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Code Issues Releases Activity Actions

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

Browse source 
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
This commit is contained in:
Zach Gollwitzer 2024-08-16 12:13:48 -04:00 • committed by GitHub
parent c70a08aca2
commit 707c5ca0ca
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52 changed files with 507 additions and 211 deletions
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29
app/models/account/sync.rb
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@ -16,34 +16,25 @@ class Account::Sync < ApplicationRecord
def run
start!
account.resolve_stale_issues
sync_balances
sync_holdings
complete!
rescue StandardError => error
account.observe_unknown_issue(error)
fail! error
end
private
def sync_balances
syncer = Account::Balance::Syncer.new(account, start_date: start_date)
syncer.run
append_warnings(syncer.warnings)
Account::Balance::Syncer.new(account, start_date: start_date).run
end
def sync_holdings
syncer = Account::Holding::Syncer.new(account, start_date: start_date)
syncer.run
append_warnings(syncer.warnings)
end
def append_warnings(new_warnings)
update! warnings: warnings + new_warnings
Account::Holding::Syncer.new(account, start_date: start_date).run
end
def start!
@ -53,12 +44,17 @@ class Account::Sync < ApplicationRecord
def complete!
update! status: "completed"
broadcast_result type: "notice", message: "Sync complete"
if account.has_issues?
broadcast_result type: "alert", message: account.highest_priority_issue.title
else
broadcast_result type: "notice", message: "Sync complete"
end
end
def fail!(error)
update! status: "failed", error: error.message
broadcast_result type: "alert", message: error.message
broadcast_result type: "alert", message: I18n.t("account.sync.failed")
end
def broadcast_start
@ -78,6 +74,7 @@ class Account::Sync < ApplicationRecord
partial: "shared/notification",
locals: { type: type, message: message }
)
account.family.broadcast_refresh
end
end