Files
sure/app/models/snaptrade_item/unlinking.rb
LPW a83f70425f Add SnapTrade brokerage integration with full trade history support (#737)
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic.

* Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback.

* Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal.

* Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI.

* Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret.

* Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages.

* Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-22 20:52:49 +01:00

50 lines
1.6 KiB
Ruby

# frozen_string_literal: true
module SnaptradeItem::Unlinking
# Concern that encapsulates unlinking logic for a Snaptrade item.
extend ActiveSupport::Concern
# Idempotently remove all connections between this Snaptrade item and local accounts.
# - Detaches any AccountProvider links for each SnaptradeAccount
# - Detaches Holdings that point at the AccountProvider links
# Returns a per-account result payload for observability
def unlink_all!(dry_run: false)
results = []
snaptrade_accounts.find_each do |provider_account|
links = AccountProvider.where(provider_type: "SnaptradeAccount", provider_id: provider_account.id).to_a
link_ids = links.map(&:id)
result = {
provider_account_id: provider_account.id,
name: provider_account.name,
provider_link_ids: link_ids
}
results << result
next if dry_run
begin
ActiveRecord::Base.transaction do
# Detach holdings for any provider links found
if link_ids.any?
Holding.where(account_provider_id: link_ids).update_all(account_provider_id: nil)
end
# Destroy all provider links
links.each do |ap|
ap.destroy!
end
end
rescue StandardError => e
Rails.logger.warn(
"SnaptradeItem Unlinker: failed to fully unlink provider account ##{provider_account.id} (links=#{link_ids.inspect}): #{e.class} - #{e.message}"
)
# Record error for observability; continue with other accounts
result[:error] = e.message
end
end
results
end
end