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Improve account sync performance, handle concurrent market data syncing (#2236)

* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
This commit is contained in:
Zach Gollwitzer 2025-05-15 10:19:56 -04:00 committed by GitHub
parent 9793cc74f9
commit 10dd9e061a
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97 changed files with 1837 additions and 949 deletions

View file

@ -26,14 +26,6 @@ class AccountsController < ApplicationController
render layout: false
end
def sync_all
unless family.syncing?
family.sync_later
end
redirect_back_or_to accounts_path
end
private
def family
Current.family

View file

@ -1,5 +1,8 @@
class ApplicationController < ActionController::Base
include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable, Breadcrumbable, FeatureGuardable, Notifiable
include RestoreLayoutPreferences, Onboardable, Localize, AutoSync, Authentication, Invitable,
SelfHostable, StoreLocation, Impersonatable, Breadcrumbable,
FeatureGuardable, Notifiable
include Pagy::Backend
before_action :detect_os

View file

@ -46,8 +46,6 @@ module Notifiable
[ { partial: "shared/notifications/alert", locals: { message: data } } ]
when "cta"
[ resolve_cta(data) ]
when "loading"
[ { partial: "shared/notifications/loading", locals: { message: data } } ]
when "notice"
messages = Array(data)
messages.map { |message| { partial: "shared/notifications/notice", locals: { message: message } } }

View file

@ -0,0 +1,24 @@
module RestoreLayoutPreferences
extend ActiveSupport::Concern
included do
before_action :restore_active_tabs
end
private
def restore_active_tabs
last_selected_tab = Current.session&.get_preferred_tab("account_sidebar_tab") || "asset"
@account_group_tab = account_group_tab_param || last_selected_tab
end
def valid_account_group_tabs
%w[asset liability all]
end
def account_group_tab_param
param_value = params[:account_sidebar_tab]
return nil unless param_value.in?(valid_account_group_tabs)
param_value
end
end

View file

@ -0,0 +1,22 @@
class CookieSessionsController < ApplicationController
def update
save_kv_to_session(
cookie_session_params[:tab_key],
cookie_session_params[:tab_value]
)
redirect_back_or_to root_path
end
private
def cookie_session_params
params.require(:cookie_session).permit(:tab_key, :tab_value)
end
def save_kv_to_session(key, value)
raise "Key must be a string" unless key.is_a?(String)
raise "Value must be a string" unless value.is_a?(String)
session["custom_#{key}"] = value
end
end

View file

@ -0,0 +1,14 @@
class CurrentSessionsController < ApplicationController
def update
if session_params[:tab_key].present? && session_params[:tab_value].present?
Current.session.set_preferred_tab(session_params[:tab_key], session_params[:tab_value])
end
head :ok
end
private
def session_params
params.require(:current_session).permit(:tab_key, :tab_value)
end
end

View file

@ -2,8 +2,8 @@ class PlaidItemsController < ApplicationController
before_action :set_plaid_item, only: %i[destroy sync]
def create
Current.family.plaid_items.create_from_public_token(
plaid_item_params[:public_token],
Current.family.create_plaid_item!(
public_token: plaid_item_params[:public_token],
item_name: item_name,
region: plaid_item_params[:region]
)