class Family < ApplicationRecord include Syncable, AutoTransferMatchable DATE_FORMATS = [ [ "MM-DD-YYYY", "%m-%d-%Y" ], [ "DD.MM.YYYY", "%d.%m.%Y" ], [ "DD-MM-YYYY", "%d-%m-%Y" ], [ "YYYY-MM-DD", "%Y-%m-%d" ], [ "DD/MM/YYYY", "%d/%m/%Y" ], [ "YYYY/MM/DD", "%Y/%m/%d" ], [ "MM/DD/YYYY", "%m/%d/%Y" ], [ "D/MM/YYYY", "%e/%m/%Y" ], [ "YYYY.MM.DD", "%Y.%m.%d" ] ].freeze has_many :users, dependent: :destroy has_many :accounts, dependent: :destroy has_many :plaid_items, dependent: :destroy has_many :invitations, dependent: :destroy has_many :imports, dependent: :destroy has_many :entries, through: :accounts has_many :transactions, through: :accounts has_many :rules, dependent: :destroy has_many :trades, through: :accounts has_many :holdings, through: :accounts has_many :tags, dependent: :destroy has_many :categories, dependent: :destroy has_many :merchants, dependent: :destroy, class_name: "FamilyMerchant" has_many :budgets, dependent: :destroy has_many :budget_categories, through: :budgets validates :locale, inclusion: { in: I18n.available_locales.map(&:to_s) } validates :date_format, inclusion: { in: DATE_FORMATS.map(&:last) } def assigned_merchants merchant_ids = transactions.where.not(merchant_id: nil).pluck(:merchant_id).uniq Merchant.where(id: merchant_ids) end def auto_categorize_transactions_later(transactions) AutoCategorizeJob.perform_later(self, transaction_ids: transactions.pluck(:id)) end def auto_categorize_transactions(transaction_ids) AutoCategorizer.new(self, transaction_ids: transaction_ids).auto_categorize end def auto_detect_transaction_merchants_later(transactions) AutoDetectMerchantsJob.perform_later(self, transaction_ids: transactions.pluck(:id)) end def auto_detect_transaction_merchants(transaction_ids) AutoMerchantDetector.new(self, transaction_ids: transaction_ids).auto_detect end def balance_sheet @balance_sheet ||= BalanceSheet.new(self) end def income_statement @income_statement ||= IncomeStatement.new(self) end def sync_data(sync, start_date: nil) update!(last_synced_at: Time.current) Rails.logger.info("Syncing accounts for family #{id}") accounts.manual.each do |account| account.sync_later(start_date: start_date, parent_sync: sync) end Rails.logger.info("Syncing plaid items for family #{id}") plaid_items.each do |plaid_item| plaid_item.sync_later(start_date: start_date, parent_sync: sync) end Rails.logger.info("Applying rules for family #{id}") rules.each do |rule| rule.apply_later end end def remove_syncing_notice! broadcast_remove target: "syncing-notice" end def post_sync(sync) auto_match_transfers! broadcast_refresh end # If family has any syncs pending/syncing within the last hour, we show a persistent "syncing" notice. # Ignore syncs older than 1 hour as they are considered "stale" def syncing? Sync.where( "(syncable_type = 'Family' AND syncable_id = ?) OR (syncable_type = 'Account' AND syncable_id IN (SELECT id FROM accounts WHERE family_id = ? AND plaid_account_id IS NULL)) OR (syncable_type = 'PlaidItem' AND syncable_id IN (SELECT id FROM plaid_items WHERE family_id = ?))", id, id, id ).where(status: [ "pending", "syncing" ], created_at: 1.hour.ago..).exists? end def eu? country != "US" && country != "CA" end def get_link_token(webhooks_url:, redirect_url:, accountable_type: nil, region: :us, access_token: nil) provider = if region.to_sym == :eu Provider::Registry.get_provider(:plaid_eu) else Provider::Registry.get_provider(:plaid_us) end # early return when no provider return nil unless provider provider.get_link_token( user_id: id, webhooks_url: webhooks_url, redirect_url: redirect_url, accountable_type: accountable_type, access_token: access_token ).link_token end def subscribed? stripe_subscription_status == "active" end def requires_data_provider? # If family has any trades, they need a provider for historical prices return true if trades.any? # If family has any accounts not denominated in the family's currency, they need a provider for historical exchange rates return true if accounts.where.not(currency: self.currency).any? # If family has any entries in different currencies, they need a provider for historical exchange rates uniq_currencies = entries.pluck(:currency).uniq return true if uniq_currencies.count > 1 return true if uniq_currencies.count > 0 && uniq_currencies.first != self.currency false end def primary_user users.order(:created_at).first end def oldest_entry_date entries.order(:date).first&.date || Date.current end def active_accounts_count accounts.active.count end # Cache key that is invalidated when any of the family's entries are updated (which affect rollups and other calculations) def build_cache_key(key) [ "family", id, key, entries.maximum(:updated_at) ].compact.join("_") end def self_hoster? Rails.application.config.app_mode.self_hosted? end end