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- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor) - Detect income vs expense using targetAccount == recipientId from borderless accounts API - Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype - Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE) - Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records - Add provider connection status registration, routes, views, and i18n - Add migration for wise_items and wise_accounts tables - Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
167 lines
5.2 KiB
Ruby
167 lines
5.2 KiB
Ruby
# frozen_string_literal: true
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class WiseItem < ApplicationRecord
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include Syncable, Provided, Unlinking, Encryptable
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enum :status, { good: "good", requires_update: "requires_update" }, default: :good
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enum :profile_type, { personal: "personal", business: "business" }
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if encryption_ready?
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encrypts :token, deterministic: true
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encrypts :raw_payload
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end
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validates :name, :profile_id, :profile_type, presence: true
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validates :token, presence: true, on: :create
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validates :profile_id, uniqueness: { scope: :family_id }
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before_validation :normalize_token
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belongs_to :family
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has_many :wise_accounts, dependent: :destroy
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has_many :accounts, through: :wise_accounts
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scope :active, -> { where(scheduled_for_deletion: false) }
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scope :syncable, -> { active }
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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_wise_data(sync_start_date: nil)
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provider = wise_provider
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unless provider
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Rails.logger.error "WiseItem #{id} - Cannot import: provider not configured"
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raise Provider::Wise::WiseError.new("Wise provider is not configured", :not_configured)
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end
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WiseItem::Importer.new(self, wise_provider: provider, sync_start_date: sync_start_date).import
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rescue => e
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Rails.logger.error "WiseItem #{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 wise_accounts.empty?
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results = []
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wise_accounts.joins(:account).merge(Account.visible).each do |wise_account|
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begin
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result = WiseAccount::Processor.new(wise_account).process
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results << { wise_account_id: wise_account.id, success: true, result: result }
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rescue => e
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Rails.logger.error "WiseItem #{id} - Failed to process account #{wise_account.id}: #{e.message}"
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results << { wise_account_id: wise_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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# Finds interbalance entry pairs (JAR inflow ↔ STANDARD outflow) and links them as Transfers.
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def link_jar_transfers!
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account_ids = accounts.pluck(:id)
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return if account_ids.empty?
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inflow_entries = Entry.where(source: "wise", account_id: account_ids)
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.where("external_id LIKE 'wise_interbalance_%_inflow'")
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inflow_entries.each do |inflow_entry|
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resource_id = inflow_entry.external_id.sub("wise_interbalance_", "").sub("_inflow", "")
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outflow_entry = Entry.where(source: "wise", account_id: account_ids,
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external_id: "wise_interbalance_#{resource_id}_outflow").first
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next unless outflow_entry
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next unless inflow_entry.entryable.is_a?(Transaction) && outflow_entry.entryable.is_a?(Transaction)
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inflow_txn = inflow_entry.entryable
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outflow_txn = outflow_entry.entryable
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next if Transfer.exists?(inflow_transaction_id: inflow_txn.id)
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next if Transfer.exists?(outflow_transaction_id: outflow_txn.id)
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transfer = Transfer.new(inflow_transaction: inflow_txn, outflow_transaction: outflow_txn, status: "confirmed")
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unless transfer.save
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Rails.logger.warn "WiseItem #{id} - Could not link interbalance #{resource_id}: #{transfer.errors.full_messages.join(", ")}"
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end
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rescue => e
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Rails.logger.error "WiseItem #{id} - Error linking interbalance #{resource_id}: #{e.message}"
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end
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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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return [] if accounts.empty?
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results = []
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accounts.visible.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 "WiseItem #{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 has_completed_initial_setup?
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accounts.any?
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end
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def credentials_configured?
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token.to_s.strip.present?
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end
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def sync_status_summary
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total = total_accounts_count
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linked = linked_accounts_count
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unlinked = unlinked_accounts_count
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if total == 0
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I18n.t("wise_items.sync_status.no_accounts")
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elsif unlinked == 0
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I18n.t("wise_items.sync_status.all_synced", count: linked)
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else
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I18n.t("wise_items.sync_status.partial_setup", synced: linked, pending: unlinked)
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end
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end
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def linked_accounts_count
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wise_accounts.joins(:account_provider).count
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end
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def unlinked_accounts_count
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wise_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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wise_accounts.count
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end
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def institution_display_name
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"Wise"
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end
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def wise_provider
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return nil unless credentials_configured?
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Provider::Wise.new(token.to_s.strip, base_url: Rails.configuration.x.wise.base_url)
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end
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private
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def normalize_token
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self.token = token&.strip
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end
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end
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