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e8f935bc6f
* Remove plaid initialiser The initializer can be safely removed because: - Config is lazily loaded via Provider::Registry - reload_configuration is called after settings updates - All calling code handles nil configs gracefully - Initial nil state is fine - config loads on first use * Fix for missing config * Actually don't pollute application.rb * Add currency loading for balances * Fix race condition on lazy load * Allow loans to be imported in lunch flow also * Fix currency processor
91 lines
2.9 KiB
Ruby
91 lines
2.9 KiB
Ruby
class SimplefinAccount::Processor
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attr_reader :simplefin_account
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def initialize(simplefin_account)
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@simplefin_account = simplefin_account
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end
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# Each step represents different SimpleFin data processing
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# Processing the account is the first step and if it fails, we halt
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# Each subsequent step can fail independently, but we continue processing
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def process
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unless simplefin_account.current_account.present?
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return
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end
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process_account!
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process_transactions
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process_investments
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process_liabilities
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end
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private
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def process_account!
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# This should not happen in normal flow since accounts are created manually
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# during setup, but keeping as safety check
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if simplefin_account.current_account.blank?
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Rails.logger.error("SimpleFin account #{simplefin_account.id} has no associated Account - this should not happen after manual setup")
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return
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end
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# Update account balance and cash balance from latest SimpleFin data
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account = simplefin_account.current_account
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balance = simplefin_account.current_balance || simplefin_account.available_balance || 0
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# SimpleFin returns negative balances for credit cards (liabilities)
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# But Maybe expects positive balances for liabilities
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if account.accountable_type == "CreditCard" || account.accountable_type == "Loan"
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balance = balance.abs
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end
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# Calculate cash balance correctly for investment accounts
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cash_balance = if account.accountable_type == "Investment"
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calculator = SimplefinAccount::Investments::BalanceCalculator.new(simplefin_account)
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calculator.cash_balance
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else
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balance
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end
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account.update!(
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balance: balance,
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cash_balance: cash_balance,
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currency: simplefin_account.currency
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)
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end
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def process_transactions
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SimplefinAccount::Transactions::Processor.new(simplefin_account).process
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rescue => e
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report_exception(e, "transactions")
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end
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def process_investments
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return unless simplefin_account.current_account&.accountable_type == "Investment"
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SimplefinAccount::Investments::TransactionsProcessor.new(simplefin_account).process
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SimplefinAccount::Investments::HoldingsProcessor.new(simplefin_account).process
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rescue => e
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report_exception(e, "investments")
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end
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def process_liabilities
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case simplefin_account.current_account&.accountable_type
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when "CreditCard"
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SimplefinAccount::Liabilities::CreditProcessor.new(simplefin_account).process
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when "Loan"
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SimplefinAccount::Liabilities::LoanProcessor.new(simplefin_account).process
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end
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rescue => e
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report_exception(e, "liabilities")
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end
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def report_exception(error, context)
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Sentry.capture_exception(error) do |scope|
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scope.set_tags(
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simplefin_account_id: simplefin_account.id,
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context: context
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)
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end
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end
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end
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