Files
sure/app/models/security/plan_restriction_tracker.rb
MkDev11 eeff4edbea Add warning for TwelveData plan-restricted tickers (#803)
* Add warning for TwelveData plan-restricted tickers

Fixes #800

- Add Security::PlanRestrictionTracker concern using Rails cache
- Detect plan upgrade errors during Security::Price::Importer sync
- Display amber warning on /settings/hosting with affected tickers
- Include unit tests for the new functionality

* Scope plan restriction cache by provider

Addresses review feedback:
- Cache key now includes provider name to support multiple data providers
- Methods now require provider parameter for proper scoping
- Added tests for provider-scoped restrictions
- Added documentation explaining instance-level API key architecture

* Fix RuboCop array bracket spacing

* Fix empty array bracket spacing

* Move plan upgrade detection to Provider::TwelveData

* Fix provider scoping tests to use direct cache writes

---------

Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>
2026-01-27 15:45:50 +01:00

83 lines
3.3 KiB
Ruby

# Tracks securities that require a higher plan to fetch prices from data providers.
# Uses Rails cache to store restriction info, keyed by provider and security ID.
# This allows the settings page to warn users about tickers that need a paid plan.
#
# Note: Currently API keys are configured at the instance level (not per-family),
# so restrictions are shared across all families using the same provider.
module Security::PlanRestrictionTracker
extend ActiveSupport::Concern
CACHE_KEY_PREFIX = "security_plan_restriction"
CACHE_EXPIRY = 7.days
# Map provider names to their classes for plan detection
PROVIDER_CLASSES = {
"TwelveData" => Provider::TwelveData
}.freeze
class_methods do
# Records that a security requires a higher plan to fetch data
# @param security_id [Integer] The security ID
# @param error_message [String] The error message from the provider
# @param provider [String] The provider name (e.g., "TwelveData")
def record_plan_restriction(security_id:, error_message:, provider:)
provider_class = PROVIDER_CLASSES[provider]
return unless provider_class&.respond_to?(:extract_required_plan)
required_plan = provider_class.extract_required_plan(error_message)
return unless required_plan
cache_key = plan_restriction_cache_key(provider, security_id)
Rails.cache.write(cache_key, {
required_plan: required_plan,
provider: provider,
recorded_at: Time.current.iso8601
}, expires_in: CACHE_EXPIRY)
end
# Clears the plan restriction for a security (e.g., if user upgrades their plan)
# @param security_id [Integer] The security ID
# @param provider [String] The provider name
def clear_plan_restriction(security_id, provider:)
Rails.cache.delete(plan_restriction_cache_key(provider, security_id))
end
# Returns the plan restriction info for a security, or nil if none
# @param security_id [Integer] The security ID
# @param provider [String] The provider name
def plan_restriction_for(security_id, provider:)
Rails.cache.read(plan_restriction_cache_key(provider, security_id))
end
# Returns all plan-restricted securities from a collection of security IDs for a provider
# @param security_ids [Array<Integer>] Security IDs to check
# @param provider [String] The provider name
# @return [Hash] security_id => restriction_info
def plan_restrictions_for(security_ids, provider:)
return {} if security_ids.blank?
restrictions = {}
security_ids.each do |id|
restriction = plan_restriction_for(id, provider: provider)
restrictions[id] = restriction if restriction.present?
end
restrictions
end
# Checks if an error message indicates a plan upgrade is required for a provider
# @param error_message [String] The error message
# @param provider [String] The provider name
def plan_upgrade_required?(error_message, provider:)
provider_class = PROVIDER_CLASSES[provider]
return false unless provider_class&.respond_to?(:plan_upgrade_required?)
provider_class.plan_upgrade_required?(error_message)
end
private
def plan_restriction_cache_key(provider, security_id)
"#{CACHE_KEY_PREFIX}/#{provider.downcase}/#{security_id}"
end
end
end