class Provider::SnaptradeAdapter < Provider::Base include Provider::Syncable include Provider::InstitutionMetadata # Register this adapter with the factory Provider::Factory.register("SnaptradeAccount", self) # Define which account types this provider supports # SnapTrade specializes in investment/brokerage accounts def self.supported_account_types %w[Investment Crypto] end # Returns connection configurations for this provider def self.connection_configs(family:) return [] unless family.can_connect_snaptrade? [ { key: "snaptrade", name: I18n.t("providers.snaptrade.name"), description: I18n.t("providers.snaptrade.connection_description"), can_connect: true, new_account_path: ->(accountable_type, return_to) { Rails.application.routes.url_helpers.select_accounts_snaptrade_items_path( accountable_type: accountable_type, return_to: return_to ) }, existing_account_path: ->(account_id) { Rails.application.routes.url_helpers.select_existing_account_snaptrade_items_path( account_id: account_id ) } } ] end def provider_name "snaptrade" end # Build a SnapTrade provider instance with family-specific credentials # @param family [Family] The family to get credentials for (required) # @return [Provider::Snaptrade, nil] Returns nil if credentials are not configured def self.build_provider(family: nil) return nil unless family.present? # Get family-specific credentials snaptrade_item = family.snaptrade_items.where.not(client_id: nil).first return nil unless snaptrade_item&.credentials_configured? Provider::Snaptrade.new( client_id: snaptrade_item.client_id, consumer_key: snaptrade_item.consumer_key ) end def sync_path Rails.application.routes.url_helpers.sync_snaptrade_item_path(item) end def item provider_account.snaptrade_item end def can_delete_holdings? false end def institution_domain metadata = provider_account.institution_metadata return nil unless metadata.present? domain = metadata["domain"] url = metadata["url"] # Derive domain from URL if missing if domain.blank? && url.present? begin domain = URI.parse(url).host&.gsub(/^www\./, "") rescue URI::InvalidURIError Rails.logger.warn("Invalid institution URL for Snaptrade account #{provider_account.id}: #{url}") end end domain end def institution_name metadata = provider_account.institution_metadata return nil unless metadata.present? metadata["name"] || item&.institution_name end def institution_url metadata = provider_account.institution_metadata return nil unless metadata.present? metadata["url"] || item&.institution_url end def institution_color item&.institution_color end end