #{snaptrade_account_id}" link_snaptrade_account(snaptrade_account) linked_count += 1 Rails.logger.info "SnapTrade complete_account_setup - successfully linked snaptrade_account #{snaptrade_account_id}" rescue => e Rails.logger.error "Failed to link SnapTrade account #{snaptrade_account_id}: #{e.class} - #{e.message}\n#{e.backtrace&.first(5)&.join("\n")}" errors << e.message end end Rails.logger.info "SnapTrade complete_account_setup - completed. linked_count: #{linked_count}, errors: #{errors.inspect}" if linked_count > 0 # Trigger sync to process the newly linked accounts # Always queue the sync - if one is running, this will run after it finishes @snaptrade_item.sync_later if errors.any? # Partial success - some linked, some failed redirect_to accounts_path, notice: t(".partial_success", linked: linked_count, failed: errors.size, default: "Linked #{linked_count} account(s). #{errors.size} failed to link.") else redirect_to accounts_path, notice: t(".success", count: linked_count, default: "Successfully linked #{linked_count} account(s).") end else if errors.any? # All failed redirect_to setup_accounts_snaptrade_item_path(@snaptrade_item), alert: t(".link_failed", default: "Failed to link accounts: %{errors}", errors: errors.first) else redirect_to setup_accounts_snaptrade_item_path(@snaptrade_item), alert: t(".no_accounts", default: "No accounts were selected for linking.") end end end # Collection actions for account linking flow def preload_accounts snaptrade_item = Current.family.snaptrade_items.first if snaptrade_item snaptrade_item.sync_later unless snaptrade_item.syncing? redirect_to setup_accounts_snaptrade_item_path(snaptrade_item) else redirect_to settings_providers_path, alert: t(".not_configured", default: "SnapTrade is not configured.") end end def select_accounts @accountable_type = params[:accountable_type] @return_to = params[:return_to] snaptrade_item = Current.family.snaptrade_items.first if snaptrade_item redirect_to setup_accounts_snaptrade_item_path(snaptrade_item, accountable_type: @accountable_type, return_to: @return_to) else redirect_to settings_providers_path, alert: t(".not_configured", default: "SnapTrade is not configured.") end end def link_accounts redirect_to settings_providers_path, alert: "Use the account setup flow instead" end def select_existing_account @account_id = params[:account_id] @account = Current.family.accounts.find_by(id: @account_id) snaptrade_item = Current.family.snaptrade_items.first if snaptrade_item && @account @snaptrade_accounts = snaptrade_item.snaptrade_accounts .left_joins(:account_provider) .where(account_providers: { id: nil }) render :select_existing_account else redirect_to settings_providers_path, alert: t(".not_found", default: "Account or SnapTrade configuration not found.") end end def link_existing_account account_id = params[:account_id] snaptrade_account_id = params[:snaptrade_account_id] account = Current.family.accounts.find_by(id: account_id) snaptrade_item = Current.family.snaptrade_items.first snaptrade_account = snaptrade_item&.snaptrade_accounts&.find_by(id: snaptrade_account_id) if account && snaptrade_account begin # Create AccountProvider linking - pass the account directly provider = snaptrade_account.ensure_account_provider!(account) unless provider raise "Failed to create AccountProvider link" end # Trigger sync to process the linked account snaptrade_item.sync_later unless snaptrade_item.syncing? redirect_to account_path(account), notice: t(".success", default: "Successfully linked to SnapTrade account.") rescue => e Rails.logger.error "Failed to link existing account: #{e.message}" redirect_to settings_providers_path, alert: t(".failed", default: "Failed to link account: #{e.message}") end else redirect_to settings_providers_path, alert: t(".not_found", default: "Account not found.") end end private def set_snaptrade_item @snaptrade_item = Current.family.snaptrade_items.find(params[:id]) end def snaptrade_item_params params.require(:snaptrade_item).permit( :name, :sync_start_date, :client_id, :consumer_key ) end def link_snaptrade_account(snaptrade_account) # Determine account type based on SnapTrade account type accountable_type = infer_accountable_type(snaptrade_account.account_type) # Create the Sure account account = Current.family.accounts.create!( name: snaptrade_account.name, balance: snaptrade_account.current_balance || 0, cash_balance: snaptrade_account.cash_balance || 0, currency: snaptrade_account.currency || Current.family.currency, accountable: accountable_type.constantize.new ) # Link via AccountProvider - pass the account directly provider = snaptrade_account.ensure_account_provider!(account) unless provider Rails.logger.error "SnapTrade: Failed to create AccountProvider for snaptrade_account #{snaptrade_account.id}" raise "Failed to link account" end account end def infer_accountable_type(snaptrade_type) # SnapTrade account types: https://docs.snaptrade.com/reference/get_accounts case snaptrade_type&.downcase when "tfsa", "rrsp", "rrif", "resp", "rdsp", "lira", "lrsp", "lif", "rlsp", "prif", "401k", "403b", "457b", "ira", "roth_ira", "roth_401k", "sep_ira", "simple_ira", "pension", "retirement", "registered" "Investment" # Tax-advantaged accounts when "margin", "cash", "non-registered", "individual", "joint" "Investment" # Standard brokerage accounts when "crypto" "Crypto" else "Investment" # Default to Investment for brokerage accounts end end end