Files
sure/app/views/holdings/_cash.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: (account:) %>
<% currency = Money::Currency.new(account.currency) %>
<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">
<%= render FilledIconComponent.new(
variant: :text,
text: currency.symbol,
rounded: true,
size: "lg"
) %>
<div class="space-y-0.5">
<%= tag.p t(".brokerage_cash"), class: "text-primary" %>
<%= tag.p account.currency, class: "text-secondary text-xs uppercase" %>
</div>
</div>
<div class="col-span-2 flex justify-end items-center gap-2">
<% cash_weight = account.balance.zero? ? 0 : account.cash_balance / account.balance * 100 %>
<% if account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full"></div>
<% else %>
<%= render "shared/progress_circle", progress: cash_weight %>
<%= tag.p number_to_percentage(cash_weight, precision: 1) %>
<% end %>
</div>
<div class="col-span-2 text-right">
<%= tag.p "--", class: "text-secondary" %>
</div>
<div class="col-span-2 text-right">
<% if account.syncing? %>
<div class="flex justify-end">
<div class="w-16 h-6 bg-loader rounded-full"></div>
</div>
<% else %>
<%= tag.p format_money account.cash_balance_money %>
<% end %>
</div>
<div class="col-span-2 text-right">
<%= tag.p "--", class: "text-secondary" %>
</div>
</div>