we-promise/sure · error · StandardError

IBKR provider is not configured

Error message

IBKR provider is not configured

What it means

IbkrItem#import_latest_ibkr_data raises StandardError('IBKR provider is not configured') when ibkr_provider returns nil. credentials_configured? (app/models/ibkr_item.rb:31) requires BOTH query_id and token to be present; the provided concern returns a nil provider when either is missing, and the import refuses to run.

Source

Thrown at app/models/ibkr_item.rb:37

  validates :token, presence: true, on: :create

  scope :active, -> { where(scheduled_for_deletion: false) }
  scope :syncable, -> { active.where.not(query_id: [ nil, "" ]).where.not(token: nil) }
  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

  def credentials_configured?
    query_id.present? && token.present?
  end

  def import_latest_ibkr_data
    provider = ibkr_provider
    raise StandardError, "IBKR provider is not configured" unless provider

    IbkrItem::Importer.new(self, ibkr_provider: provider).import
  rescue => e
    Rails.logger.error("IbkrItem #{id} - Failed to import data: #{e.message}")
    raise
  end

  def process_accounts
    return [] if ibkr_accounts.empty?

    linked_ibkr_accounts.includes(account_provider: :account).each_with_object([]) do |ibkr_account, results|
      account = ibkr_account.current_account
      next unless account
      next if account.pending_deletion? || account.disabled?

      begin
        result = IbkrAccount::Processor.new(ibkr_account).process
        results << { ibkr_account_id: ibkr_account.id, success: true, result: result }

View on GitHub (pinned to e69894adb9)

Solutions

1. Set both fields: ibkr_item.update!(query_id: <Flex Query ID>, token: <IBKR token>) and retry
2. Guard with ibkr_item.credentials_configured? before importing; IbkrItem::Syncer#perform_sync already does this and sets status :requires_update
3. Prefer the syncer path and rescue Provider::IbkrFlex::ConfigurationError rather than calling import_latest_ibkr_data unguarded

Example fix

// before
ibkr_item.import_latest_ibkr_data

// after
raise ArgumentError, 'IBKR item needs query_id and token' unless ibkr_item.credentials_configured?

ibkr_item.import_latest_ibkr_data

ibkr_item.credentials_configured? # query_id.present? && token.present? — false means import will raise

rescue StandardError around import_latest_ibkr_data (the method already logs 'Failed to import data: ...' with the item id before re-raising); map the 'not configured' message to a setup-required state

When it happens

Trigger: Calling import_latest_ibkr_data (directly or via a sync flow) on an IbkrItem whose query_id or token is nil/blank — an item created but never fully credentialed, or one field cleared later.

Common situations: Setup flows that enqueue import before credential entry; scheduled jobs for half-configured items; data copied between environments with blank credential columns.

Related errors

• IBKR credentials are missing.
• invalid_access_key
• unauthorized
• Binance credentials not configured
• Brex transaction missing required field 'id'

AI-assisted analysis of we-promise/sure@e69894adb9 (2026-08-21). Data as JSON: /api/errors/2ced2124d740ed32. Report an issue: GitHub.