class SnaptradeItemsController < ApplicationController before_action :set_snaptrade_item, only: [ :show, :destroy, :sync, :connect, :setup_accounts, :complete_account_setup, :connections, :delete_connection ] before_action :require_admin!, only: [ :destroy, :sync, :connect, :callback, :setup_accounts, :complete_account_setup, :connections, :delete_connection, :oauth_authorize, :oauth_callback, :preload_accounts, :select_accounts, :select_existing_account, :link_existing_account ] def index @snaptrade_items = Current.family.snaptrade_items.ordered end def show 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 redirect_url = callback_snaptrade_items_url( item_id: @snaptrade_item.id, return_to: params[:return_to].presence, accountable_type: params[:accountable_type].presence ) portal_url = @snaptrade_item.connection_portal_url(redirect_url: redirect_url) redirect_to portal_url, allow_other_host: true rescue ActiveRecord::Encryption::Errors::Decryption => e Rails.logger.error "SnapTrade decryption error for item #{@snaptrade_item.id}: #{e.class} - #{e.message}\n#{e.backtrace&.first(5)&.join("\n")}" redirect_to settings_providers_path, alert: t(".decryption_failed") rescue => e Rails.logger.error "SnapTrade connection error: #{e.class} - #{e.message}\n#{e.backtrace&.first(5)&.join("\n")}" redirect_to settings_providers_path, alert: t(".connection_failed", message: e.message) 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 snaptrade_item.sync_later unless snaptrade_item.syncing? if params[:return_to].presence == "setup_accounts" redirect_to setup_accounts_snaptrade_item_path(snaptrade_item, accountable_type: params[:accountable_type].presence), notice: t(".success") else redirect_to accounts_path, notice: t(".success") end 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? # We trigger an initial or recovery sync if there are no accounts, we aren't currently syncing, # and the last attempt didn't successfully complete. (If it completed and found 0 accounts, we stop here to avoid an infinite loop.) latest_sync = @snaptrade_item.syncs.ordered.first should_sync = latest_sync.nil? || !latest_sync.completed? if @snaptrade_item.oauth_configured? && no_accounts && !@snaptrade_item.syncing? && should_sync @snaptrade_item.sync_later end # Existing unlinked, visible investment/crypto accounts that could be linked instead of creating duplicates @linkable_accounts = Current.family.accounts .visible .where(accountable_type: %w[Investment Crypto]) .left_joins(:account_providers) .where(account_providers: { id: nil }) .order(:name) # 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", count: linked_count, failed_count: 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 # Fetch connections list for Turbo Frame def connections data = build_connections_list render partial: "snaptrade_items/connections_list", layout: false, locals: { connections: data[:connections], snaptrade_item: @snaptrade_item, error: @error } end # Start the SnapTrade OAuth authorization-code + PKCE flow def oauth_authorize unless Provider::Snaptrade.oauth_configured? redirect_to settings_providers_path, alert: t(".not_configured") return end snaptrade_item = if params[:item_id].present? Current.family.snaptrade_items.find(params[:item_id]) else current_snaptrade_item || Current.family.snaptrade_items.create!(name: t("snaptrade_items.default_name")) end pkce = Provider::Snaptrade.generate_pkce state = SecureRandom.hex(32) session[:snaptrade_oauth] = { "state" => state, "code_verifier" => pkce[:verifier], "item_id" => snaptrade_item.id, "return_to" => params[:return_to].presence, "accountable_type" => params[:accountable_type].presence } redirect_to Provider::Snaptrade.authorize_url( redirect_uri: oauth_callback_snaptrade_items_url, state: state, code_challenge: pkce[:challenge] ), allow_other_host: true end # Registered OAuth redirect URI: verify state, exchange code, store tokens def oauth_callback oauth_session = (session.delete(:snaptrade_oauth) || {}).with_indifferent_access if params[:error].present? Rails.logger.warn "SnapTrade OAuth callback error: #{params[:error]}" alert = params[:error] == "access_denied" ? t(".access_denied") : t(".failed") redirect_to settings_providers_path, alert: alert return end unless params[:state].present? && oauth_session[:state].present? && ActiveSupport::SecurityUtils.secure_compare(params[:state].to_s, oauth_session[:state].to_s) redirect_to settings_providers_path, alert: t(".state_mismatch") return end snaptrade_item = Current.family.snaptrade_items.find_by(id: oauth_session[:item_id]) unless snaptrade_item && params[:code].present? redirect_to settings_providers_path, alert: t(".failed") return end snaptrade_item.complete_oauth_exchange!( code: params[:code], redirect_uri: oauth_callback_snaptrade_items_url, code_verifier: oauth_session[:code_verifier] ) snaptrade_item.sync_later unless snaptrade_item.syncing? if oauth_session[:return_to] == "setup_accounts" redirect_to setup_accounts_snaptrade_item_path(snaptrade_item, accountable_type: oauth_session[:accountable_type].presence), notice: t(".success") else redirect_to settings_providers_path, notice: t(".success") end rescue Provider::Snaptrade::Error => e Rails.logger.error "SnapTrade OAuth exchange failed: #{e.class} - #{e.message}" DebugLogEntry.capture( category: "provider_auth", level: :error, message: "SnapTrade OAuth code exchange failed: #{e.message}", source: "SnaptradeItemsController#oauth_callback", provider_key: "snaptrade", family: Current.family ) redirect_to settings_providers_path, alert: t(".failed") end # Delete a brokerage connection def delete_connection authorization_id = params[:authorization_id] if authorization_id.blank? redirect_to settings_providers_path, alert: t(".failed", message: t(".missing_authorization_id")) return end # Delete all local SnaptradeAccounts for this connection (triggers cleanup job) accounts_deleted = @snaptrade_item.snaptrade_accounts .where(snaptrade_authorization_id: authorization_id) .destroy_all .size # If no local accounts existed (orphan), delete directly from API api_deletion_failed = false if accounts_deleted == 0 provider = @snaptrade_item.snaptrade_provider if provider provider.delete_connection(authorization_id: authorization_id) else Rails.logger.warn "SnapTrade: Cannot delete orphaned connection #{authorization_id} - item not authorized" api_deletion_failed = true end end respond_to do |format| if api_deletion_failed format.html { redirect_to settings_providers_path, alert: t(".api_deletion_failed") } format.turbo_stream do flash.now[:alert] = t(".api_deletion_failed") render turbo_stream: flash_notification_stream_items end else format.html { redirect_to settings_providers_path, notice: t(".success") } format.turbo_stream { render turbo_stream: turbo_stream.remove("connection_#{authorization_id}") } end end rescue Provider::Snaptrade::ApiError => e respond_to do |format| format.html { redirect_to settings_providers_path, alert: t(".failed", message: e.message) } format.turbo_stream do flash.now[:alert] = t(".failed", message: e.message) render turbo_stream: flash_notification_stream_items end end end # Collection actions for account linking flow def preload_accounts snaptrade_item = current_snaptrade_item unless snaptrade_item redirect_to settings_providers_path, alert: t(".not_configured", default: "SnapTrade is not configured.") return end if snaptrade_item.oauth_configured? snaptrade_item.sync_later unless snaptrade_item.syncing? redirect_to setup_accounts_snaptrade_item_path(snaptrade_item) else redirect_to oauth_authorize_snaptrade_items_path(item_id: snaptrade_item.id) end end def select_accounts @accountable_type = params[:accountable_type] @return_to = params[:return_to] snaptrade_item = current_snaptrade_item unless snaptrade_item redirect_to settings_providers_path, alert: t(".not_configured", default: "SnapTrade is not configured.") return end if snaptrade_item.oauth_configured? redirect_to setup_accounts_snaptrade_item_path(snaptrade_item, accountable_type: @accountable_type, return_to: @return_to) else redirect_to oauth_authorize_snaptrade_items_path(item_id: snaptrade_item.id, accountable_type: @accountable_type, return_to: @return_to) end end def select_existing_account @account_id = params[:account_id] @account = Current.family.accounts.find_by(id: @account_id) snaptrade_item = current_snaptrade_item 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] snaptrade_item_id = params[:snaptrade_item_id] account = Current.family.accounts.find_by(id: account_id) snaptrade_item = Current.family.snaptrade_items.find_by(id: snaptrade_item_id) 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 current_snaptrade_item active_items = Current.family.snaptrade_items.active active_items.syncable.ordered.first || active_items.ordered.first end def build_connections_list api_connections = @snaptrade_item.fetch_connections local_accounts = @snaptrade_item.snaptrade_accounts .includes(:account_provider) .group_by(&:snaptrade_authorization_id) result = { connections: [] } api_connections.each do |api_conn| auth_id = api_conn["id"] local_accts = local_accounts[auth_id] || [] result[:connections] << { authorization_id: auth_id, brokerage_name: api_conn.dig("brokerage", "name") || I18n.t("snaptrade_items.connections.unknown_brokerage"), brokerage_slug: api_conn.dig("brokerage", "slug"), accounts: local_accts.map { |acct| { id: acct.id, name: acct.name, linked: acct.account_provider.present? } }, orphaned_connection: local_accts.empty? } end result rescue Provider::Snaptrade::ApiError => e @error = e.message { connections: [] } 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