mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-08-04 21:15:19 +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:
parent
9793cc74f9
commit
10dd9e061a
97 changed files with 1837 additions and 949 deletions
|
@ -1,10 +1,12 @@
|
|||
class Holding::ForwardCalculator < Holding::BaseCalculator
|
||||
private
|
||||
def portfolio_cache
|
||||
@portfolio_cache ||= Holding::PortfolioCache.new(account)
|
||||
end
|
||||
class Holding::ForwardCalculator
|
||||
attr_reader :account
|
||||
|
||||
def calculate_holdings
|
||||
def initialize(account)
|
||||
@account = account
|
||||
end
|
||||
|
||||
def calculate
|
||||
Rails.logger.tagged("Holding::ForwardCalculator") do
|
||||
current_portfolio = generate_starting_portfolio
|
||||
next_portfolio = {}
|
||||
holdings = []
|
||||
|
@ -16,6 +18,55 @@ class Holding::ForwardCalculator < Holding::BaseCalculator
|
|||
current_portfolio = next_portfolio
|
||||
end
|
||||
|
||||
holdings
|
||||
Holding.gapfill(holdings)
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
def portfolio_cache
|
||||
@portfolio_cache ||= Holding::PortfolioCache.new(account)
|
||||
end
|
||||
|
||||
def empty_portfolio
|
||||
securities = portfolio_cache.get_securities
|
||||
securities.each_with_object({}) { |security, hash| hash[security.id] = 0 }
|
||||
end
|
||||
|
||||
def generate_starting_portfolio
|
||||
empty_portfolio
|
||||
end
|
||||
|
||||
def transform_portfolio(previous_portfolio, trade_entries, direction: :forward)
|
||||
new_quantities = previous_portfolio.dup
|
||||
|
||||
trade_entries.each do |trade_entry|
|
||||
trade = trade_entry.entryable
|
||||
security_id = trade.security_id
|
||||
qty_change = trade.qty
|
||||
qty_change = qty_change * -1 if direction == :reverse
|
||||
new_quantities[security_id] = (new_quantities[security_id] || 0) + qty_change
|
||||
end
|
||||
|
||||
new_quantities
|
||||
end
|
||||
|
||||
def build_holdings(portfolio, date, price_source: nil)
|
||||
portfolio.map do |security_id, qty|
|
||||
price = portfolio_cache.get_price(security_id, date, source: price_source)
|
||||
|
||||
if price.nil?
|
||||
next
|
||||
end
|
||||
|
||||
Holding.new(
|
||||
account_id: account.id,
|
||||
security_id: security_id,
|
||||
date: date,
|
||||
qty: qty,
|
||||
price: price.price,
|
||||
currency: price.currency,
|
||||
amount: qty * price.price
|
||||
)
|
||||
end.compact
|
||||
end
|
||||
end
|
||||
|
|
Loading…
Add table
Add a link
Reference in a new issue