# Orchestrates the complete sync process for a SophtronItem. # # The syncer coordinates multiple phases: # 1. Import accounts and transactions from Sophtron API # 2. Check account setup status and collect statistics # 3. Process transactions for linked accounts # 4. Schedule balance calculations # 5. Collect sync statistics and health metrics # # This follows the same pattern as other provider syncers (SimpleFIN, Plaid) # and integrates with the Syncable concern. class SophtronItem::Syncer include SyncStats::Collector attr_reader :sophtron_item # Initializes a new syncer for a Sophtron item. # # @param sophtron_item [SophtronItem] The item to sync def initialize(sophtron_item) @sophtron_item = sophtron_item end # Performs the complete sync process. # # This method orchestrates all phases of the sync: # - Imports fresh data from Sophtron API # - Updates linked accounts and creates new account records # - Processes transactions for linked accounts only # - Schedules balance calculations # - Collects statistics and health metrics # # @param sync [Sync] The sync record to track progress and status # @return [void] # @raise [StandardError] if any phase of the sync fails def perform_sync(sync) # Phase 1: Import data from Sophtron API sync.update!(status_text: t("sophtron_items.syncer.importing_accounts")) if sync.respond_to?(:status_text) import_result = sophtron_item.import_latest_sophtron_data(sync: sync) import_errors = import_errors_for(import_result) # Phase 2: Check account setup status and collect sync statistics sync.update!(status_text: t("sophtron_items.syncer.checking_account_configuration")) if sync.respond_to?(:status_text) collect_setup_stats(sync, provider_accounts: sophtron_item.sophtron_accounts) # Check for unlinked accounts linked_accounts = sophtron_item.automatic_sync_sophtron_accounts unlinked_accounts = sophtron_item.sophtron_accounts.left_joins(:account_provider).where(account_providers: { id: nil }) # Set pending_account_setup if there are unlinked accounts unlinked_count = unlinked_accounts.count if unlinked_count.positive? sophtron_item.update!(pending_account_setup: true) sync.update!(status_text: t("sophtron_items.syncer.accounts_need_setup", count: unlinked_count)) if sync.respond_to?(:status_text) else sophtron_item.update!(pending_account_setup: false) end # Phase 3: Process transactions for linked accounts only if linked_accounts.any? sync.update!(status_text: t("sophtron_items.syncer.processing_transactions")) if sync.respond_to?(:status_text) mark_import_started(sync) Rails.logger.info "SophtronItem::Syncer - Processing #{linked_accounts.count} linked accounts" sophtron_item.process_accounts(sophtron_accounts_scope: linked_accounts) Rails.logger.info "SophtronItem::Syncer - Finished processing accounts" # Phase 4: Schedule balance calculations for linked accounts sync.update!(status_text: t("sophtron_items.syncer.calculating_balances")) if sync.respond_to?(:status_text) sophtron_item.schedule_account_syncs( parent_sync: sync, window_start_date: sync.window_start_date, window_end_date: sync.window_end_date, sophtron_accounts_scope: linked_accounts ) # 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: "sophtron") else sync.update!(status_text: t("sophtron_items.syncer.manual_sync_required")) if sophtron_item.manual_sync_required? && sync.respond_to?(:status_text) Rails.logger.info "SophtronItem::Syncer - No linked accounts to process" end # Mark sync health if import_errors.present? collect_health_stats(sync, errors: import_errors) raise StandardError.new(import_errors.map { |error| error[:message] }.join(", ")) else collect_health_stats(sync, errors: nil) end rescue => e collect_health_stats(sync, errors: [ { message: e.message, category: "sync_error" } ]) unless sync_errors_recorded?(sync) raise end # Performs post-sync cleanup or actions. # # Currently a no-op for Sophtron items. Reserved for future use. # # @return [void] def perform_post_sync # no-op end private def import_errors_for(import_result) return [] if import_result.blank? || import_result[:success] if import_result[:error].present? return [ { message: import_result[:error], category: "sync_error" } ] end errors = [] if import_result[:accounts_failed].to_i.positive? errors << { message: "#{import_result[:accounts_failed]} #{'account'.pluralize(import_result[:accounts_failed])} failed to import", category: "account_import" } end if import_result[:transactions_failed].to_i.positive? errors << { message: "#{import_result[:transactions_failed]} #{'account'.pluralize(import_result[:transactions_failed])} failed to import transactions", category: "transaction_import" } end errors.presence || [ { message: "Sophtron import failed", category: "sync_error" } ] end def sync_errors_recorded?(sync) return false unless sync.respond_to?(:sync_stats) sync.sync_stats.to_h["total_errors"].to_i.positive? end end