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7bd1058b6e
* Add tax-advantaged account exclusions and investment data warnings * Address PR review feedback: translations + cache key stability - Add proper translations for provider warnings in 8 locales (de, es, nb, pt-BR, ro, tr, zh-CN, zh-TW) - Fix cache key stability: use SHA256.hexdigest instead of Array#hash (randomized per process) --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
86 lines
3.3 KiB
Ruby
86 lines
3.3 KiB
Ruby
# Orchestrates the sync process for a CoinStats connection.
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# Imports data, processes holdings, and schedules account syncs.
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class CoinstatsItem::Syncer
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include SyncStats::Collector
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attr_reader :coinstats_item
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# @param coinstats_item [CoinstatsItem] Item to sync
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def initialize(coinstats_item)
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@coinstats_item = coinstats_item
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end
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# Runs the full sync workflow: import, process, and schedule.
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# @param sync [Sync] Sync record for status tracking
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def perform_sync(sync)
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# Phase 1: Import data from CoinStats API
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sync.update!(status_text: I18n.t("models.coinstats_item.syncer.importing_wallets")) if sync.respond_to?(:status_text)
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coinstats_item.import_latest_coinstats_data
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# Phase 2: Check account setup status and collect sync statistics
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sync.update!(status_text: I18n.t("models.coinstats_item.syncer.checking_configuration")) if sync.respond_to?(:status_text)
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total_accounts = coinstats_item.coinstats_accounts.count
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linked_accounts = coinstats_item.coinstats_accounts.joins(:account_provider).joins(:account).merge(Account.visible)
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unlinked_accounts = coinstats_item.coinstats_accounts.left_joins(:account_provider).where(account_providers: { id: nil })
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sync_stats = {
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total_accounts: total_accounts,
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linked_accounts: linked_accounts.count,
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unlinked_accounts: unlinked_accounts.count
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}
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if unlinked_accounts.any?
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coinstats_item.update!(pending_account_setup: true)
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sync.update!(status_text: I18n.t("models.coinstats_item.syncer.wallets_need_setup", count: unlinked_accounts.count)) if sync.respond_to?(:status_text)
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else
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coinstats_item.update!(pending_account_setup: false)
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end
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# Phase 3: Process holdings for linked accounts only
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if linked_accounts.any?
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sync.update!(status_text: I18n.t("models.coinstats_item.syncer.processing_holdings")) if sync.respond_to?(:status_text)
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coinstats_item.process_accounts
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# CoinStats provides transactions but not activity labels (Buy, Sell, Dividend, etc.)
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# Warn users that this may affect budget accuracy
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collect_investment_data_quality_warning(sync, linked_accounts)
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# Phase 4: Schedule balance calculations for linked accounts
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sync.update!(status_text: I18n.t("models.coinstats_item.syncer.calculating_balances")) if sync.respond_to?(:status_text)
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coinstats_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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end
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if sync.respond_to?(:sync_stats)
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sync.update!(sync_stats: sync_stats)
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end
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end
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# Hook called after sync completion. Currently a no-op.
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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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# Collects a data quality warning for all CoinStats accounts.
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# CoinStats cannot provide activity labels (Buy, Sell, Dividend, etc.) for transactions,
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# which may affect budget accuracy.
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def collect_investment_data_quality_warning(sync, linked_coinstats_accounts)
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# All CoinStats accounts are crypto/investment accounts
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return if linked_coinstats_accounts.empty?
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collect_data_quality_stats(sync,
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warnings: linked_coinstats_accounts.size,
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details: [ {
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message: I18n.t("provider_warnings.limited_investment_data"),
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severity: "warning"
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} ]
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)
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end
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end
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