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a83f70425f
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic. * Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback. * Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal. * Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI. * Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret. * Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages. * Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security. --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
87 lines
3.2 KiB
Ruby
87 lines
3.2 KiB
Ruby
class SnaptradeItem::Syncer
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include SyncStats::Collector
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attr_reader :snaptrade_item
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def initialize(snaptrade_item)
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@snaptrade_item = snaptrade_item
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end
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def perform_sync(sync)
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Rails.logger.info "SnaptradeItem::Syncer - Starting sync for item #{snaptrade_item.id}"
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# Verify user is registered
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unless snaptrade_item.user_registered?
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raise StandardError, "User not registered with SnapTrade"
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end
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# Phase 1: Import data from SnapTrade API
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sync.update!(status_text: "Importing accounts from SnapTrade...") if sync.respond_to?(:status_text)
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snaptrade_item.import_latest_snaptrade_data(sync: sync)
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# Phase 2: Collect setup statistics
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finalize_setup_counts(sync)
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# Phase 3: Process holdings and activities for linked accounts
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# Preload account_provider and account to avoid N+1 queries
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linked_snaptrade_accounts = snaptrade_item.linked_snaptrade_accounts.includes(account_provider: :account)
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if linked_snaptrade_accounts.any?
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sync.update!(status_text: "Processing holdings and activities...") if sync.respond_to?(:status_text)
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snaptrade_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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snaptrade_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, trades, and holdings statistics
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account_ids = linked_snaptrade_accounts.filter_map { |sa| sa.current_account&.id }
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collect_transaction_stats(sync, account_ids: account_ids, source: "snaptrade")
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collect_trades_stats(sync, account_ids: account_ids, source: "snaptrade")
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collect_holdings_stats(sync, holdings_count: count_holdings, 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 Provider::Snaptrade::AuthenticationError => e
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snaptrade_item.update!(status: :requires_update)
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collect_health_stats(sync, errors: [ { message: e.message, category: "auth_error" } ])
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raise
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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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# Public: called by Sync after finalization
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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
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snaptrade_item.snaptrade_accounts.sum { |sa| Array(sa.raw_holdings_payload).size }
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end
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def finalize_setup_counts(sync)
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sync.update!(status_text: "Checking account configuration...") if sync.respond_to?(:status_text)
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total_accounts = snaptrade_item.total_accounts_count
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linked_count = snaptrade_item.linked_accounts_count
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unlinked_count = snaptrade_item.unlinked_accounts_count
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if unlinked_count > 0
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snaptrade_item.update!(pending_account_setup: true)
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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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snaptrade_item.update!(pending_account_setup: false)
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end
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# Collect setup stats
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collect_setup_stats(sync, provider_accounts: snaptrade_item.snaptrade_accounts)
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end
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end
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