Add partial account sync support (#653)

* Add partial account sync support

* Fix indentation

* Use historical balance as base when doing partial sync

* Simplify controller crud tests

* Fix linter errors

app/controllers/transactions_controller.rb

@@ -75,7 +75,7 @@ class TransactionsController < ApplicationController
 
     respond_to do |format|
       if @transaction.save
-        @transaction.account.sync_later
+        @transaction.account.sync_later(@transaction.date)
         format.html { redirect_to transactions_url, notice: t(".success") }
       else
         format.html { render :new, status: :unprocessable_entity }
@@ -85,8 +85,9 @@ class TransactionsController < ApplicationController
 
   def update
     respond_to do |format|
+      sync_start_date = [ @transaction.date, Date.parse(transaction_params[:date]) ].compact.min
       if @transaction.update(transaction_params)
-        @transaction.account.sync_later
+        @transaction.account.sync_later(sync_start_date)
 
         format.html { redirect_to transaction_url(@transaction), notice: t(".success") }
         format.turbo_stream do
@@ -102,8 +103,10 @@ class TransactionsController < ApplicationController
   end
 
   def destroy
+    @account = @transaction.account
+    sync_start_date = @account.transactions.where("date < ?", @transaction.date).order(date: :desc).first&.date
     @transaction.destroy!
-    @transaction.account.sync_later
+    @account.sync_later(sync_start_date)
 
     respond_to do |format|
       format.html { redirect_to transactions_url, notice: t(".success") }

app/controllers/valuations_controller.rb

@@ -1,11 +1,12 @@
 class ValuationsController < ApplicationController
+  before_action :set_valuation, only: %i[ edit update destroy ]
   def create
     @account = Current.family.accounts.find(params[:account_id])
 
     # TODO: placeholder logic until we have a better abstraction for trends
     @valuation = @account.valuations.new(valuation_params.merge(currency: Current.family.currency))
     if @valuation.save
-      @valuation.account.sync_later
+      @valuation.account.sync_later(@valuation.date)
 
       respond_to do |format|
         format.html { redirect_to account_path(@account), notice: "Valuation created" }
@@ -24,13 +25,12 @@ class ValuationsController < ApplicationController
   end
 
   def edit
-    @valuation = Valuation.find(params[:id])
   end
 
   def update
-    @valuation = Valuation.find(params[:id])
+    sync_start_date = [ @valuation.date, Date.parse(valuation_params[:date]) ].compact.min
     if @valuation.update(valuation_params)
-      @valuation.account.sync_later
+      @valuation.account.sync_later(sync_start_date)
 
       redirect_to account_path(@valuation.account), notice: "Valuation updated"
     else
@@ -42,10 +42,10 @@ class ValuationsController < ApplicationController
   end
 
   def destroy
-    @valuation = Valuation.find(params[:id])
     @account = @valuation.account
+    sync_start_date = @account.valuations.where("date < ?", @valuation.date).order(date: :desc).first&.date
     @valuation.destroy!
-    @account.sync_later
+    @account.sync_later(sync_start_date)
 
     respond_to do |format|
       format.html { redirect_to account_path(@account), notice: "Valuation deleted" }
@@ -59,6 +59,11 @@ class ValuationsController < ApplicationController
   end
 
   private
+    # Use callbacks to share common setup or constraints between actions.
+    def set_valuation
+      @valuation = Valuation.find(params[:id])
+    end
+
     def valuation_params
       params.require(:valuation).permit(:date, :value)
     end

app/jobs/account_sync_job.rb

@@ -1,7 +1,7 @@
 class AccountSyncJob < ApplicationJob
   queue_as :default
 
-  def perform(account)
-    account.sync
+  def perform(account, start_date = nil)
+    account.sync(start_date)
   end
 end

app/models/account/balance/calculator.rb

@@ -25,7 +25,7 @@ class Account::Balance::Calculator
 
         prior_balance = current_balance
 
-        { date: date, balance: current_balance, currency: @account.currency, updated_at: Time.current }
+        { date:, balance: current_balance, currency: @account.currency, updated_at: Time.current }
       end
 
       @daily_balances = [
@@ -92,11 +92,15 @@ class Account::Balance::Calculator
       end
 
       def implied_start_balance
+        if @calc_start_date > @account.effective_start_date
+          return @account.balance_on(@calc_start_date)
+        end
+
         oldest_valuation_date = normalized_valuations.first&.dig("date")
         oldest_transaction_date = normalized_transactions.first&.dig("date")
         oldest_entry_date = [ oldest_valuation_date, oldest_transaction_date ].compact.min
 
-        if oldest_entry_date == oldest_valuation_date
+        if oldest_entry_date.present? && oldest_entry_date == oldest_valuation_date
           oldest_valuation = normalized_valuations.find { |v| v["date"] == oldest_valuation_date }
           oldest_valuation["value"].to_d
         else

app/models/account/syncable.rb

@@ -1,16 +1,18 @@
 module Account::Syncable
     extend ActiveSupport::Concern
 
-    def sync_later
-        AccountSyncJob.perform_later self
+    def sync_later(start_date = nil)
+        AccountSyncJob.perform_later(self, start_date)
     end
 
-    def sync
+    def sync(start_date = nil)
         update!(status: "syncing")
 
         sync_exchange_rates
 
-        calculator = Account::Balance::Calculator.new(self)
+        calc_start_date = start_date - 1.day if start_date.present? && self.balance_on(start_date - 1.day).present?
+
+        calculator = Account::Balance::Calculator.new(self, { calc_start_date: })
         calculator.calculate
         self.balances.upsert_all(calculator.daily_balances, unique_by: :index_account_balances_on_account_id_date_currency_unique)
         self.balances.where("date < ?", effective_start_date).delete_all