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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>
90 lines
3.5 KiB
Ruby
90 lines
3.5 KiB
Ruby
class LunchflowItem::Syncer
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include SyncStats::Collector
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attr_reader :lunchflow_item
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def initialize(lunchflow_item)
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@lunchflow_item = lunchflow_item
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end
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def perform_sync(sync)
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# Phase 1: Import data from Lunchflow API
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sync.update!(status_text: "Importing accounts from Lunchflow...") if sync.respond_to?(:status_text)
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lunchflow_item.import_latest_lunchflow_data
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# Phase 2: Collect setup statistics using shared concern
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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: lunchflow_item.lunchflow_accounts)
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# Check for unlinked accounts
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linked_accounts = lunchflow_item.lunchflow_accounts.joins(:account_provider)
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unlinked_accounts = lunchflow_item.lunchflow_accounts.left_joins(:account_provider).where(account_providers: { id: nil })
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# Set pending_account_setup if there are unlinked accounts
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if unlinked_accounts.any?
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lunchflow_item.update!(pending_account_setup: true)
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sync.update!(status_text: "#{unlinked_accounts.count} accounts need setup...") if sync.respond_to?(:status_text)
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else
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lunchflow_item.update!(pending_account_setup: false)
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end
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# Phase 3: Process transactions and holdings for linked accounts only
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if linked_accounts.any?
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sync.update!(status_text: "Processing transactions and holdings...") if sync.respond_to?(:status_text)
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mark_import_started(sync)
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Rails.logger.info "LunchflowItem::Syncer - Processing #{linked_accounts.count} linked accounts"
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lunchflow_item.process_accounts
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Rails.logger.info "LunchflowItem::Syncer - Finished processing accounts"
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# Warn about limited investment data for investment/crypto accounts
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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: "Calculating balances...") if sync.respond_to?(:status_text)
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lunchflow_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 statistics
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account_ids = linked_accounts.includes(:account_provider).filter_map { |la| la.current_account&.id }
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collect_transaction_stats(sync, account_ids: account_ids, source: "lunchflow")
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else
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Rails.logger.info "LunchflowItem::Syncer - No linked accounts to process"
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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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# Collects a data quality warning if any linked accounts are investment or crypto accounts.
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# Lunchflow cannot provide activity labels (Buy, Sell, Dividend, etc.) for investment transactions,
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# which may affect budget accuracy.
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def collect_investment_data_quality_warning(sync, linked_lunchflow_accounts)
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investment_accounts = linked_lunchflow_accounts.select do |la|
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account = la.current_account
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account&.accountable_type.in?(%w[Investment Crypto])
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end
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return if investment_accounts.empty?
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collect_data_quality_stats(sync,
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warnings: investment_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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