Files
sure/app/models/lunchflow_item.rb
soky srm 91a91c3834 Improvements (#379)
* Improvements

- Fix button visibility in reports on light theme
- Unify logic for provider syncs
- Add default option is to skip accounts linking ( no op default )

* Stability fixes and UX improvements

* FIX add unlinking when deleting lunch flow connection as well

* Wrap updates in transaction

* Some more improvements

* FIX proper provider setup check

* Make provider section collapsible

* Fix balance calculation

* Restore focus ring

* Use browser default focus

* Fix lunch flow balance for credit cards
2025-11-25 20:21:29 +01:00

166 lines
5.1 KiB
Ruby

class LunchflowItem < 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 (credentials OR env vars)
if encryption_ready?
encrypts :api_key, deterministic: true
end
validates :name, presence: true
validates :api_key, presence: true, on: :create
belongs_to :family
has_one_attached :logo
has_many :lunchflow_accounts, dependent: :destroy
has_many :accounts, through: :lunchflow_accounts
scope :active, -> { where(scheduled_for_deletion: false) }
scope :ordered, -> { order(created_at: :desc) }
scope :needs_update, -> { where(status: :requires_update) }
def destroy_later
update!(scheduled_for_deletion: true)
DestroyJob.perform_later(self)
end
def import_latest_lunchflow_data
provider = lunchflow_provider
unless provider
Rails.logger.error "LunchflowItem #{id} - Cannot import: Lunchflow provider is not configured (missing API key)"
raise StandardError.new("Lunchflow provider is not configured")
end
LunchflowItem::Importer.new(self, lunchflow_provider: provider).import
rescue => e
Rails.logger.error "LunchflowItem #{id} - Failed to import data: #{e.message}"
raise
end
def process_accounts
return [] if lunchflow_accounts.empty?
results = []
# Only process accounts that are linked and have active status
lunchflow_accounts.joins(:account).merge(Account.visible).each do |lunchflow_account|
begin
result = LunchflowAccount::Processor.new(lunchflow_account).process
results << { lunchflow_account_id: lunchflow_account.id, success: true, result: result }
rescue => e
Rails.logger.error "LunchflowItem #{id} - Failed to process account #{lunchflow_account.id}: #{e.message}"
results << { lunchflow_account_id: lunchflow_account.id, success: false, error: e.message }
# Continue processing other accounts even if one fails
end
end
results
end
def schedule_account_syncs(parent_sync: nil, window_start_date: nil, window_end_date: nil)
return [] if accounts.empty?
results = []
# Only schedule syncs for active accounts
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 "LunchflowItem #{id} - Failed to schedule sync for account #{account.id}: #{e.message}"
results << { account_id: account.id, success: false, error: e.message }
# Continue scheduling other accounts even if one fails
end
end
results
end
def upsert_lunchflow_snapshot!(accounts_snapshot)
assign_attributes(
raw_payload: accounts_snapshot
)
save!
end
def has_completed_initial_setup?
# Setup is complete if we have any linked accounts
accounts.any?
end
def sync_status_summary
# Use centralized count helper methods for consistency
total_accounts = total_accounts_count
linked_count = linked_accounts_count
unlinked_count = unlinked_accounts_count
if total_accounts == 0
"No accounts found"
elsif unlinked_count == 0
"#{linked_count} #{'account'.pluralize(linked_count)} synced"
else
"#{linked_count} synced, #{unlinked_count} need setup"
end
end
def linked_accounts_count
lunchflow_accounts.joins(:account_provider).count
end
def unlinked_accounts_count
lunchflow_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count
end
def total_accounts_count
lunchflow_accounts.count
end
def institution_display_name
# Try to get institution name from stored metadata
institution_name.presence || institution_domain.presence || name
end
def connected_institutions
# Get unique institutions from all accounts
lunchflow_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
"No institutions connected"
when 1
institutions.first["name"] || institutions.first["institution_name"] || "1 institution"
else
"#{institutions.count} institutions"
end
end
def credentials_configured?
api_key.present?
end
def effective_base_url
base_url.presence || "https://lunchflow.app/api/v1"
end
end