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sure/lib/generators/provider/family/templates/item_model.rb.tt

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# frozen_string_literal: true
class <%= class_name %>Item < ApplicationRecord
include Syncable, Provided, Unlinking
enum :status, { good: "good", requires_update: "requires_update" }, default: :good
# Helper to detect if ActiveRecord Encryption is configured for this app
def self.encryption_ready?
creds_ready = Rails.application.credentials.active_record_encryption.present?
env_ready = ENV["ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY"].present? &&
ENV["ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY"].present? &&
ENV["ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT"].present?
creds_ready || env_ready
end
# Encrypt sensitive credentials if ActiveRecord encryption is configured
if encryption_ready?
<% parsed_fields.select { |f| f[:secret] }.each do |field| -%>
encrypts :<%= field[:name] %>, deterministic: true
<% end -%>
end
validates :name, presence: true
<% parsed_fields.select { |f| f[:secret] }.each do |field| -%>
validates :<%= field[:name] %>, presence: true, on: :create
<% end -%>
belongs_to :family
has_one_attached :logo
has_many :<%= file_name %>_accounts, dependent: :destroy
has_many :accounts, through: :<%= file_name %>_accounts
scope :active, -> { where(scheduled_for_deletion: false) }
scope :ordered, -> { order(created_at: :desc) }
scope :needs_update, -> { where(status: :requires_update) }
def syncer
<%= class_name %>Item::Syncer.new(self)
end
def destroy_later
update!(scheduled_for_deletion: true)
DestroyJob.perform_later(self)
end
<% if investment_provider? -%>
# Override syncing? to include background activities fetch
def syncing?
super || <%= file_name %>_accounts.where(activities_fetch_pending: true).exists?
end
<% end -%>
# Import data from provider API
def import_latest_<%= file_name %>_data(sync: nil)
provider = <%= file_name %>_provider
unless provider
Rails.logger.error "<%= class_name %>Item #{id} - Cannot import: provider is not configured"
raise StandardError, I18n.t("<%= file_name %>_items.errors.provider_not_configured")
end
<%= class_name %>Item::Importer.new(self, <%= file_name %>_provider: provider, sync: sync).import
rescue => e
Rails.logger.error "<%= class_name %>Item #{id} - Failed to import data: #{e.message}"
raise
end
# Process linked accounts after data import
def process_accounts
return [] if <%= file_name %>_accounts.empty?
results = []
linked_<%= file_name %>_accounts.includes(account_provider: :account).each do |<%= file_name %>_account|
begin
result = <%= class_name %>Account::Processor.new(<%= file_name %>_account).process
results << { <%= file_name %>_account_id: <%= file_name %>_account.id, success: true, result: result }
rescue => e
Rails.logger.error "<%= class_name %>Item #{id} - Failed to process account #{<%= file_name %>_account.id}: #{e.message}"
results << { <%= file_name %>_account_id: <%= file_name %>_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
Rails.logger.error "<%= class_name %>Item #{id} - Failed to schedule sync for account #{account.id}: #{e.message}"
results << { account_id: account.id, success: false, error: e.message }
end
end
results
end
def upsert_<%= file_name %>_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_<%= file_name %>_accounts
<%= file_name %>_accounts.joins(:account_provider)
end
# Unlinked accounts (no AccountProvider association)
def unlinked_<%= file_name %>_accounts
<%= file_name %>_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("<%= file_name %>_items.sync_status.no_accounts")
elsif unlinked_count == 0
I18n.t("<%= file_name %>_items.sync_status.synced", count: linked_count)
else
I18n.t("<%= file_name %>_items.sync_status.synced_with_setup", linked: linked_count, unlinked: unlinked_count)
end
end
def linked_accounts_count
<%= file_name %>_accounts.joins(:account_provider).count
end
def unlinked_accounts_count
<%= file_name %>_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count
end
def total_accounts_count
<%= file_name %>_accounts.count
end
def institution_display_name
institution_name.presence || institution_domain.presence || name
end
def connected_institutions
<%= file_name %>_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("<%= file_name %>_items.institution_summary.none")
else
I18n.t("<%= file_name %>_items.institution_summary.count", count: institutions.count)
end
end
def credentials_configured?
<% if parsed_fields.select { |f| f[:secret] }.any? -%>
<%= parsed_fields.select { |f| f[:secret] }.map { |f| "#{f[:name]}.present?" }.join(" && ") %>
<% else -%>
true
<% end -%>
end
<% parsed_fields.select { |f| f[:default] }.each do |field| %>
def effective_<%= field[:name] %>
<%= field[:name] %>.presence || "<%= field[:default] %>"
end
<% end -%>
end