Add one-time backfill for dividend investment_amount_cents

backend/app/services/onetime/backfill_dividend_investment_amounts.rb

@@ -0,0 +1,111 @@
+# frozen_string_literal: true
+
+# Onetime script to backfill investment_amount_cents on dividends
+#
+# Dividend rounds 9 and 12 are skipped
+# because their investors were created via CSV import without corresponding share_holdings
+# or convertible_securities records, the original CSV is needed for those.
+#
+# Usage:
+#   Onetime::BackfillDividendInvestmentAmounts.perform(dry_run: true)   # Preview only
+#   Onetime::BackfillDividendInvestmentAmounts.perform(dry_run: false)  # Actually update
+class Onetime::BackfillDividendInvestmentAmounts
+  SKIPPED_DIVIDEND_ROUND_IDS = [9, 12].freeze
+
+  def self.perform(dry_run: true)
+    new(dry_run:).perform
+  end
+
+  def initialize(dry_run: true)
+    @dry_run = dry_run
+    @updated_count = 0
+    @skipped_count = 0
+    @already_set_count = 0
+    @zero_investment_entries = []
+  end
+
+  def perform
+    puts dry_run ? "DRY RUN MODE - No changes will be made" : "LIVE MODE - Dividends will be updated"
+    puts ""
+
+    dividend_rounds = DividendRound.where.not(id: SKIPPED_DIVIDEND_ROUND_IDS).order(:id)
+    puts "Processing #{dividend_rounds.count} dividend rounds (skipping IDs: #{SKIPPED_DIVIDEND_ROUND_IDS.join(', ')})..."
+    puts "================================================================================"
+
+    dividend_rounds.find_each do |dividend_round|
+      process_dividend_round(dividend_round)
+    end
+
+    print_summary
+  end
+
+  private
+    attr_reader :dry_run
+
+    def process_dividend_round(dividend_round)
+      puts "\n--- Dividend Round ##{dividend_round.id} (#{dividend_round.company.name}) ---"
+      puts "    Issued at: #{dividend_round.issued_at}"
+
+      dividend_round.dividends.includes(company_investor: [:share_holdings, :convertible_securities]).find_each do |dividend|
+        process_dividend(dividend, dividend_round)
+      end
+    end
+
+    def process_dividend(dividend, dividend_round)
+      if dividend.investment_amount_cents.present? && dividend.investment_amount_cents > 0
+        @already_set_count += 1
+        return
+      end
+
+      company_investor = dividend.company_investor
+      investment_amount = calculate_investment_amount(dividend, company_investor, dividend_round.issued_at)
+
+      if investment_amount == 0
+        @zero_investment_entries << { dividend_id: dividend.id, email: company_investor.user.email, dividend_round_id: dividend_round.id }
+      end
+
+      if dry_run
+        puts "    [DRY RUN] Dividend ##{dividend.id} (#{company_investor.user.email}): would set investment_amount_cents = #{investment_amount}"
+      else
+        dividend.update_column(:investment_amount_cents, investment_amount)
+        puts "    [UPDATED] Dividend ##{dividend.id} (#{company_investor.user.email}): investment_amount_cents = #{investment_amount}"
+      end
+      @updated_count += 1
+    end
+
+    def calculate_investment_amount(dividend, company_investor, issued_at)
+      if dividend.number_of_shares.present?
+        company_investor.share_holdings
+          .where("issued_at <= ?", issued_at)
+          .sum(:total_amount_in_cents)
+      else
+        company_investor.convertible_securities
+          .where("issued_at <= ?", issued_at)
+          .sum(:principal_value_in_cents)
+      end
+    end
+
+    def print_summary
+      puts "\n================================================================================"
+      puts "SUMMARY:"
+      puts "================================================================================"
+      puts "  Updated: #{@updated_count}"
+      puts "  Already set: #{@already_set_count}"
+      puts "  Zero investment: #{@zero_investment_entries.size}"
+      puts "  Skipped dividend rounds: #{SKIPPED_DIVIDEND_ROUND_IDS.join(', ')}"
+
+      if @zero_investment_entries.any?
+        puts "\n  Zero investment dividends:"
+        @zero_investment_entries.each do |entry|
+          puts "    - Dividend ##{entry[:dividend_id]} (DR ##{entry[:dividend_round_id]}, #{entry[:email]})"
+        end
+      end
+
+      if dry_run
+        puts "\n✓ Dry run complete! No changes were made."
+        puts "  To actually update, run with dry_run: false"
+      else
+        puts "\n✓ Backfill complete!"
+      end
+    end
+end