# frozen_string_literal: true class QuestradeItem < ApplicationRecord include Syncable, Provided, Unlinking, Encryptable enum :status, { good: "good", requires_update: "requires_update" }, default: :good # Encrypt sensitive credentials if ActiveRecord encryption is configured # (encryption_ready? is provided by Encryptable, shared with the other providers). if encryption_ready? encrypts :refresh_token, deterministic: true encrypts :raw_payload encrypts :raw_institution_payload end validates :name, presence: true validates :refresh_token, presence: true, unless: :scheduled_for_deletion? belongs_to :family has_one_attached :logo, dependent: :purge_later has_many :questrade_accounts, dependent: :destroy has_many :accounts, through: :questrade_accounts scope :active, -> { where(scheduled_for_deletion: false) } scope :syncable, -> { active.where.not(refresh_token: nil) } scope :ordered, -> { order(created_at: :desc) } scope :needs_update, -> { where(status: :requires_update) } def syncer QuestradeItem::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 || questrade_accounts.where(activities_fetch_pending: true).exists? end # Import data from provider API def import_latest_questrade_data(sync: nil) provider = questrade_provider unless provider DebugLogEntry.capture( category: "provider_sync_error", level: "error", message: "Cannot import: Questrade provider is not configured", source: self.class.name, provider_key: "questrade", family: family, metadata: { questrade_item_id: id } ) raise StandardError, I18n.t("questrade_items.errors.provider_not_configured") end QuestradeItem::Importer.new(self, questrade_provider: provider, sync: sync).import rescue => e DebugLogEntry.capture( category: "provider_sync_error", level: "error", message: "Failed to import data", source: self.class.name, provider_key: "questrade", family: family, metadata: { questrade_item_id: id, error_class: e.class.name, error_message: e.message } ) raise end # Process linked accounts after data import def process_accounts return [] if questrade_accounts.empty? results = [] linked_questrade_accounts.includes(account_provider: :account).each do |questrade_account| begin result = QuestradeAccount::Processor.new(questrade_account).process results << { questrade_account_id: questrade_account.id, success: true, result: result } rescue => e DebugLogEntry.capture( category: "provider_sync_error", level: "error", message: "Failed to process account", source: self.class.name, provider_key: "questrade", family: family, metadata: { questrade_item_id: id, questrade_account_id: questrade_account.id, error_class: e.class.name, error_message: e.message } ) results << { questrade_account_id: questrade_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 DebugLogEntry.capture( category: "provider_sync_error", level: "error", message: "Failed to schedule sync for account", source: self.class.name, provider_key: "questrade", family: family, metadata: { questrade_item_id: id, account_id: account.id, error_class: e.class.name, error_message: e.message } ) results << { account_id: account.id, success: false, error: e.message } end end results end def upsert_questrade_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_questrade_accounts questrade_accounts.joins(:account_provider) end # Unlinked accounts (no AccountProvider association) def unlinked_questrade_accounts questrade_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("questrade_items.sync_status.no_accounts") elsif unlinked_count == 0 I18n.t("questrade_items.sync_status.synced", count: linked_count) else I18n.t("questrade_items.sync_status.synced_with_setup", linked: linked_count, unlinked: unlinked_count) end end def linked_accounts_count questrade_accounts.joins(:account_provider).count end def unlinked_accounts_count questrade_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count end def total_accounts_count questrade_accounts.count end def institution_display_name institution_name.presence || institution_domain.presence || name end def connected_institutions questrade_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("questrade_items.institution_summary.none") else I18n.t("questrade_items.institution_summary.count", count: institutions.count) end end def credentials_configured? refresh_token.present? end end