Partial sync interface

app/models/concerns/syncable.rb

@@ -9,26 +9,17 @@ module Syncable
     raise NotImplementedError, "Subclasses must implement the syncing? method"
   end
 
-  # Schedules a sync for syncable.  If there is an existing sync pending/syncing for this syncable,
+  def sync_later(parent_sync: nil)
-  # we do not create a new sync, and attempt to expand the sync window if needed.
-  def sync_later(parent_sync: nil, window_start_date: nil, window_end_date: nil)
     Sync.transaction do
       with_lock do
         sync = self.syncs.incomplete.first
 
-        if sync
+        unless sync
-          Rails.logger.info("There is an existing sync, expanding window if needed (#{sync.id})")
+          sync = self.syncs.create!(parent: parent_sync)
-          sync.expand_window_if_needed(window_start_date, window_end_date)
-        else
-          sync = self.syncs.create!(
-            parent: parent_sync,
-            window_start_date: window_start_date,
-            window_end_date: window_end_date
-          )
-
-          SyncJob.perform_later(sync)
         end
 
+        SyncJob.perform_later(sync)
+
         sync
       end
     end
@@ -58,6 +49,10 @@ module Syncable
     latest_sync&.created_at
   end
 
+  def needs_sync?
+    data_synced_through.nil? || data_synced_through < Date.current
+  end
+
   private
     def latest_sync
       syncs.ordered.first

app/models/entry.rb

@@ -44,8 +44,9 @@ class Entry < ApplicationRecord
   end
 
   def sync_account_later
+    # TODO: <Sync>
     sync_start_date = [ date_previously_was, date ].compact.min unless destroyed?
-    account.sync_later(window_start_date: sync_start_date)
+    account.sync_later
   end
 
   def entryable_name_short

app/models/family/syncer.rb

@@ -16,7 +16,7 @@ class Family::Syncer
 
     # Schedule child syncs
     child_syncables.each do |syncable|
-      syncable.sync_later(parent_sync: sync, window_start_date: sync.window_start_date, window_end_date: sync.window_end_date)
+      syncable.sync_later(parent_sync: sync)
     end
   end
 

app/models/plaid_item.rb

@@ -68,13 +68,10 @@ class PlaidItem < ApplicationRecord
   end
 
   # Once all the data is fetched, we can schedule account syncs to calculate historical balances
-  def schedule_account_syncs(parent_sync: nil, window_start_date: nil, window_end_date: nil)
+  # TODO: <Sync>
+  def schedule_account_syncs(parent_sync: nil)
     accounts.each do |account|
-      account.sync_later(
+      account.sync_later(parent_sync: parent_sync)
-        parent_sync: parent_sync,
-        window_start_date: window_start_date,
-        window_end_date: window_end_date
-      )
     end
   end
 

app/models/plaid_item/syncer.rb

@@ -13,11 +13,7 @@ class PlaidItem::Syncer
     plaid_item.process_accounts
 
     # All data is synced, so we can now run an account sync to calculate historical balances and more
-    plaid_item.schedule_account_syncs(
+    plaid_item.schedule_account_syncs(parent_sync: sync)
-      parent_sync: sync,
-      window_start_date: sync.window_start_date,
-      window_end_date: sync.window_end_date
-    )
   end
 
   def perform_post_sync

app/models/sync.rb

@@ -101,29 +101,6 @@ class Sync < ApplicationRecord
     parent&.finalize_if_all_children_finalized
   end
 
-  # If a sync is pending, we can adjust the window if new syncs are created with a wider window.
-  def expand_window_if_needed(new_window_start_date, new_window_end_date)
-    return unless pending?
-    return if self.window_start_date.nil? && self.window_end_date.nil? # already as wide as possible
-
-    earliest_start_date = if self.window_start_date && new_window_start_date
-      [ self.window_start_date, new_window_start_date ].min
-    else
-      nil
-    end
-
-    latest_end_date = if self.window_end_date && new_window_end_date
-      [ self.window_end_date, new_window_end_date ].max
-    else
-      nil
-    end
-
-    update(
-      window_start_date: earliest_start_date,
-      window_end_date: latest_end_date
-    )
-  end
-
   private
     def log_status_change
       Rails.logger.info("changing from #{aasm.from_state} to #{aasm.to_state} (event: #{aasm.current_event})")

db/migrate/20250526093332_add_synced_through.rb

@@ -0,0 +1,7 @@
+class AddSyncedThrough < ActiveRecord::Migration[7.2]
+  def change
+    add_column :families, :data_synced_through, :date
+    add_column :plaid_items, :data_synced_through, :date
+    add_column :accounts, :data_synced_through, :date
+  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_23_131455) do
+ActiveRecord::Schema[7.2].define(version: 2025_05_26_093332) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -36,6 +36,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_05_23_131455) do
     t.boolean "scheduled_for_deletion", default: false
     t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
     t.jsonb "locked_attributes", default: {}
+    t.date "data_synced_through"
     t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type"
     t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
     t.index ["family_id", "accountable_type"], name: "index_accounts_on_family_id_and_accountable_type"
@@ -228,6 +229,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_05_23_131455) do
     t.boolean "data_enrichment_enabled", default: false
     t.boolean "early_access", default: false
     t.boolean "auto_sync_on_login", default: true, null: false
+    t.date "data_synced_through"
   end
 
   create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -456,6 +458,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_05_23_131455) do
     t.string "status", default: "good", null: false
     t.jsonb "raw_payload", default: {}
     t.jsonb "raw_institution_payload", default: {}
+    t.date "data_synced_through"
     t.index ["family_id"], name: "index_plaid_items_on_family_id"
     t.index ["plaid_id"], name: "index_plaid_items_on_plaid_id", unique: true
   end

test/interfaces/syncable_interface_test.rb

@@ -7,7 +7,7 @@ module SyncableInterfaceTest
   test "can sync later" do
     assert_difference "@syncable.syncs.count", 1 do
       assert_enqueued_with job: SyncJob do
-        @syncable.sync_later(window_start_date: 2.days.ago.to_date)
+        @syncable.sync_later
       end
     end
   end
@@ -17,20 +17,4 @@ module SyncableInterfaceTest
     @syncable.class.any_instance.expects(:perform_sync).with(mock_sync).once
     @syncable.perform_sync(mock_sync)
   end
-
-  test "second sync request widens existing pending window" do
-    later_start = 2.days.ago.to_date
-    first_sync = @syncable.sync_later(window_start_date: later_start, window_end_date: later_start)
-
-    earlier_start = 5.days.ago.to_date
-    wider_end     = Date.current
-
-    assert_no_difference "@syncable.syncs.count" do
-      @syncable.sync_later(window_start_date: earlier_start, window_end_date: wider_end)
-    end
-
-    first_sync.reload
-    assert_equal earlier_start, first_sync.window_start_date
-    assert_equal wider_end, first_sync.window_end_date
-  end
 end

test/jobs/sync_job_test.rb

@@ -4,7 +4,7 @@ class SyncJobTest < ActiveJob::TestCase
   test "sync is performed" do
     syncable = accounts(:depository)
 
-    sync = syncable.syncs.create!(window_start_date: 2.days.ago.to_date)
+    sync = syncable.syncs.create!
 
     sync.expects(:perform).once
 

test/models/account/entry_test.rb

@@ -30,7 +30,7 @@ class EntryTest < ActiveSupport::TestCase
     prior_date = @entry.date - 1
     @entry.update! date: prior_date
 
-    @entry.account.expects(:sync_later).with(window_start_date: prior_date)
+    @entry.account.expects(:sync_later).once
     @entry.sync_account_later
   end
 
@@ -38,14 +38,14 @@ class EntryTest < ActiveSupport::TestCase
     prior_date = @entry.date
     @entry.update! date: @entry.date + 1
 
-    @entry.account.expects(:sync_later).with(window_start_date: prior_date)
+    @entry.account.expects(:sync_later).once
     @entry.sync_account_later
   end
 
   test "triggers sync with correct start date when transaction deleted" do
     @entry.destroy!
 
-    @entry.account.expects(:sync_later).with(window_start_date: nil)
+    @entry.account.expects(:sync_later).once
     @entry.sync_account_later
   end
 

test/models/family/syncer_test.rb

@@ -15,12 +15,12 @@ class Family::SyncerTest < ActiveSupport::TestCase
 
     Account.any_instance
            .expects(:sync_later)
-           .with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
+           .with(parent_sync: family_sync)
            .times(manual_accounts_count)
 
     PlaidItem.any_instance
              .expects(:sync_later)
-             .with(parent_sync: family_sync, window_start_date: nil, window_end_date: nil)
+             .with(parent_sync: family_sync)
              .times(items_count)
 
     syncer.perform_sync(family_sync)

test/models/sync_test.rb

@@ -199,24 +199,4 @@ class SyncTest < ActiveSupport::TestCase
     assert_equal "stale", stale_pending.reload.status
     assert_equal "stale", stale_syncing.reload.status
   end
-
-  test "expand_window_if_needed widens start and end dates on a pending sync" do
-    initial_start = 1.day.ago.to_date
-    initial_end   = 1.day.ago.to_date
-
-    sync = Sync.create!(
-      syncable: accounts(:depository),
-      window_start_date: initial_start,
-      window_end_date: initial_end
-    )
-
-    new_start = 5.days.ago.to_date
-    new_end   = Date.current
-
-    sync.expand_window_if_needed(new_start, new_end)
-    sync.reload
-
-    assert_equal new_start, sync.window_start_date
-    assert_equal new_end,   sync.window_end_date
-  end
 end