fix(events): refresh saved payout calendars once per hourly pass (WealthLedger/backend#53) (#157)

src/modules/investments/instruments/application/catalog-enrichment.service.ts

@@ -110,6 +110,7 @@ export class CatalogEnrichmentService {
       tickers?: Record<string, string>;
       to: string;
     },
+    refreshBefore?: Date,
   ) {
     const { revision } = await this.access.local(userId);
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
@@ -123,6 +124,7 @@ export class CatalogEnrichmentService {
         false,
         kinds,
         range,
+        refreshBefore,
       );
     }
     const work = inputs.length
@@ -175,6 +177,7 @@ export class CatalogEnrichmentService {
       tickers?: Record<string, string>;
       to: string;
     },
+    refreshBefore?: Date,
   ) {
     const inputs = sourceInputs(instrumentType, uids, kinds, range);
     const reservation = this.reservations.then(async () => {
@@ -189,7 +192,9 @@ export class CatalogEnrichmentService {
         );
         const policy = sourcePolicy(input.kind);
         const needsRefresh = force || !row?.fetchedAt ||
-          (policy === 'quote' && tbankSourceNeedsRefresh('quote', row.fetchedAt, new Date()));
+          (policy === 'quote' && tbankSourceNeedsRefresh('quote', row.fetchedAt, new Date())) ||
+          // A walk reads a saved calendar once: later accounts see the new fetchedAt.
+          (policy === 'calendar' && refreshBefore !== undefined && row.fetchedAt < refreshBefore);
         if (!needsRefresh) {
           continue;
         }
@@ -665,6 +670,7 @@ function sourcePolicy(kind: CatalogSource['kind']) {
   ) {
     return 'quote';
   }
+  if (['bond-events', 'dividends'].includes(kind)) return 'calendar';
   return 'stable';
 }
 function producerKey(input: CatalogSource) {

src/modules/investments/tbank-sync/tbank-hourly.scheduler.ts

@@ -268,6 +268,7 @@ export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
         account.accountId,
         dispatch,
         dispatchProblems,
+        walkStartedAt,
       );
     }
   }
@@ -340,9 +341,12 @@ export class TbankHourlyScheduler implements OnModuleDestroy, OnModuleInit {
     accountId: string,
     dispatch: DispatchStep,
     dispatchProblems: HourlySection[],
+    walkStartedAt: Date,
   ) {
     try {
-      const ids = await this.withBound(this.events.refresh(userId, accountId));
+      const ids = await this.withBound(
+        this.events.refresh(userId, accountId, {}, walkStartedAt),
+      );
       if (ids !== BOUND_EXPIRED) {
         for (const id of ids) {
           await dispatch({ accountId, id, section: 'events' });

src/modules/investments/upcoming-events/upcoming-events.service.ts

@@ -185,6 +185,7 @@ export class UpcomingEventsService {
     userId: string,
     accountId: string,
     query: UpcomingEventsQueryDto = {},
+    walkStartedAt?: Date,
   ): Promise<string[]> {
     const window = dateWindow(query);
     await this.access.local(userId, accountId);
@@ -195,6 +196,7 @@ export class UpcomingEventsService {
       positions,
       window,
       false,
+      walkStartedAt,
     );
     return launched;
   }
@@ -204,6 +206,7 @@ export class UpcomingEventsService {
     positions: Position[],
     window: { from: string; to: string },
     observe: boolean,
+    refreshBefore?: Date,
   ) {
     const metadata = await this.metadata.savedMany(positions);
     const sources: Awaited<ReturnType<CatalogEnrichmentService['readMany']>> =
@@ -229,6 +232,7 @@ export class UpcomingEventsService {
               identities.map((entry) => [entry.uid, entry.ticker]),
             ),
           },
+          refreshBefore,
         );
         sources.push(...batch);
         for (const source of batch) {