mirror of
https://github.com/we-promise/sure.git
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191 lines
6.1 KiB
Plaintext
191 lines
6.1 KiB
Plaintext
# frozen_string_literal: true
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class <%= class_name %>Item < 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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if encryption_ready?
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<% parsed_fields.select { |f| f[:secret] }.each do |field| -%>
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encrypts :<%= field[:name] %>, deterministic: true
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<% end -%>
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end
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validates :name, presence: true
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<% parsed_fields.select { |f| f[:secret] }.each do |field| -%>
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validates :<%= field[:name] %>, presence: true, on: :create
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<% end -%>
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belongs_to :family
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has_one_attached :logo
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has_many :<%= file_name %>_accounts, dependent: :destroy
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has_many :accounts, through: :<%= file_name %>_accounts
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scope :active, -> { where(scheduled_for_deletion: false) }
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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 syncer
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<%= class_name %>Item::Syncer.new(self)
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end
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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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<% if investment_provider? -%>
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# Override syncing? to include background activities fetch
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def syncing?
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super || <%= file_name %>_accounts.where(activities_fetch_pending: true).exists?
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end
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<% end -%>
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# Import data from provider API
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def import_latest_<%= file_name %>_data(sync: nil)
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provider = <%= file_name %>_provider
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unless provider
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Rails.logger.error "<%= class_name %>Item #{id} - Cannot import: provider is not configured"
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raise StandardError, I18n.t("<%= file_name %>_items.errors.provider_not_configured")
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end
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<%= class_name %>Item::Importer.new(self, <%= file_name %>_provider: provider, sync: sync).import
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rescue => e
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Rails.logger.error "<%= class_name %>Item #{id} - Failed to import data: #{e.message}"
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raise
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end
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# Process linked accounts after data import
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def process_accounts
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return [] if <%= file_name %>_accounts.empty?
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results = []
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linked_<%= file_name %>_accounts.includes(account_provider: :account).each do |<%= file_name %>_account|
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begin
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result = <%= class_name %>Account::Processor.new(<%= file_name %>_account).process
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results << { <%= file_name %>_account_id: <%= file_name %>_account.id, success: true, result: result }
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rescue => e
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Rails.logger.error "<%= class_name %>Item #{id} - Failed to process account #{<%= file_name %>_account.id}: #{e.message}"
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results << { <%= file_name %>_account_id: <%= file_name %>_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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# Schedule sync jobs for all linked accounts
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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 "<%= class_name %>Item #{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_<%= file_name %>_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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def has_completed_initial_setup?
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accounts.any?
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end
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# Linked accounts (have AccountProvider association)
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def linked_<%= file_name %>_accounts
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<%= file_name %>_accounts.joins(:account_provider)
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end
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# Unlinked accounts (no AccountProvider association)
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def unlinked_<%= file_name %>_accounts
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<%= file_name %>_accounts.left_joins(:account_provider).where(account_providers: { id: nil })
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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("<%= file_name %>_items.sync_status.no_accounts")
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elsif unlinked_count == 0
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I18n.t("<%= file_name %>_items.sync_status.synced", count: linked_count)
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else
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I18n.t("<%= file_name %>_items.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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<%= file_name %>_accounts.joins(:account_provider).count
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end
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def unlinked_accounts_count
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<%= file_name %>_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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<%= file_name %>_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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<%= file_name %>_accounts.includes(:account)
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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 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("<%= file_name %>_items.institution_summary.none")
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else
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I18n.t("<%= file_name %>_items.institution_summary.count", count: institutions.count)
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end
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end
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def credentials_configured?
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<% if parsed_fields.select { |f| f[:secret] }.any? -%>
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<%= parsed_fields.select { |f| f[:secret] }.map { |f| "#{f[:name]}.present?" }.join(" && ") %>
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<% else -%>
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true
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<% end -%>
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end
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<% parsed_fields.select { |f| f[:default] }.each do |field| %>
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def effective_<%= field[:name] %>
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<%= field[:name] %>.presence || "<%= field[:default] %>"
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end
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<% end -%>
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end
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