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Code Issues Releases Activity Actions

Improve account sync performance, handle concurrent market data syncing (#2236)

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* 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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124
app/views/accounts/_account_sidebar_tabs.html.erb
View file

@ -1,6 +1,6 @@
<%# locals: (family:, active_account_group_tab:) %>
<%# locals: (family:, active_tab:, mobile: false) %>
<div>
<div id="account-sidebar-tabs">
<% if family.missing_data_provider? %>
<details class="group bg-yellow-tint-10 rounded-lg p-2 text-yellow-600 mb-3 text-xs">
<summary class="flex items-center justify-between gap-2">
@ -21,73 +21,71 @@
</details>
<% end %>
<div data-controller="sidebar-tabs">
<%= render TabsComponent.new(active_tab: active_account_group_tab, url_param_key: "account_group_tab", testid: "account-sidebar-tabs") do |tabs| %>
<% tabs.with_nav do |nav| %>
<% nav.with_btn(id: "assets", label: "Assets") %>
<% nav.with_btn(id: "debts", label: "Debts") %>
<% nav.with_btn(id: "all", label: "All") %>
<% end %>
<%= render TabsComponent.new(active_tab: active_tab, session_key: "account_sidebar_tab", testid: "account-sidebar-tabs") do |tabs| %>
<% tabs.with_nav do |nav| %>
<% nav.with_btn(id: "asset", label: "Assets") %>
<% nav.with_btn(id: "liability", label: "Debts") %>
<% nav.with_btn(id: "all", label: "All") %>
<% end %>
<% tabs.with_panel(tab_id: "assets") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New asset",
variant: "ghost",
href: new_account_path(step: "method_select", classification: "asset"),
icon: "plus",
frame: :modal,
full_width: true,
class: "justify-start"
) %>
<div>
<% family.balance_sheet.account_groups("asset").each do |group| %>
<%= render "accounts/accountable_group", account_group: group %>
<% end %>
</div>
</div>
<% end %>
<% tabs.with_panel(tab_id: "debts") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New debt",
<% tabs.with_panel(tab_id: "asset") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New asset",
variant: "ghost",
href: new_account_path(step: "method_select", classification: "liability"),
href: new_account_path(step: "method_select", classification: "asset"),
icon: "plus",
frame: :modal,
full_width: true,
class: "justify-start"
) %>
<div>
<% family.balance_sheet.account_groups("liability").each do |group| %>
<%= render "accounts/accountable_group", account_group: group %>
<% end %>
</div>
</div>
<% end %>
<% tabs.with_panel(tab_id: "all") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New account",
variant: "ghost",
full_width: true,
href: new_account_path(step: "method_select"),
icon: "plus",
frame: :modal,
class: "justify-start"
) %>
class: "justify-start"
) %>
<div>
<% family.balance_sheet.account_groups.each do |group| %>
<%= render "accounts/accountable_group", account_group: group %>
<% end %>
</div>
<div>
<% family.balance_sheet.account_groups("asset").each do |group| %>
<%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
<% end %>
</div>
<% end %>
</div>
<% end %>
</div>
<% tabs.with_panel(tab_id: "liability") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New debt",
variant: "ghost",
href: new_account_path(step: "method_select", classification: "liability"),
icon: "plus",
frame: :modal,
full_width: true,
class: "justify-start"
) %>
<div>
<% family.balance_sheet.account_groups("liability").each do |group| %>
<%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
<% end %>
</div>
</div>
<% end %>
<% tabs.with_panel(tab_id: "all") do %>
<div class="space-y-2">
<%= render LinkComponent.new(
text: "New account",
variant: "ghost",
full_width: true,
href: new_account_path(step: "method_select"),
icon: "plus",
frame: :modal,
class: "justify-start"
) %>
<div>
<% family.balance_sheet.account_groups.each do |group| %>
<%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
<% end %>
</div>
</div>
<% end %>
<% end %>
</div>