# Orchestrates the sync process for a CoinStats connection. # Imports data, processes holdings, and schedules account syncs. class CoinstatsItem::Syncer include SyncStats::Collector attr_reader :coinstats_item # @param coinstats_item [CoinstatsItem] Item to sync def initialize(coinstats_item) @coinstats_item = coinstats_item end # Runs the full sync workflow: import, process, and schedule. # @param sync [Sync] Sync record for status tracking def perform_sync(sync) # Phase 1: Import data from CoinStats API sync.update!(status_text: I18n.t("models.coinstats_item.syncer.importing_wallets")) if sync.respond_to?(:status_text) coinstats_item.import_latest_coinstats_data # Phase 2: Check account setup status and collect sync statistics sync.update!(status_text: I18n.t("models.coinstats_item.syncer.checking_configuration")) if sync.respond_to?(:status_text) total_accounts = coinstats_item.coinstats_accounts.count linked_accounts = coinstats_item.coinstats_accounts.joins(:account_provider).joins(:account).merge(Account.visible) unlinked_accounts = coinstats_item.coinstats_accounts.left_joins(:account_provider).where(account_providers: { id: nil }) sync_stats = { total_accounts: total_accounts, linked_accounts: linked_accounts.count, unlinked_accounts: unlinked_accounts.count } if unlinked_accounts.any? coinstats_item.update!(pending_account_setup: true) sync.update!(status_text: I18n.t("models.coinstats_item.syncer.wallets_need_setup", count: unlinked_accounts.count)) if sync.respond_to?(:status_text) else coinstats_item.update!(pending_account_setup: false) end # Phase 3: Process holdings for linked accounts only if linked_accounts.any? sync.update!(status_text: I18n.t("models.coinstats_item.syncer.processing_holdings")) if sync.respond_to?(:status_text) coinstats_item.process_accounts # CoinStats provides transactions but not activity labels (Buy, Sell, Dividend, etc.) # Warn users that this may affect budget accuracy collect_investment_data_quality_warning(sync, linked_accounts) # Phase 4: Schedule balance calculations for linked accounts sync.update!(status_text: I18n.t("models.coinstats_item.syncer.calculating_balances")) if sync.respond_to?(:status_text) coinstats_item.schedule_account_syncs( parent_sync: sync, window_start_date: sync.window_start_date, window_end_date: sync.window_end_date ) end if sync.respond_to?(:sync_stats) sync.update!(sync_stats: sync_stats) end end # Hook called after sync completion. Currently a no-op. def perform_post_sync # no-op end private # Collects a data quality warning for all CoinStats accounts. # CoinStats cannot provide activity labels (Buy, Sell, Dividend, etc.) for transactions, # which may affect budget accuracy. def collect_investment_data_quality_warning(sync, linked_coinstats_accounts) # All CoinStats accounts are crypto/investment accounts return if linked_coinstats_accounts.empty? collect_data_quality_stats(sync, warnings: linked_coinstats_accounts.size, details: [ { message: I18n.t("provider_warnings.limited_investment_data"), severity: "warning" } ] ) end end