sure/lib/generators/provider/family/templates/account_processor.rb.tt

# frozen_string_literal: true

class <%= class_name %>Account::Processor
  include <%= class_name %>Account::DataHelpers

  attr_reader :<%= file_name %>_account

  def initialize(<%= file_name %>_account)
    @<%= file_name %>_account = <%= file_name %>_account
  end

  def process
    account = <%= file_name %>_account.current_account
    return unless account

    Rails.logger.info "<%= class_name %>Account::Processor - Processing account #{<%= file_name %>_account.id} -> Sure account #{account.id}"

    # Update account balance FIRST (before processing transactions/holdings/activities)
    update_account_balance(account)
<% if investment_provider? -%>

    # Process holdings
    holdings_count = <%= file_name %>_account.raw_holdings_payload&.size || 0
    Rails.logger.info "<%= class_name %>Account::Processor - Holdings payload has #{holdings_count} items"

    if <%= file_name %>_account.raw_holdings_payload.present?
      Rails.logger.info "<%= class_name %>Account::Processor - Processing holdings..."
      <%= class_name %>Account::HoldingsProcessor.new(<%= file_name %>_account).process
    else
      Rails.logger.warn "<%= class_name %>Account::Processor - No holdings payload to process"
    end

    # Process activities (trades, dividends, etc.)
    activities_count = <%= file_name %>_account.raw_activities_payload&.size || 0
    Rails.logger.info "<%= class_name %>Account::Processor - Activities payload has #{activities_count} items"

    if <%= file_name %>_account.raw_activities_payload.present?
      Rails.logger.info "<%= class_name %>Account::Processor - Processing activities..."
      <%= class_name %>Account::ActivitiesProcessor.new(<%= file_name %>_account).process
    else
      Rails.logger.warn "<%= class_name %>Account::Processor - No activities payload to process"
    end
<% else -%>

    # Process transactions
    transactions_count = <%= file_name %>_account.raw_transactions_payload&.size || 0
    Rails.logger.info "<%= class_name %>Account::Processor - Transactions payload has #{transactions_count} items"

    if <%= file_name %>_account.raw_transactions_payload.present?
      Rails.logger.info "<%= class_name %>Account::Processor - Processing transactions..."
      <%= class_name %>Account::Transactions::Processor.new(<%= file_name %>_account).process
    else
      Rails.logger.warn "<%= class_name %>Account::Processor - No transactions payload to process"
    end
<% end -%>

    # Trigger immediate UI refresh so entries appear in the activity feed
    account.broadcast_sync_complete
    Rails.logger.info "<%= class_name %>Account::Processor - Broadcast sync complete for account #{account.id}"

<% if investment_provider? -%>
    { holdings_processed: holdings_count > 0, activities_processed: activities_count > 0 }
<% else -%>
    { transactions_processed: transactions_count > 0 }
<% end -%>
  end

  private

    def update_account_balance(account)
<% if investment_provider? -%>
      # Calculate total balance and cash balance from provider data
      total_balance = calculate_total_balance
      cash_balance = calculate_cash_balance

      Rails.logger.info "<%= class_name %>Account::Processor - Balance update: total=#{total_balance}, cash=#{cash_balance}"

      # Update the cached fields on the account
      account.assign_attributes(
        balance: total_balance,
        cash_balance: cash_balance,
        currency: <%= file_name %>_account.currency || account.currency
      )
      account.save!
<% else -%>
      # Get balance from provider data
      balance = <%= file_name %>_account.current_balance || 0

      # Banking sign convention:
      # - CreditCard and Loan accounts may need sign inversion
      # Provider returns negative for positive balance, so we negate it
      if account.accountable_type == "CreditCard" || account.accountable_type == "Loan"
        balance = -balance
      end

      Rails.logger.info "<%= class_name %>Account::Processor - Balance update: #{balance}"

      account.assign_attributes(
        balance: balance,
        cash_balance: balance,
        currency: <%= file_name %>_account.currency || account.currency
      )
      account.save!
<% end -%>

      # Create or update the current balance anchor valuation for linked accounts
      # This is critical for reverse sync to work correctly
      account.set_current_balance(<%= investment_provider? ? "total_balance" : "balance" %>)
    end
<% if investment_provider? -%>

    def calculate_total_balance
      # Calculate total from holdings + cash for accuracy
      holdings_value = calculate_holdings_value
      cash_value = <%= file_name %>_account.cash_balance || 0

      calculated_total = holdings_value + cash_value

      # Use calculated total if we have holdings, otherwise trust API value
      if holdings_value > 0
        Rails.logger.info "<%= class_name %>Account::Processor - Using calculated total: holdings=#{holdings_value} + cash=#{cash_value} = #{calculated_total}"
        calculated_total
      elsif <%= file_name %>_account.current_balance.present?
        Rails.logger.info "<%= class_name %>Account::Processor - Using API total: #{<%= file_name %>_account.current_balance}"
        <%= file_name %>_account.current_balance
      else
        calculated_total
      end
    end

    def calculate_cash_balance
      # Use provider's cash_balance directly
      # Note: Can be negative for margin accounts
      cash = <%= file_name %>_account.cash_balance
      Rails.logger.info "<%= class_name %>Account::Processor - Cash balance from API: #{cash.inspect}"
      cash || BigDecimal("0")
    end

    def calculate_holdings_value
      holdings_data = <%= file_name %>_account.raw_holdings_payload || []
      return 0 if holdings_data.empty?

      holdings_data.sum do |holding|
        data = holding.is_a?(Hash) ? holding.with_indifferent_access : {}
        # TODO: Customize field names based on your provider's format
        units = parse_decimal(data[:units] || data[:quantity]) || 0
        price = parse_decimal(data[:price]) || 0
        units * price
      end
    end
<% end -%>
end