class PlaidItem::Syncer include SyncStats::Collector attr_reader :plaid_item def initialize(plaid_item) @plaid_item = plaid_item end def perform_sync(sync) # Phase 1: Import data from Plaid API sync.update!(status_text: "Importing accounts from Plaid...") if sync.respond_to?(:status_text) plaid_item.import_latest_plaid_data # Phase 2: Collect setup statistics sync.update!(status_text: "Checking account configuration...") if sync.respond_to?(:status_text) collect_setup_stats(sync, provider_accounts: plaid_item.plaid_accounts) # Check for unlinked accounts and update pending_account_setup flag unlinked_count = plaid_item.plaid_accounts.count { |pa| pa.current_account.nil? } if unlinked_count > 0 plaid_item.update!(pending_account_setup: true) if plaid_item.respond_to?(:pending_account_setup=) sync.update!(status_text: "#{unlinked_count} accounts need setup...") if sync.respond_to?(:status_text) else plaid_item.update!(pending_account_setup: false) if plaid_item.respond_to?(:pending_account_setup=) end # Phase 3: Process the raw Plaid data and updates internal domain objects linked_accounts = plaid_item.plaid_accounts.select { |pa| pa.current_account.present? } if linked_accounts.any? sync.update!(status_text: "Processing transactions...") if sync.respond_to?(:status_text) mark_import_started(sync) plaid_item.process_accounts # Phase 4: Schedule balance calculations sync.update!(status_text: "Calculating balances...") if sync.respond_to?(:status_text) plaid_item.schedule_account_syncs( parent_sync: sync, window_start_date: sync.window_start_date, window_end_date: sync.window_end_date ) # Phase 5: Collect transaction and holdings statistics account_ids = linked_accounts.filter_map { |pa| pa.current_account&.id } collect_transaction_stats(sync, account_ids: account_ids, source: "plaid") collect_holdings_stats(sync, holdings_count: count_holdings(linked_accounts), label: "processed") 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 # no-op end private def count_holdings(plaid_accounts) plaid_accounts.sum do |pa| Array(pa.raw_investments_payload).size end end end