require "digest/md5" # Processes a single Sophtron transaction and creates/updates a Maybe Transaction. # # This processor takes raw transaction data from the Sophtron API and converts it # into a Maybe Transaction record using the Account::ProviderImportAdapter. # It handles currency normalization, merchant matching, and data validation. # # Expected transaction structure from Sophtron: # { # id: String, # accountId: String, # amount: Numeric, # currency: String, # date: String/Date, # merchant: String, # description: String # } class SophtronEntry::Processor include CurrencyNormalizable # Initializes a new processor for a Sophtron transaction. # # @param sophtron_transaction [Hash] Raw transaction data from Sophtron API # @param sophtron_account [SophtronAccount] The account this transaction belongs to def initialize(sophtron_transaction, sophtron_account:) @sophtron_transaction = sophtron_transaction @sophtron_account = sophtron_account end # Processes the transaction and creates/updates a Maybe Transaction record. # # This method validates the transaction data, creates or finds a merchant, # and uses the ProviderImportAdapter to import the transaction into Maybe. # It respects user overrides through the enrichment pattern. # # @return [Entry, nil] The created/updated Entry, or nil if account not linked # @raise [ArgumentError] if required transaction fields are missing # @raise [StandardError] if the transaction cannot be saved def process # Validate that we have a linked account before processing unless account.present? Rails.logger.warn "SophtronEntry::Processor - No linked account for sophtron_account #{sophtron_account.id}, skipping transaction #{external_id}" return nil end # Wrap import in error handling to catch validation and save errors begin import_adapter.import_transaction( external_id: external_id, amount: amount, currency: currency, date: date, name: name, source: "sophtron", merchant: merchant, notes: notes ) rescue ArgumentError => e # Re-raise validation errors (missing required fields, invalid data) Rails.logger.error "SophtronEntry::Processor - Validation error for transaction #{external_id}: #{e.message}" raise rescue ActiveRecord::RecordInvalid, ActiveRecord::RecordNotSaved => e # Handle database save errors Rails.logger.error "SophtronEntry::Processor - Failed to save transaction #{external_id}: #{e.message}" raise StandardError.new("Failed to import transaction: #{e.message}") rescue => e # Catch unexpected errors with full context Rails.logger.error "SophtronEntry::Processor - Unexpected error processing transaction #{external_id}: #{e.class} - #{e.message}" Rails.logger.error e.backtrace.join("\n") raise StandardError.new("Unexpected error importing transaction: #{e.message}") end end private attr_reader :sophtron_transaction, :sophtron_account # Returns the import adapter for this transaction's account. # # @return [Account::ProviderImportAdapter] Adapter for importing transactions def import_adapter @import_adapter ||= Account::ProviderImportAdapter.new(account) end # Returns the linked Maybe Account for this transaction. # # @return [Account, nil] The linked account def account @account ||= sophtron_account.current_account end # Returns the transaction data with indifferent access. # # @return [ActiveSupport::HashWithIndifferentAccess] Normalized transaction data def data @data ||= sophtron_transaction.with_indifferent_access end # Generates a unique external ID for this transaction. # # Prefixes the Sophtron transaction ID with 'sophtron_' to avoid conflicts # with other providers. # # @return [String] The external ID (e.g., 'sophtron_12345') # @raise [ArgumentError] if the transaction ID is missing def external_id id = data[:id].presence raise ArgumentError, "Sophtron transaction missing required field 'id'" unless id "sophtron_#{id}" end # Extracts the transaction name from the data. # # Falls back to "Unknown transaction" if merchant is not present. # # @return [String] The transaction name def name data[:merchant].presence || t("sophtron_items.sophtron_entry.processor.unknown_transaction") end # Extracts optional notes/description from the transaction. # # @return [String, nil] Transaction description def notes data[:description].presence end # Finds or creates a merchant for this transaction. # # Creates a deterministic merchant ID using MD5 hash of the merchant name. # This ensures the same merchant name always maps to the same merchant record. # # @return [Merchant, nil] The merchant object, or nil if merchant data is missing def merchant return nil unless data[:merchant].present? # Create a stable merchant ID from the merchant name # Using digest to ensure uniqueness while keeping it deterministic merchant_name = data[:merchant].to_s.strip return nil if merchant_name.blank? merchant_id = Digest::MD5.hexdigest(merchant_name.downcase) @merchant ||= begin import_adapter.find_or_create_merchant( provider_merchant_id: "sophtron_merchant_#{merchant_id}", name: merchant_name, source: "sophtron" ) rescue ActiveRecord::RecordInvalid => e Rails.logger.error "SophtronEntry::Processor - Failed to create merchant '#{merchant_name}': #{e.message}" nil end end # Parses and converts the transaction amount. # # Sophtron uses standard banking convention (negative = expense, positive = income) # while Maybe uses inverted signs (positive = expense, negative = income). # This method negates the amount to convert between conventions. # # @return [BigDecimal] The converted amount # @raise [ArgumentError] if the amount cannot be parsed def amount parsed_amount = case data[:amount] when String BigDecimal(data[:amount]) when Numeric BigDecimal(data[:amount].to_s) else BigDecimal("0") end # Sophtron likely uses standard convention where negative is expense, positive is income # Maybe expects opposite convention (expenses positive, income negative) # So we negate the amount to convert from Sophtron to Maybe format -parsed_amount rescue ArgumentError => e Rails.logger.error "Failed to parse Sophtron transaction amount: #{data[:amount].inspect} - #{e.message}" raise end # Extracts and normalizes the currency code. # # Falls back to the account currency, then USD if not specified. # # @return [String] Three-letter currency code (e.g., 'USD') def currency parse_currency(data[:currency]) || account&.currency || "USD" end # Logs invalid currency codes. # # @param currency_value [String] The invalid currency code # @return [void] def log_invalid_currency(currency_value) Rails.logger.warn("Invalid currency code '#{currency_value}' in Sophtron transaction #{external_id}, falling back to account currency") end # Parses the transaction date from various formats. # # Handles: # - String dates (ISO format) # - Unix timestamps (Integer/Float) # - Time/DateTime objects # - Date objects # # @return [Date] The parsed transaction date # @raise [ArgumentError] if the date cannot be parsed def date case data[:date] when String Date.parse(data[:date]) when Integer, Float # Unix timestamp Time.at(data[:date]).to_date when Time, DateTime data[:date].to_date when Date data[:date] else Rails.logger.error("Sophtron transaction has invalid date value: #{data[:date].inspect}") raise ArgumentError, "Invalid date format: #{data[:date].inspect}" end rescue ArgumentError, TypeError => e Rails.logger.error("Failed to parse Sophtron transaction date '#{data[:date]}': #{e.message}") raise ArgumentError, "Unable to parse transaction date: #{data[:date].inspect}" end end