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* Infer SnapTrade account types from categories * Allow choosing SnapTrade account types * Reauthorize SnapTrade connections needing attention * Clear stale SnapTrade reconnect state * Always schedule SnapTrade reconnect syncs * Recognize SnapTrade credit card accounts * Recognize SnapTrade crypto account types * Schedule SnapTrade syncs after active imports * Fix SnapTrade account type CI tests * Normalize SnapTrade card account types
248 lines
8.4 KiB
Ruby
248 lines
8.4 KiB
Ruby
class SnaptradeItem < ApplicationRecord
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include Syncable, Provided, Unlinking
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enum :status, { good: "good", requires_update: "requires_update" }, default: :good
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# Helper to detect if ActiveRecord Encryption is configured for this app
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def self.encryption_ready?
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creds_ready = Rails.application.credentials.active_record_encryption.present?
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env_ready = ENV["ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY"].present? &&
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ENV["ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY"].present? &&
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ENV["ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT"].present?
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creds_ready || env_ready
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end
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# Encrypt sensitive credentials if ActiveRecord encryption is configured
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# client_id/consumer_key use deterministic encryption (may need querying)
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# snaptrade_user_secret uses non-deterministic (more secure for pure secrets)
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# Note: snaptrade_user_id is not encrypted as it's just an identifier, not a secret
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if encryption_ready?
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encrypts :client_id, deterministic: true
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encrypts :consumer_key, deterministic: true
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encrypts :snaptrade_user_secret
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encrypts :oauth_access_token
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encrypts :oauth_refresh_token
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end
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validates :name, presence: true
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belongs_to :family
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has_one_attached :logo, dependent: :purge_later
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has_many :snaptrade_accounts, dependent: :destroy
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has_many :linked_accounts, through: :snaptrade_accounts
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scope :active, -> { where(scheduled_for_deletion: false) }
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# Syncable = active + authorized via OAuth (has an access token).
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# oauth_access_token is non-deterministically encrypted, so it can only be
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# queried with an IS NULL check (never persisted as "" -- see apply_oauth_tokens!).
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scope :syncable, -> { active.where.not(oauth_access_token: nil) }
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scope :ordered, -> { order(created_at: :desc) }
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scope :needs_update, -> { where(status: :requires_update) }
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def destroy_later
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update!(scheduled_for_deletion: true)
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DestroyJob.perform_later(self)
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end
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def import_latest_snaptrade_data(sync: nil)
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provider = snaptrade_provider
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unless provider
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Rails.logger.error "SnaptradeItem #{id} - Cannot import: OAuth not authorized"
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raise StandardError, "SnapTrade is not authorized"
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end
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SnaptradeItem::Importer.new(self, snaptrade_provider: provider, sync: sync).import
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rescue => e
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Rails.logger.error "SnaptradeItem #{id} - Failed to import data: #{e.message}"
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raise
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end
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def process_accounts
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return [] if snaptrade_accounts.empty?
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results = []
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# Process only accounts that are linked to a Sure account
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linked_snaptrade_accounts.includes(account_provider: :account).each do |snaptrade_account|
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account = snaptrade_account.current_account
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next unless account
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next if account.pending_deletion? || account.disabled?
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begin
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result = SnaptradeAccount::Processor.new(snaptrade_account).process
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results << { snaptrade_account_id: snaptrade_account.id, success: true, result: result }
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rescue => e
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Rails.logger.error "SnaptradeItem #{id} - Failed to process account #{snaptrade_account.id}: #{e.message}"
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results << { snaptrade_account_id: snaptrade_account.id, success: false, error: e.message }
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end
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end
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results
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end
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def schedule_account_syncs(parent_sync: nil, window_start_date: nil, window_end_date: nil)
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linked_accounts = accounts.reject { |a| a.pending_deletion? || a.disabled? }
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return [] if linked_accounts.empty?
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results = []
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linked_accounts.each do |account|
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begin
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account.sync_later(
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parent_sync: parent_sync,
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window_start_date: window_start_date,
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window_end_date: window_end_date
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)
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results << { account_id: account.id, success: true }
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rescue => e
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Rails.logger.error "SnaptradeItem #{id} - Failed to schedule sync for account #{account.id}: #{e.message}"
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results << { account_id: account.id, success: false, error: e.message }
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end
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end
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results
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end
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def upsert_snaptrade_snapshot!(accounts_snapshot)
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assign_attributes(
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raw_payload: accounts_snapshot
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)
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save!
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end
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# Persist an OAuth token payload (string keys, as returned by the token endpoint).
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# A rotation response may omit refresh_token; keep the existing one in that case.
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def apply_oauth_tokens!(payload)
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raise ArgumentError, "OAuth token payload missing access_token" if payload["access_token"].blank?
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update!(
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oauth_access_token: payload["access_token"],
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oauth_refresh_token: payload["refresh_token"].presence || oauth_refresh_token,
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oauth_token_type: payload["token_type"].presence || oauth_token_type,
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oauth_scope: payload["scope"].presence || oauth_scope,
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oauth_token_expires_at: payload["expires_in"].present? ? Time.current + payload["expires_in"].to_i.seconds : oauth_token_expires_at
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)
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end
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def has_completed_initial_setup?
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# Setup is complete if we have any linked accounts
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accounts.any?
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end
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def sync_status_summary
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total_accounts = total_accounts_count
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linked_count = linked_accounts_count
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unlinked_count = unlinked_accounts_count
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if total_accounts == 0
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I18n.t("snaptrade_item.sync_status.no_accounts")
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elsif unlinked_count == 0
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I18n.t("snaptrade_item.sync_status.synced", count: linked_count)
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else
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I18n.t("snaptrade_item.sync_status.synced_with_setup", linked: linked_count, unlinked: unlinked_count)
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end
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end
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def linked_accounts_count
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snaptrade_accounts.joins(:account_provider).count
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end
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def unlinked_accounts_count
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snaptrade_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count
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end
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def total_accounts_count
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snaptrade_accounts.count
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end
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def institution_display_name
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institution_name.presence || institution_domain.presence || name
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end
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def connected_institutions
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snaptrade_accounts
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.where.not(institution_metadata: nil)
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.map { |acc| acc.institution_metadata }
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.uniq { |inst| inst["name"] || inst["institution_name"] }
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end
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def oauth_token_active?
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oauth_access_token.present? && (oauth_token_expires_at.blank? || oauth_token_expires_at.future?)
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end
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def institution_summary
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institutions = connected_institutions
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case institutions.count
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when 0
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I18n.t("snaptrade_item.institution_summary.none")
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when 1
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institutions.first["name"] || institutions.first["institution_name"] || I18n.t("snaptrade_item.institution_summary.count", count: 1)
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else
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I18n.t("snaptrade_item.institution_summary.count", count: institutions.count)
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end
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end
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def oauth_configured?
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oauth_access_token.present?
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end
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alias_method :credentials_configured?, :oauth_configured?
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def fully_configured?
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oauth_configured?
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end
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# Override Syncable#syncing? to also show syncing state when activities are being
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# fetched in the background. This ensures the UI shows the spinner until all data
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# is truly imported, not just when the main sync job completes. Unlinked
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# provider records are intentionally retained for relinking, so a stale fetch
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# flag on one must not keep the whole connection in a syncing state.
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def syncing?
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super || linked_snaptrade_accounts.where(activities_fetch_pending: true).exists?
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end
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# Queue a fresh import after an in-flight item sync. This is needed when a
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# user completes OAuth, adds a brokerage, or links an account midway through
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# a sync: Syncable#sync_later intentionally reuses the in-flight Sync.
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def sync_later_with_follow_up
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active_sync = syncs.visible.ordered.first
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sync_later
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return unless active_sync&.reload&.in_progress?
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SnaptradeFollowUpSyncJob.set(wait: SnaptradeFollowUpSyncJob::RETRY_DELAY).perform_later(self)
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end
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# Get accounts linked via AccountProvider
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def linked_snaptrade_accounts
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snaptrade_accounts.joins(:account_provider)
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end
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# Get all Sure accounts linked to this SnapTrade item
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def accounts
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@accounts ||= snaptrade_accounts
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.includes(account_provider: :account)
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.filter_map { |sa| sa.current_account }
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.uniq
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end
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# Get unique brokerages from connected accounts
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def connected_brokerages
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snaptrade_accounts
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.where.not(brokerage_name: nil)
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.pluck(:brokerage_name)
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.uniq
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end
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def brokerage_summary
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brokerages = connected_brokerages
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case brokerages.count
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when 0
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I18n.t("snaptrade_item.brokerage_summary.none")
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when 1
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brokerages.first
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else
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I18n.t("snaptrade_item.brokerage_summary.count", count: brokerages.count)
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end
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end
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end
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