Files
sure/app/views/holdings/_holding.html.erb
Zach Gollwitzer 10dd9e061a Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00

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<%# locals: (holding:) %>
<%= turbo_frame_tag dom_id(holding) do %>
<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4">
<div class="col-span-4 flex items-center gap-4">
<%= image_tag "https://logo.synthfinance.com/ticker/#{holding.ticker}", class: "w-9 h-9 rounded-full", loading: "lazy" %>
<div class="space-y-0.5">
<%= link_to holding.name, holding_path(holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
<% if holding.amount %>
<%= tag.p holding.ticker, class: "text-secondary text-xs uppercase" %>
<% else %>
<%= render "missing_price_tooltip" %>
<% end %>
</div>
</div>
<div class="col-span-2 flex justify-end items-center gap-2">
<% if holding.account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full"></div>
<% elsif holding.weight %>
<%= render "shared/progress_circle", progress: holding.weight %>
<%= tag.p number_to_percentage(holding.weight, precision: 1) %>
<% else %>
<%= tag.p "--", class: "text-secondary mb-5" %>
<% end %>
</div>
<div class="col-span-2 text-right">
<% if holding.account.syncing? %>
<div class="flex justify-end">
<div class="w-16 h-6 bg-loader rounded-full"></div>
</div>
<% else %>
<%= tag.p format_money holding.avg_cost %>
<%= tag.p t(".per_share"), class: "font-normal text-secondary" %>
<% end %>
</div>
<div class="col-span-2 text-right">
<% if holding.account.syncing? %>
<div class="flex flex-col gap-2 items-end">
<div class="w-16 h-4 bg-loader rounded-full"></div>
<div class="w-16 h-2 bg-loader rounded-full"></div>
</div>
<% else %>
<% if holding.amount_money %>
<%= tag.p format_money holding.amount_money %>
<% else %>
<%= tag.p "--", class: "text-secondary" %>
<% end %>
<%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-secondary" %>
<% end %>
</div>
<div class="col-span-2 text-right">
<% if holding.account.syncing? %>
<div class="flex flex-col gap-2 items-end">
<div class="w-16 h-4 bg-loader rounded-full"></div>
<div class="w-16 h-2 bg-loader rounded-full"></div>
</div>
<% elsif holding.trend %>
<%= tag.p format_money(holding.trend.value), style: "color: #{holding.trend.color};" %>
<%= tag.p "(#{number_to_percentage(holding.trend.percent, precision: 1)})", style: "color: #{holding.trend.color};" %>
<% else %>
<%= tag.p "--", class: "text-secondary mb-4" %>
<% end %>
</div>
</div>
<% end %>