Sync completion event broadcasts

app/assets/tailwind/maybe-design-system/border-utils.css

@@ -1,7 +1,6 @@
 /* Custom shadow borders used for surfaces / containers  */
 @utility shadow-border-xs {
   box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-black-50);
-  transform: translateZ(0);
 
   @variant theme-dark {
     box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-white-50);
@@ -10,7 +9,6 @@
 
 @utility shadow-border-sm {
   box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50);
-  transform: translateZ(0);
 
   @variant theme-dark {
     box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-white-50);
@@ -19,7 +17,6 @@
 
 @utility shadow-border-md {
   box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50);
-  transform: translateZ(0);
 
   @variant theme-dark {
     box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-white-50);
@@ -28,7 +25,6 @@
 
 @utility shadow-border-lg {
   box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50);
-  transform: translateZ(0);
 
   @variant theme-dark {
     box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-white-50);
@@ -37,7 +33,6 @@
 
 @utility shadow-border-xl {
   box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50);
-  transform: translateZ(0);
 
   @variant theme-dark {
     box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-white-50);

app/components/tabs_component.html.erb

@@ -11,11 +11,6 @@
   <% else %>
     <%= nav %>
 
-    <%= form_with url: cookie_session_path, scope: :cookie_session, method: :put, data: { tabs_target: "persistSelectionForm" } do |f| %>
-      <%= f.hidden_field :tab_key, value: "account_group_tab" %>
-      <%= f.hidden_field :tab_value, value: "all", data: { tabs_target: "selectionInput" } %>
-    <% end %>
-
     <% panels.each do |panel| %>
       <%= panel %>
     <% end %>

app/components/tabs_controller.js

@@ -36,8 +36,22 @@ export default class extends Controller {
 
     // Update URL with the selected tab
     if (this.sessionKeyValue) {
-      this.selectionInputTarget.value = selectedTabId;
-      this.persistSelectionFormTarget.requestSubmit();
+      this.#updateSessionPreference(selectedTabId);
     }
   } 
+
+  #updateSessionPreference(selectedTabId) {
+    fetch("/current_session", {
+      method: "PUT",
+      headers: {
+        "Content-Type": "application/x-www-form-urlencoded",
+        "X-CSRF-Token": document.querySelector('[name="csrf-token"]').content,
+        Accept: "application/json",
+      },
+      body: new URLSearchParams({
+        "current_session[tab_key]": this.sessionKeyValue,
+        "current_session[tab_value]": selectedTabId,
+      }).toString(),
+    });
+  }
 }

app/controllers/application_controller.rb

@@ -1,7 +1,7 @@
 class ApplicationController < ActionController::Base
-  include Onboardable, Localize, AutoSync, Authentication, Invitable,
+  include RestoreLayoutPreferences, Onboardable, Localize, AutoSync, Authentication, Invitable,
           SelfHostable, StoreLocation, Impersonatable, Breadcrumbable,
-          FeatureGuardable, Notifiable, AccountGroupable
+          FeatureGuardable, Notifiable
 
   include Pagy::Backend
 

app/controllers/concerns/restore_layout_preferences.rb

@@ -1,13 +1,13 @@
-module AccountGroupable
+module RestoreLayoutPreferences
   extend ActiveSupport::Concern
 
   included do
-    before_action :set_account_group_tab
+    before_action :restore_active_tabs
   end
 
   private
-    def set_account_group_tab
-      last_selected_tab = session["custom_account_group_tab"] || "asset"
+    def restore_active_tabs
+      last_selected_tab = Current.session&.get_preferred_tab("account_sidebar_tab") || "asset"
 
       @account_group_tab = account_group_tab_param || last_selected_tab
     end
@@ -17,7 +17,7 @@ module AccountGroupable
     end
 
     def account_group_tab_param
-      param_value = params[:account_group_tab]
+      param_value = params[:account_sidebar_tab]
       return nil unless param_value.in?(valid_account_group_tabs)
       param_value
     end

app/controllers/current_sessions_controller.rb

@@ -0,0 +1,14 @@
+class CurrentSessionsController < ApplicationController
+  def update
+    if session_params[:tab_key].present? && session_params[:tab_value].present?
+      Current.session.set_preferred_tab(session_params[:tab_key], session_params[:tab_value])
+    end
+
+    head :ok
+  end
+
+  private
+    def session_params
+      params.require(:current_session).permit(:tab_key, :tab_value)
+    end
+end

app/models/account/syncer.rb

@@ -13,7 +13,7 @@ class Account::Syncer
   def perform_post_sync
     account.family.auto_match_transfers!
     account.broadcast_refresh
-    account.family.broadcast_sidebar_refresh
+    SyncCompleteEvent.new(account.family, accounts: [ account ]).broadcast
   end
 
   private

app/models/balance_sheet.rb

@@ -54,8 +54,11 @@ class BalanceSheet
     groups = account_groups.map do |accountable, accounts|
       group_total = accounts.sum(&:converted_balance)
 
+      key = accountable.model_name.param_key
+
       AccountGroup.new(
-        key: accountable.model_name.param_key,
+        id: classification ? "#{classification}_#{key}_group" : "#{key}_group",
+        key: key,
         name: accountable.display_name,
         classification: accountable.classification,
         total: group_total,
@@ -95,7 +98,7 @@ class BalanceSheet
 
   private
     ClassificationGroup = Struct.new(:key, :display_name, :icon, :total_money, :account_groups, :syncing?, keyword_init: true)
-    AccountGroup = Struct.new(:key, :name, :accountable_type, :classification, :total, :total_money, :weight, :accounts, :color, :missing_rates?, :syncing?, keyword_init: true)
+    AccountGroup = Struct.new(:id, :key, :name, :accountable_type, :classification, :total, :total_money, :weight, :accounts, :color, :missing_rates?, :syncing?, keyword_init: true)
 
     def active_accounts
       family.accounts.active.with_attached_logo

app/models/family.rb

@@ -44,14 +44,6 @@ class Family < ApplicationRecord
         .exists?
   end
 
-  def broadcast_sidebar_refresh
-    broadcast_replace(
-      target: "account-sidebar-tabs",
-      partial: "accounts/sidebar_tabs",
-      locals: { family: self, active_account_group_tab: "all" }
-    )
-  end
-
   def assigned_merchants
     merchant_ids = transactions.where.not(merchant_id: nil).pluck(:merchant_id).uniq
     Merchant.where(id: merchant_ids)

app/models/plaid_item/syncer.rb

@@ -24,7 +24,7 @@ class PlaidItem::Syncer
 
   def perform_post_sync
     plaid_item.auto_match_categories!
-    plaid_item.family.broadcast_sidebar_refresh
+    SyncCompleteEvent.new(plaid_item.family, accounts: plaid_item.accounts).broadcast
   end
 
   private

app/models/session.rb

@@ -9,4 +9,14 @@ class Session < ApplicationRecord
     self.user_agent = Current.user_agent
     self.ip_address = Current.ip_address
   end
+
+  def get_preferred_tab(tab_key)
+    data.dig("tab_preferences", tab_key)
+  end
+
+  def set_preferred_tab(tab_key, tab_value)
+    data["tab_preferences"] ||= {}
+    data["tab_preferences"][tab_key] = tab_value
+    save!
+  end
 end

app/models/sync.rb

@@ -49,7 +49,9 @@ class Sync < ApplicationRecord
       begin
         syncable.perform_sync(self)
       rescue => e
-        fail_and_report_error(e)
+        fail!
+        update(error: e.message)
+        report_error(e)
       ensure
         finalize_if_all_children_finalized
       end
@@ -64,9 +66,6 @@ class Sync < ApplicationRecord
       # If this is the "parent" and there are still children running, don't finalize.
       return unless all_children_finalized?
 
-      # If we make it here, the sync is finalized.  Run post-sync, regardless of failure/success.
-      perform_post_sync
-
       if syncing?
         if has_failed_children?
           fail!
@@ -74,6 +73,9 @@ class Sync < ApplicationRecord
           complete!
         end
       end
+
+      # If we make it here, the sync is finalized.  Run post-sync, regardless of failure/success.
+      perform_post_sync
     end
 
     # If this sync has a parent, try to finalize it so the child status propagates up the chain.
@@ -96,12 +98,10 @@ class Sync < ApplicationRecord
     def perform_post_sync
       syncable.perform_post_sync
     rescue => e
-      fail_and_report_error(e)
+      report_error(e)
     end
 
-    def fail_and_report_error(error)
-      fail!
-      update(error: error.message)
+    def report_error(error)
       Sentry.capture_exception(error) do |scope|
         scope.set_tags(sync_id: id)
       end

app/models/sync_complete_event.rb

@@ -0,0 +1,37 @@
+class SyncCompleteEvent
+  attr_reader :family, :accounts
+
+  def initialize(family, accounts: [])
+    @family = family
+    @accounts = accounts
+  end
+
+  def broadcast
+    account_groups = family.balance_sheet.account_groups.select do |group|
+      group.accounts.any? { |a| accounts.include?(a) }
+    end
+
+    account_groups.each do |account_group|
+      [ nil, "asset", "liability" ].each do |classification|
+        id = classification ? "#{classification}_#{account_group.id}" : account_group.id
+        family.broadcast_replace(
+          target: id,
+          partial: "accounts/accountable_group",
+          locals: { account_group: account_group, open: true }
+        )
+      end
+    end
+
+    family.broadcast_replace(
+      target: "balance-sheet",
+      partial: "pages/dashboard/balance_sheet",
+      locals: { balance_sheet: family.balance_sheet }
+    )
+
+    family.broadcast_replace(
+      target: "net-worth-chart",
+      partial: "pages/dashboard/net_worth_chart",
+      locals: { balance_sheet: family.balance_sheet, period: Period.last_30_days }
+    )
+  end
+end

app/views/accounts/_account_sidebar_tabs.html.erb

@@ -1,4 +1,4 @@
-<%# locals: (family:, active_account_group_tab: "asset") %>
+<%# locals: (family:, active_tab:, mobile: false) %>
 
 <div id="account-sidebar-tabs">
   <% if family.missing_data_provider? %>
@@ -21,7 +21,7 @@
     </details>
   <% end %>
 
-  <%= render TabsComponent.new(active_tab: active_account_group_tab, session_key: "account_group_tab", testid: "account-sidebar-tabs") do |tabs| %>
+  <%= 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") %>
@@ -42,7 +42,7 @@
 
         <div>
           <% family.balance_sheet.account_groups("asset").each do |group| %>
-            <%= render "accounts/accountable_group", account_group: group %>
+            <%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
           <% end %>
         </div>
       </div>
@@ -62,7 +62,7 @@
 
         <div>
           <% family.balance_sheet.account_groups("liability").each do |group| %>
-            <%= render "accounts/accountable_group", account_group: group %>
+            <%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
           <% end %>
         </div>
       </div>
@@ -82,7 +82,7 @@
 
         <div>
           <% family.balance_sheet.account_groups.each do |group| %>
-            <%= render "accounts/accountable_group", account_group: group %>
+            <%= render "accounts/accountable_group", account_group: group, mobile: mobile %>
           <% end %>
         </div>
       </div>

app/views/accounts/_accountable_group.html.erb

@@ -1,6 +1,8 @@
-<%# locals: (account_group:) %>
+<%# locals: (account_group:, mobile: false, open: nil, **args) %>
 
-<%= render DisclosureComponent.new(title: account_group.name, align: :left, open: account_group.accounts.any? { |account| page_active?(account_path(account)) }) do |disclosure| %>
+<div id="<%= mobile ? "mobile_#{account_group.id}" : account_group.id %>">
+  <% is_open = open.nil? ? account_group.accounts.any? { |account| page_active?(account_path(account)) } : open %>
+  <%= render DisclosureComponent.new(title: account_group.name, align: :left, open: is_open) do |disclosure| %>
     <% disclosure.with_summary_content do %>
       <div class="ml-auto text-right grow">
         <% if account_group.syncing? %>
@@ -71,4 +73,5 @@
       class: "justify-start"
     ) %>
     </div>
-<% end %>
+  <% end %>
+</div>

app/views/accounts/show/_chart.html.erb

@@ -1,4 +1,4 @@
-<%# locals: (account:, title: nil, tooltip: nil, chart_view: nil, **args) %>
+<%# locals: (account:, tooltip: nil, chart_view: nil, **args) %>
 
 <% period =  @period || Period.last_30_days %>
 <% default_value_title = account.asset? ? t(".balance") : t(".owed") %>
@@ -7,10 +7,10 @@
   <div class="flex justify-between flex-col-reverse lg:flex-row gap-2 px-4 pt-4 mb-2">
     <div class="space-y-2 w-full">
       <div class="flex items-center gap-1">
-        <%= tag.p title || default_value_title, class: "text-sm font-medium text-secondary" %>
+        <%= tag.p account.investment? ? "Total value" : default_value_title, class: "text-sm font-medium text-secondary" %>
 
-        <% unless account.syncing? %>
-          <%= tooltip %>
+        <% if !account.syncing? && account.investment? %>
+          <%= render "investments/value_tooltip", balance: account.balance_money, holdings: account.balance_money - account.cash_balance_money, cash: account.cash_balance_money %>
         <% end %>
       </div>
 

app/views/accounts/show/_template.html.erb

@@ -1,4 +1,4 @@
-<%# locals: (account:, header: nil, chart: nil, tabs: nil) %>
+<%# locals: (account:, header: nil, chart: nil, chart_view: nil, tabs: nil) %>
 
 <%= turbo_stream_from account %>
 
@@ -13,7 +13,7 @@
     <% if chart.present? %>
       <%= chart %>
     <% else %>
-      <%= render "accounts/show/chart", account: account %>
+      <%= render "accounts/show/chart", account: account, chart_view: chart_view %>
     <% end %>
 
     <div class="min-h-[800px]" data-testid="account-details">

app/views/investments/show.html.erb

@@ -1,25 +1,7 @@
-<%= turbo_stream_from @account %>
-
-<%= turbo_frame_tag dom_id(@account) do %>
-  <%= tag.div class: "space-y-4" do %>
-    <%= render "accounts/show/header", account: @account %>
-
-    <%= render "accounts/show/chart",
+<%= render "accounts/show/template",
            account: @account,
-               title: t(".chart_title"),
            chart_view: @chart_view,
-               tooltip: render(
-                 "investments/value_tooltip",
-                 balance: @account.balance_money,
-                 holdings: @account.balance_money - @account.cash_balance_money,
-                 cash: @account.cash_balance_money
-               ) %>
-
-    <div class="min-h-[800px]">
-      <%= render "accounts/show/tabs", account: @account, tabs: [
+           tabs: render("accounts/show/tabs", account: @account, tabs: [
             { key: "activity", contents: render("accounts/show/activity", account: @account) },
             { key: "holdings", contents: render("investments/holdings_tab", account: @account) },
-      ] %>
-    </div>
-  <% end %>
-<% end %>
+           ]) %>

app/views/layouts/application.html.erb

@@ -26,7 +26,8 @@
       <%= render(
         "accounts/account_sidebar_tabs",
         family: Current.family,
-        active_account_group_tab: @account_group_tab
+        active_tab: @account_group_tab,
+        mobile: true
       ) %>
     </div>
 
@@ -81,7 +82,7 @@
       <% else %>
         <div class="h-full flex flex-col">
           <div class="overflow-y-auto grow">
-            <%= render "accounts/account_sidebar_tabs", family: Current.family, active_account_group_tab: @account_group_tab %>
+            <%= render "accounts/account_sidebar_tabs", family: Current.family, active_tab: @account_group_tab %>
           </div>
 
           <% if Current.family.trialing? && !self_hosted? %>

app/views/pages/dashboard/_balance_sheet.html.erb

@@ -1,6 +1,6 @@
-<%# locals: (balance_sheet:) %>
+<%# locals: (balance_sheet:, **args) %>
 
-<div class="space-y-4">
+<div class="space-y-4" id="balance-sheet">
   <% balance_sheet.classification_groups.each do |classification_group| %>
     <div class="bg-container shadow-border-xs rounded-xl space-y-4 p-4">
       <h2 class="text-lg font-medium inline-flex items-center gap-1.5">

app/views/pages/dashboard/_net_worth_chart.html.erb

@@ -1,8 +1,8 @@
-<%# locals: (balance_sheet:, period:) %>
+<%# locals: (balance_sheet:, period:, **args) %>
 
-<% series = balance_sheet.net_worth_series(period: period) %>
-
-<div class="flex justify-between gap-4 px-4">
+<div id="net-worth-chart">
+  <% series = balance_sheet.net_worth_series(period: period) %>
+  <div class="flex justify-between gap-4 px-4">
     <div class="space-y-2">
       <div class="space-y-2">
         <p class="text-sm text-secondary font-medium"><%= t(".title") %></p>
@@ -33,13 +33,13 @@
                     data: { "auto-submit-form-target": "auto" },
                     class: "bg-container border border-secondary font-medium rounded-lg px-3 py-2 text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0" %>
     <% end %>
-</div>
+  </div>
 
-<% if balance_sheet.syncing? %>
+  <% if balance_sheet.syncing? %>
     <div class="w-full flex items-center justify-center p-4 h-52">
       <div class="bg-loader rounded-md h-full w-full"></div>
     </div>
-<% else %>
+  <% else %>
     <% if series.any? %>
       <div
     id="netWorthChart"
@@ -51,4 +51,5 @@
         <p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
       </div>
     <% end %>
-<% end %>
+  <% end %>
+</div>

config/routes.rb

@@ -26,7 +26,7 @@ Rails.application.routes.draw do
   get "changelog", to: "pages#changelog"
   get "feedback", to: "pages#feedback"
 
-  resource :cookie_session, only: %i[update]
+  resource :current_session, only: %i[update]
 
   resource :registration, only: %i[new create]
   resources :sessions, only: %i[new create destroy]

db/migrate/20250514214242_add_metadata_to_session.rb

@@ -0,0 +1,5 @@
+class AddMetadataToSession < ActiveRecord::Migration[7.2]
+  def change
+    add_column :sessions, :data, :jsonb, default: {}
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_05_13_122703) do
+ActiveRecord::Schema[7.2].define(version: 2025_05_14_214242) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -537,6 +537,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_05_13_122703) do
     t.uuid "active_impersonator_session_id"
     t.datetime "subscribed_at"
     t.jsonb "prev_transaction_page_params", default: {}
+    t.jsonb "data", default: {}
     t.index ["active_impersonator_session_id"], name: "index_sessions_on_active_impersonator_session_id"
     t.index ["user_id"], name: "index_sessions_on_user_id"
   end

test/controllers/current_sessions_controller_test.rb

@@ -0,0 +1,15 @@
+require "test_helper"
+
+class CurrentSessionsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    @user = users(:family_admin)
+    sign_in @user
+  end
+
+  test "can update the preferred tab for any namespace" do
+    put current_session_url, params: { current_session: { tab_key: "accounts_sidebar_tab", tab_value: "asset" } }
+    assert_response :success
+    session = Session.order(updated_at: :desc).first
+    assert_equal "asset", session.get_preferred_tab("accounts_sidebar_tab")
+  end
+end