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d98711d4ea
* refactor: rename `raw_investments_payload` to `raw_holdings_payload` - Update references and models to use consistent naming. - Adjust migrations, tests, and encryption setup accordingly. * fix: improve safety when accessing raw_holdings_payload keys - Use `dig` with safe navigation to prevent potential nil errors. - Add support for decryption from the old column name `raw_investments_payload`. - Adjust related methods and calculations for consistency. --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
68 lines
2.4 KiB
Ruby
68 lines
2.4 KiB
Ruby
class PlaidItem::Syncer
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include SyncStats::Collector
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attr_reader :plaid_item
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def initialize(plaid_item)
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@plaid_item = plaid_item
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end
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def perform_sync(sync)
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# Phase 1: Import data from Plaid API
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sync.update!(status_text: "Importing accounts from Plaid...") if sync.respond_to?(:status_text)
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plaid_item.import_latest_plaid_data
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# Phase 2: Collect setup statistics
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sync.update!(status_text: "Checking account configuration...") if sync.respond_to?(:status_text)
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collect_setup_stats(sync, provider_accounts: plaid_item.plaid_accounts)
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# Check for unlinked accounts and update pending_account_setup flag
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unlinked_count = plaid_item.plaid_accounts.count { |pa| pa.current_account.nil? }
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if unlinked_count > 0
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plaid_item.update!(pending_account_setup: true) if plaid_item.respond_to?(:pending_account_setup=)
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sync.update!(status_text: "#{unlinked_count} accounts need setup...") if sync.respond_to?(:status_text)
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else
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plaid_item.update!(pending_account_setup: false) if plaid_item.respond_to?(:pending_account_setup=)
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end
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# Phase 3: Process the raw Plaid data and updates internal domain objects
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linked_accounts = plaid_item.plaid_accounts.select { |pa| pa.current_account.present? }
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if linked_accounts.any?
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sync.update!(status_text: "Processing transactions...") if sync.respond_to?(:status_text)
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mark_import_started(sync)
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plaid_item.process_accounts
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# Phase 4: Schedule balance calculations
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sync.update!(status_text: "Calculating balances...") if sync.respond_to?(:status_text)
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plaid_item.schedule_account_syncs(
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parent_sync: sync,
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window_start_date: sync.window_start_date,
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window_end_date: sync.window_end_date
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)
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# Phase 5: Collect transaction and holdings statistics
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account_ids = linked_accounts.filter_map { |pa| pa.current_account&.id }
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collect_transaction_stats(sync, account_ids: account_ids, source: "plaid")
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collect_holdings_stats(sync, holdings_count: count_holdings(linked_accounts), label: "processed")
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end
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# Mark sync health
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collect_health_stats(sync, errors: nil)
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rescue => e
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collect_health_stats(sync, errors: [ { message: e.message, category: "sync_error" } ])
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raise
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end
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def perform_post_sync
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# no-op
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end
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private
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def count_holdings(plaid_accounts)
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plaid_accounts.sum do |pa|
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pa.raw_holdings_payload&.dig("holdings")&.size || 0
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end
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end
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end
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