Scaffold out Account Syncing (#474)

* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests

app/jobs/account_balance_sync_job.rb

@@ -0,0 +1,74 @@
+class AccountBalanceSyncJob < ApplicationJob
+  queue_as :default
+
+  # Naive implementation of the perform method (will be refactored to handle transactions later)
+  def perform(account_id:, valuation_date:, sync_type:, sync_action:)
+    account = Account.find(account_id)
+
+    account.status = "SYNCING"
+    account.save!
+
+    case sync_type
+    when "valuation"
+      case sync_action
+      when "update"
+        handle_valuation_update(account: account, valuation_date: valuation_date)
+      when "destroy"
+        handle_valuation_destroy(account: account, valuation_date: valuation_date)
+      else
+        logger.error "Unsupported sync_action: #{sync_action} for sync_type: #{sync_type}"
+      end
+    else
+      logger.error "Unsupported sync_type: #{sync_type}"
+    end
+
+    sync_current_account_balance(account)
+
+    account.status = "OK"
+    account.save!
+  end
+
+  private
+
+    def sync_current_account_balance(account)
+      today_balance = account.balances.find_or_initialize_by(date: Date.current)
+      today_balance.update(balance: account.converted_balance)
+    end
+
+    def handle_valuation_update(account:, valuation_date:)
+      updated_valuation = account.valuations.find_by(date: valuation_date)
+
+      return unless updated_valuation
+
+      update_period_start = valuation_date
+      update_period_end = (account.valuations.where("date > ?", valuation_date).order(:date).first&.date || Date.current) - 1.day
+
+      balances_to_upsert = (update_period_start..update_period_end).map do |date|
+        { date: date, balance: updated_valuation.value, created_at: Time.current, updated_at: Time.current }
+      end
+
+      account.balances.upsert_all(balances_to_upsert, unique_by: :index_account_balances_on_account_id_and_date)
+
+      logger.info "Upserted balances for account #{account.id} from #{update_period_start} to #{update_period_end}"
+    end
+
+    def handle_valuation_destroy(account:, valuation_date:)
+      prior_valuation = account.valuations.where("date < ?", valuation_date).order(:date).last
+      period_start = prior_valuation&.date
+      period_end = (account.valuations.where("date > ?", valuation_date).order(:date).first&.date || Date.current) - 1.day
+
+      if prior_valuation
+        balances_to_upsert = (period_start..period_end).map do |date|
+          { date: date, balance: prior_valuation.value, created_at: Time.current, updated_at: Time.current }
+        end
+
+        account.balances.upsert_all(balances_to_upsert, unique_by: :index_account_balances_on_account_id_and_date)
+        logger.info "Upserted balances for account #{account.id} from #{period_start} to #{period_end}"
+      else
+        delete_count = account.balances.where(date: period_start..period_end).delete_all
+        logger.info "Deleted #{delete_count} balances for account #{account.id} from #{period_start} to #{period_end}"
+      end
+    rescue => e
+      logger.error "Sync failed after valuation destroy operation on account #{account.id} with message: #{e.message}"
+    end
+end