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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

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@ -61,6 +61,18 @@ class Account < ApplicationRecord
end
end
def syncing?
self_syncing = syncs.incomplete.any?
# Since Plaid Items sync as a "group", if the item is syncing, even if the account
# sync hasn't yet started (i.e. we're still fetching the Plaid data), show it as syncing in UI.
if linked?
plaid_account&.plaid_item&.syncing? || self_syncing
else
self_syncing
end
end
def institution_domain
url_string = plaid_account&.plaid_item&.institution_url
return nil unless url_string.present?
@ -81,21 +93,6 @@ class Account < ApplicationRecord
DestroyJob.perform_later(self)
end
def sync_data(sync, start_date: nil)
Rails.logger.info("Processing balances (#{linked? ? 'reverse' : 'forward'})")
sync_balances
end
def post_sync(sync)
family.remove_syncing_notice!
accountable.post_sync(sync)
unless sync.child?
family.auto_match_transfers!
end
end
def current_holdings
holdings.where(currency: currency, date: holdings.maximum(:date)).order(amount: :desc)
end
@ -172,10 +169,4 @@ class Account < ApplicationRecord
def long_subtype_label
accountable_class.long_subtype_label_for(subtype) || accountable_class.display_name
end
private
def sync_balances
strategy = linked? ? :reverse : :forward
Balance::Syncer.new(self, strategy: strategy).sync_balances
end
end