Add global sync summary component for all providers (#588)

* Add shared sync statistics collection and provider sync summary UI

- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.

* Refactor `ProviderSyncSummary` to improve maintainability

- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
LPW
2026-01-09 13:26:37 -05:00
committed by GitHub
parent aaa336b091
commit 140ea78b0e
13 changed files with 998 additions and 130 deletions

View File

@@ -1,4 +1,6 @@
class LunchflowItem::Syncer
include SyncStats::Collector
attr_reader :lunchflow_item
def initialize(lunchflow_item)
@@ -10,18 +12,13 @@ class LunchflowItem::Syncer
sync.update!(status_text: "Importing accounts from Lunchflow...") if sync.respond_to?(:status_text)
lunchflow_item.import_latest_lunchflow_data
# Phase 2: Check account setup status and collect sync statistics
# Phase 2: Collect setup statistics using shared concern
sync.update!(status_text: "Checking account configuration...") if sync.respond_to?(:status_text)
total_accounts = lunchflow_item.lunchflow_accounts.count
linked_accounts = lunchflow_item.lunchflow_accounts.joins(:account).merge(Account.visible)
unlinked_accounts = lunchflow_item.lunchflow_accounts.includes(:account).where(accounts: { id: nil })
collect_setup_stats(sync, provider_accounts: lunchflow_item.lunchflow_accounts)
# Store sync statistics for display
sync_stats = {
total_accounts: total_accounts,
linked_accounts: linked_accounts.count,
unlinked_accounts: unlinked_accounts.count
}
# Check for unlinked accounts
linked_accounts = lunchflow_item.lunchflow_accounts.joins(:account_provider)
unlinked_accounts = lunchflow_item.lunchflow_accounts.left_joins(:account_provider).where(account_providers: { id: nil })
# Set pending_account_setup if there are unlinked accounts
if unlinked_accounts.any?
@@ -34,6 +31,7 @@ class LunchflowItem::Syncer
# Phase 3: Process transactions and holdings for linked accounts only
if linked_accounts.any?
sync.update!(status_text: "Processing transactions and holdings...") if sync.respond_to?(:status_text)
mark_import_started(sync)
Rails.logger.info "LunchflowItem::Syncer - Processing #{linked_accounts.count} linked accounts"
lunchflow_item.process_accounts
Rails.logger.info "LunchflowItem::Syncer - Finished processing accounts"
@@ -45,14 +43,19 @@ class LunchflowItem::Syncer
window_start_date: sync.window_start_date,
window_end_date: sync.window_end_date
)
# Phase 5: Collect transaction statistics
account_ids = linked_accounts.includes(:account_provider).filter_map { |la| la.current_account&.id }
collect_transaction_stats(sync, account_ids: account_ids, source: "lunchflow")
else
Rails.logger.info "LunchflowItem::Syncer - No linked accounts to process"
end
# Store sync statistics in the sync record for status display
if sync.respond_to?(:sync_stats)
sync.update!(sync_stats: sync_stats)
end
# Mark sync health
collect_health_stats(sync, errors: nil)
rescue => e
collect_health_stats(sync, errors: [ { message: e.message, category: "sync_error" } ])
raise
end
def perform_post_sync