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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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17
app/views/holdings/_cash.html.erb
View file

@ -19,8 +19,13 @@
<div class="col-span-2 flex justify-end items-center gap-2">
<% cash_weight = account.balance.zero? ? 0 : account.cash_balance / account.balance * 100 %>
<%= render "shared/progress_circle", progress: cash_weight %>
<%= tag.p number_to_percentage(cash_weight, precision: 1) %>
<% if account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full"></div>
<% else %>
<%= render "shared/progress_circle", progress: cash_weight %>
<%= tag.p number_to_percentage(cash_weight, precision: 1) %>
<% end %>
</div>
<div class="col-span-2 text-right">
@ -28,7 +33,13 @@
</div>
<div class="col-span-2 text-right">
<%= tag.p format_money account.cash_balance_money %>
<% if account.syncing? %>
<div class="flex justify-end">
<div class="w-16 h-6 bg-loader rounded-full"></div>
</div>
<% else %>
<%= tag.p format_money account.cash_balance_money %>
<% end %>
</div>
<div class="col-span-2 text-right">

42
app/views/holdings/_holding.html.erb
View file

@ -17,7 +17,9 @@
</div>
<div class="col-span-2 flex justify-end items-center gap-2">
<% if holding.weight %>
<% if holding.account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full"></div>
<% elsif holding.weight %>
<%= render "shared/progress_circle", progress: holding.weight %>
<%= tag.p number_to_percentage(holding.weight, precision: 1) %>
<% else %>
@ -26,21 +28,39 @@
</div>
<div class="col-span-2 text-right">
<%= tag.p format_money holding.avg_cost %>
<%= tag.p t(".per_share"), class: "font-normal text-secondary" %>
</div>
<div class="col-span-2 text-right">
<% if holding.amount_money %>
<%= tag.p format_money holding.amount_money %>
<% if holding.account.syncing? %>
<div class="flex justify-end">
<div class="w-16 h-6 bg-loader rounded-full"></div>
</div>
<% else %>
<%= tag.p "--", class: "text-secondary" %>
<%= tag.p format_money holding.avg_cost %>
<%= tag.p t(".per_share"), class: "font-normal text-secondary" %>
<% end %>
<%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-secondary" %>
</div>
<div class="col-span-2 text-right">
<% if holding.trend %>
<% if holding.account.syncing? %>
<div class="flex flex-col gap-2 items-end">
<div class="w-16 h-4 bg-loader rounded-full"></div>
<div class="w-16 h-2 bg-loader rounded-full"></div>
</div>
<% else %>
<% if holding.amount_money %>
<%= tag.p format_money holding.amount_money %>
<% else %>
<%= tag.p "--", class: "text-secondary" %>
<% end %>
<%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-secondary" %>
<% end %>
</div>
<div class="col-span-2 text-right">
<% if holding.account.syncing? %>
<div class="flex flex-col gap-2 items-end">
<div class="w-16 h-4 bg-loader rounded-full"></div>
<div class="w-16 h-2 bg-loader rounded-full"></div>
</div>
<% elsif holding.trend %>
<%= tag.p format_money(holding.trend.value), style: "color: #{holding.trend.color};" %>
<%= tag.p "(#{number_to_percentage(holding.trend.percent, precision: 1)})", style: "color: #{holding.trend.color};" %>
<% else %>