# frozen_string_literal: true class IndexaCapitalItem < 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 if encryption_ready? encrypts :password, deterministic: true encrypts :api_token, deterministic: true end validates :name, presence: true validate :credentials_present_on_create, on: :create belongs_to :family has_one_attached :logo, dependent: :purge_later has_many :indexa_capital_accounts, dependent: :destroy has_many :accounts, through: :indexa_capital_accounts scope :active, -> { where(scheduled_for_deletion: false) } scope :syncable, -> { active } scope :ordered, -> { order(created_at: :desc) } scope :needs_update, -> { where(status: :requires_update) } def syncer IndexaCapitalItem::Syncer.new(self) end def destroy_later update!(scheduled_for_deletion: true) DestroyJob.perform_later(self) end # Override syncing? to include background activities fetch def syncing? super || indexa_capital_accounts.where(activities_fetch_pending: true).exists? end # Import data from provider API def import_latest_indexa_capital_data(sync: nil) provider = indexa_capital_provider unless provider Rails.logger.error "IndexaCapitalItem #{id} - Cannot import: provider is not configured" raise StandardError, I18n.t("indexa_capital_items.errors.provider_not_configured") end IndexaCapitalItem::Importer.new(self, indexa_capital_provider: provider, sync: sync).import rescue => e Rails.logger.error "IndexaCapitalItem #{id} - Failed to import data: #{e.message}" raise end # Process linked accounts after data import def process_accounts return [] if indexa_capital_accounts.empty? results = [] linked_indexa_capital_accounts.includes(account_provider: :account).each do |indexa_capital_account| begin result = IndexaCapitalAccount::Processor.new(indexa_capital_account).process results << { indexa_capital_account_id: indexa_capital_account.id, success: true, result: result } rescue => e Rails.logger.error "IndexaCapitalItem #{id} - Failed to process account #{indexa_capital_account.id}: #{e.message}" results << { indexa_capital_account_id: indexa_capital_account.id, success: false, error: e.message } end end results end # Schedule sync jobs for all linked accounts def schedule_account_syncs(parent_sync: nil, window_start_date: nil, window_end_date: nil) return [] if accounts.empty? results = [] accounts.visible.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 "IndexaCapitalItem #{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_indexa_capital_snapshot!(accounts_snapshot) assign_attributes( raw_payload: accounts_snapshot ) save! end def has_completed_initial_setup? accounts.any? end # Linked accounts (have AccountProvider association) def linked_indexa_capital_accounts indexa_capital_accounts.joins(:account_provider) end # Unlinked accounts (no AccountProvider association) def unlinked_indexa_capital_accounts indexa_capital_accounts.left_joins(:account_provider).where(account_providers: { id: nil }) 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("indexa_capital_items.sync_status.no_accounts") elsif unlinked_count == 0 I18n.t("indexa_capital_items.sync_status.synced", count: linked_count) else I18n.t("indexa_capital_items.sync_status.synced_with_setup", linked: linked_count, unlinked: unlinked_count) end end def linked_accounts_count indexa_capital_accounts.joins(:account_provider).count end def unlinked_accounts_count indexa_capital_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count end def total_accounts_count indexa_capital_accounts.count end def institution_display_name institution_name.presence || institution_domain.presence || name end def connected_institutions indexa_capital_accounts.includes(:account) .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("indexa_capital_items.institution_summary.none") else I18n.t("indexa_capital_items.institution_summary.count", count: institutions.count) end end private def credentials_present_on_create return if credentials_configured? errors.add(:base, "Either INDEXA_API_TOKEN env var or username/document/password credentials are required") end end