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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
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97 changed files with 1837 additions and 949 deletions
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@ -1,4 +1,16 @@
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class Balance::ForwardCalculator < Balance::BaseCalculator
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class Balance::ForwardCalculator
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attr_reader :account
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def initialize(account)
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@account = account
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end
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def calculate
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Rails.logger.tagged("Balance::ForwardCalculator") do
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calculate_balances
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end
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end
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private
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def calculate_balances
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current_cash_balance = 0
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@ -25,4 +37,25 @@ class Balance::ForwardCalculator < Balance::BaseCalculator
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@balances
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end
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def sync_cache
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@sync_cache ||= Balance::SyncCache.new(account)
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end
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def build_balance(date, cash_balance, holdings_value)
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Balance.new(
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account_id: account.id,
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date: date,
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balance: holdings_value + cash_balance,
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cash_balance: cash_balance,
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currency: account.currency
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)
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end
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def calculate_next_balance(prior_balance, transactions, direction: :forward)
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flows = transactions.sum(&:amount)
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negated = direction == :forward ? account.asset? : account.liability?
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flows *= -1 if negated
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prior_balance + flows
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end
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end
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