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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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@ -1,5 +1,5 @@
class Family < ApplicationRecord
include Syncable, AutoTransferMatchable, Subscribeable
include PlaidConnectable, Syncable, AutoTransferMatchable, Subscribeable
DATE_FORMATS = [
[ "MM-DD-YYYY", "%m-%d-%Y" ],
@ -15,7 +15,6 @@ class Family < ApplicationRecord
has_many :users, dependent: :destroy
has_many :accounts, dependent: :destroy
has_many :plaid_items, dependent: :destroy
has_many :invitations, dependent: :destroy
has_many :imports, dependent: :destroy
@ -36,6 +35,15 @@ class Family < ApplicationRecord
validates :locale, inclusion: { in: I18n.available_locales.map(&:to_s) }
validates :date_format, inclusion: { in: DATE_FORMATS.map(&:last) }
# If any accounts or plaid items are syncing, the family is also syncing, even if a formal "Family Sync" is not running.
def syncing?
Sync.joins("LEFT JOIN plaid_items ON plaid_items.id = syncs.syncable_id AND syncs.syncable_type = 'PlaidItem'")
.joins("LEFT JOIN accounts ON accounts.id = syncs.syncable_id AND syncs.syncable_type = 'Account'")
.where("syncs.syncable_id = ? OR accounts.family_id = ? OR plaid_items.family_id = ?", id, id, id)
.incomplete
.exists?
end
def assigned_merchants
merchant_ids = transactions.where.not(merchant_id: nil).pluck(:merchant_id).uniq
Merchant.where(id: merchant_ids)
@ -65,64 +73,10 @@ class Family < ApplicationRecord
@income_statement ||= IncomeStatement.new(self)
end
def sync_data(sync, start_date: nil)
# We don't rely on this value to guard the app, but keep it eventually consistent
sync_trial_status!
Rails.logger.info("Syncing accounts for family #{id}")
accounts.manual.each do |account|
account.sync_later(start_date: start_date, parent_sync: sync)
end
Rails.logger.info("Applying rules for family #{id}")
rules.each do |rule|
rule.apply_later
end
end
def remove_syncing_notice!
broadcast_remove target: "syncing-notice"
end
def post_sync(sync)
auto_match_transfers!
broadcast_refresh
end
# If family has any syncs pending/syncing within the last 10 minutes, we show a persistent "syncing" notice.
# Ignore syncs older than 10 minutes as they are considered "stale"
def syncing?
Sync.where(
"(syncable_type = 'Family' AND syncable_id = ?) OR
(syncable_type = 'Account' AND syncable_id IN (SELECT id FROM accounts WHERE family_id = ? AND plaid_account_id IS NULL)) OR
(syncable_type = 'PlaidItem' AND syncable_id IN (SELECT id FROM plaid_items WHERE family_id = ?))",
id, id, id
).where(status: [ "pending", "syncing" ], created_at: 10.minutes.ago..).exists?
end
def eu?
country != "US" && country != "CA"
end
def get_link_token(webhooks_url:, redirect_url:, accountable_type: nil, region: :us, access_token: nil)
provider = if region.to_sym == :eu
Provider::Registry.get_provider(:plaid_eu)
else
Provider::Registry.get_provider(:plaid_us)
end
# early return when no provider
return nil unless provider
provider.get_link_token(
user_id: id,
webhooks_url: webhooks_url,
redirect_url: redirect_url,
accountable_type: accountable_type,
access_token: access_token
).link_token
end
def requires_data_provider?
# If family has any trades, they need a provider for historical prices
return true if trades.any?