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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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@ -83,9 +83,6 @@ class Holding::PortfolioCache
securities.each do |security|
Rails.logger.info "Loading security: ID=#{security.id} Ticker=#{security.ticker}"
# Load prices from provider to DB
security.sync_provider_prices(start_date: account.start_date)
# High priority prices from DB (synced from provider)
db_prices = security.prices.where(date: account.start_date..Date.current).map do |price|
PriceWithPriority.new(