# Represents a Sophtron integration item for a family. # # A SophtronItem stores Sophtron API credentials and manages the connection # to a family's Sophtron account. It can have multiple associated SophtronAccounts, # which represent individual bank accounts linked through Sophtron. # # @attr [String] name The display name for this Sophtron connection # @attr [String] user_id Sophtron User ID (encrypted if encryption is configured) # @attr [String] access_key Sophtron Access Key (encrypted if encryption is configured) # @attr [String] base_url Base URL for Sophtron API (optional, defaults to production) # @attr [String] status Current status: 'good' or 'requires_update' # @attr [Boolean] scheduled_for_deletion Whether the item is scheduled for deletion # @attr [DateTime] last_synced_at When the last successful sync occurred class SophtronItem < 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. # # Checks both Rails credentials and environment variables for encryption keys. # # @return [Boolean] true if encryption is properly configured 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 :user_id, deterministic: true encrypts :access_key, deterministic: true end validates :name, presence: true validates :user_id, presence: true, on: :create validates :access_key, presence: true, on: :create belongs_to :family has_one_attached :logo has_many :sophtron_accounts, dependent: :destroy has_many :accounts, through: :sophtron_accounts scope :active, -> { where(scheduled_for_deletion: false) } scope :syncable, -> { active } 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 # Imports the latest account and transaction data from Sophtron. # # This method fetches all accounts and transactions from the Sophtron API # and updates the local database accordingly. It will: # - Fetch all accounts associated with the Sophtron connection # - Create new SophtronAccount records for newly discovered accounts # - Update existing linked accounts with latest data # - Fetch and store transactions for all linked accounts # # @return [Hash] Import results with counts of accounts and transactions imported # @raise [StandardError] if the Sophtron provider is not configured # @raise [Provider::Error] if the Sophtron API returns an error def import_latest_sophtron_data provider = sophtron_provider unless provider Rails.logger.error "SophtronItem #{id} - Cannot import: Sophtron provider is not configured (missing API key)" raise StandardError.new("Sophtron provider is not configured") end SophtronItem::Importer.new(self, sophtron_provider: provider).import rescue => e Rails.logger.error "SophtronItem #{id} - Failed to import data: #{e.message}" raise end def process_accounts return [] if sophtron_accounts.empty? results = [] # Only process accounts that are linked and have active status sophtron_accounts.joins(:account).merge(Account.visible).each do |sophtron_account| begin result = SophtronAccount::Processor.new(sophtron_account).process results << { sophtron_account_id: sophtron_account.id, success: true, result: result } rescue => e Rails.logger.error "SophtronItem #{id} - Failed to process account #{sophtron_account.id}: #{e.message}" results << { sophtron_account_id: sophtron_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 "SophtronItem #{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_sophtron_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 sophtron_accounts.joins(:account_provider).count end def unlinked_accounts_count sophtron_accounts.left_joins(:account_provider).where(account_providers: { id: nil }).count end def total_accounts_count sophtron_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 sophtron_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? user_id.present? && access_key.present? end def effective_base_url base_url.presence || "https://api.sophtron.com/api/v2" end end