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a90f9b7317
* [FEATURE] Add CoinStats exchange portfolios and normalize linked investment charts * [BUGFIX] Fix CoinStats PR regressions * [BUGFIX] Fix CoinStats PR review findings * [BUGFIX] Address follow-up CoinStats PR feedback * [REFACTO] Extract CoinStats exchange account helpers * [BUGFIX] Batch linked CoinStats chart normalization * [BUGFIX] Fix CoinStats processor lint --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
78 lines
2.5 KiB
Ruby
78 lines
2.5 KiB
Ruby
# frozen_string_literal: true
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class CoinstatsItem::ExchangePortfolioAccountManager
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attr_reader :coinstats_item
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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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def upsert_account!(coins_data:, portfolio_id:, connection_id:, exchange_name:, account_name:, institution_logo: nil)
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coinstats_account = coinstats_item.coinstats_accounts.find_or_initialize_by(
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account_id: portfolio_account_id(portfolio_id),
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wallet_address: portfolio_id
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)
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coinstats_account.name = account_name
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coinstats_account.provider = exchange_name
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coinstats_account.account_status = "active"
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coinstats_account.wallet_address = portfolio_id
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coinstats_account.institution_metadata = {
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logo: institution_logo,
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exchange_logo: institution_logo
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}.compact
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coinstats_account.raw_payload = build_snapshot(
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coins_data: coins_data,
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portfolio_id: portfolio_id,
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connection_id: connection_id,
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exchange_name: exchange_name,
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account_name: account_name,
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institution_logo: institution_logo
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)
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coinstats_account.currency = coinstats_account.inferred_currency
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coinstats_account.current_balance = coinstats_account.inferred_current_balance
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coinstats_account.save!
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coinstats_account
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end
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def ensure_local_account!(coinstats_account)
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return false if coinstats_account.account.present?
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attributes = {
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family: coinstats_item.family,
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name: coinstats_account.name,
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balance: coinstats_account.current_balance || 0,
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cash_balance: coinstats_account.inferred_cash_balance,
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currency: coinstats_account.currency || coinstats_item.family.currency || "USD",
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accountable_type: "Crypto",
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accountable_attributes: {
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subtype: "exchange",
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tax_treatment: "taxable"
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}
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}
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account = Account.create_and_sync(attributes, skip_initial_sync: true)
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AccountProvider.create!(account: account, provider: coinstats_account)
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true
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end
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def portfolio_account_id(portfolio_id)
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"exchange_portfolio:#{portfolio_id}"
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end
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private
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def build_snapshot(coins_data:, portfolio_id:, connection_id:, exchange_name:, account_name:, institution_logo:)
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{
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source: "exchange",
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portfolio_account: true,
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portfolio_id: portfolio_id,
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connection_id: connection_id,
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exchange_name: exchange_name,
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id: portfolio_account_id(portfolio_id),
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name: account_name,
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institution_logo: institution_logo,
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coins: Array(coins_data).map(&:to_h)
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}
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end
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end
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