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1191d9f7d8
* feat: scope Mercury account uniqueness to mercury_item * feat: extend to all other providers * fix: add uniqueness test * fix: lint * fix: test * fix: coderabbit comment * fix: coderabbit comment * fix: coderabbit comment * fix: update * fix: lint * fix: update * fix: update
76 lines
2.2 KiB
Ruby
76 lines
2.2 KiB
Ruby
class PlaidAccount < ApplicationRecord
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include Encryptable
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# Encrypt raw payloads if ActiveRecord encryption is configured
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if encryption_ready?
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encrypts :raw_payload
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encrypts :raw_transactions_payload
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# Support reading data encrypted under the old column name after rename
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encrypts :raw_holdings_payload, previous: { attribute: :raw_investments_payload }
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encrypts :raw_liabilities_payload
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end
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belongs_to :plaid_item
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# Legacy association via foreign key (will be removed after migration)
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has_one :account, dependent: :nullify, foreign_key: :plaid_account_id
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# New association through account_providers
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has_one :account_provider, as: :provider, dependent: :destroy
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has_one :linked_account, through: :account_provider, source: :account
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validates :name, :plaid_type, :currency, presence: true
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validates :plaid_id, uniqueness: { scope: :plaid_item_id }
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validate :has_balance
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# Helper to get account using new system first, falling back to legacy
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def current_account
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linked_account || account
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end
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def upsert_plaid_snapshot!(account_snapshot)
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assign_attributes(
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current_balance: account_snapshot.balances.current,
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available_balance: account_snapshot.balances.available,
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currency: account_snapshot.balances.iso_currency_code,
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plaid_type: account_snapshot.type,
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plaid_subtype: account_snapshot.subtype,
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name: account_snapshot.name,
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mask: account_snapshot.mask,
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raw_payload: account_snapshot
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)
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save!
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end
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def upsert_plaid_transactions_snapshot!(transactions_snapshot)
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assign_attributes(
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raw_transactions_payload: transactions_snapshot
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)
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save!
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end
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def upsert_plaid_holdings_snapshot!(holdings_snapshot)
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assign_attributes(
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raw_holdings_payload: holdings_snapshot
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)
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save!
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end
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def upsert_plaid_liabilities_snapshot!(liabilities_snapshot)
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assign_attributes(
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raw_liabilities_payload: liabilities_snapshot
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)
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save!
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end
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private
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# Plaid guarantees at least one of these. This validation is a sanity check for that guarantee.
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def has_balance
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return if current_balance.present? || available_balance.present?
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errors.add(:base, "Plaid account must have either current or available balance")
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end
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end
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