1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-25 08:09:38 +02:00

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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
97 changed files with 1837 additions and 949 deletions

View file

@ -1,4 +1,16 @@
class Balance::ForwardCalculator < Balance::BaseCalculator
class Balance::ForwardCalculator
attr_reader :account
def initialize(account)
@account = account
end
def calculate
Rails.logger.tagged("Balance::ForwardCalculator") do
calculate_balances
end
end
private
def calculate_balances
current_cash_balance = 0
@ -25,4 +37,25 @@ class Balance::ForwardCalculator < Balance::BaseCalculator
@balances
end
def sync_cache
@sync_cache ||= Balance::SyncCache.new(account)
end
def build_balance(date, cash_balance, holdings_value)
Balance.new(
account_id: account.id,
date: date,
balance: holdings_value + cash_balance,
cash_balance: cash_balance,
currency: account.currency
)
end
def calculate_next_balance(prior_balance, transactions, direction: :forward)
flows = transactions.sum(&:amount)
negated = direction == :forward ? account.asset? : account.liability?
flows *= -1 if negated
prior_balance + flows
end
end