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Throttle recalculation of views during price update - #6219

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stoeggich wants to merge 3 commits into
portfolio-performance:masterfrom
stoeggich:throttle-recalculation
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stoeggich wants to merge 3 commits into
portfolio-performance:masterfrom
stoeggich:throttle-recalculation

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@stoeggich

@stoeggich stoeggich commented Oct 20, 2026 •

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While a price update runs, new quotes arrive continuously and each recalculation of the active views (e.g. the statement of assets with performance columns per category) can take longer than the 300 ms progress interval. Without throttling, the UI thread recalculates without a break until the update has finished.

Recalculation is now throttled adaptively — no new user preference:

  • While a recalculation is in flight, the next one is never due.
  • Once it has finished, the next one is due at finished + max(3 s, 2 × duration), so the UI thread spends at most about a third of its time recalculating. Small files keep refreshing every 3 s; a file whose recalculation takes 4 s refreshes every ~12 s and stays responsive in between — without anyone tuning anything.
  • The duration is measured on the UI thread: markDirty() coalesces into ClientInput.scheduleDirty() -> Display.asyncExec(applyPendingDirty), so an asyncExec posted right after markDirty() runs once the recalculation has finished.
  • The first recalculation is due immediately, so the first arrived prices become visible right away.
  • The update always ends with one final recalculation (unchanged finally block).

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  • name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottle.java

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Walkthrough

Periodic price updates now use a recalculation throttle. It tracks in-flight work and schedules the next eligible recalculation based on a minimum interval and the measured recalculation duration. Tests cover timing and simulated recalculation counts.

Changes: Quote Update Recalculation

Layer / File(s) Summary
Throttle timing and tests
name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottle.java, name.abuchen.portfolio.ui.tests/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottleTest.java
RecalculationThrottle allows the first recalculation immediately, suppresses recalculation while work is in flight, and schedules the next recalculation after the greater of 3,000 ms or twice the recalculation duration. Tests cover the minimum interval, longer recalculation durations, and simulated refresh counts.
Periodic update integration
name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/UpdatePricesJob.java
The periodic update marks the client dirty when pending dirty state exists and the throttle is due. It records the recalculation start time and posts a UI callback to record completion.

Sequence Diagram(s)

sequenceDiagram
  participant UpdatePricesJob
  participant RecalculationThrottle
  participant Client
  participant UIThread
  UpdatePricesJob->>RecalculationThrottle: Check whether recalculation is due
  RecalculationThrottle-->>UpdatePricesJob: Return due status
  UpdatePricesJob->>Client: Mark dirty when pending state exists and throttle is due
  UpdatePricesJob->>UIThread: Post callback to record recalculation completion
  UIThread->>RecalculationThrottle: Record completion time
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Priority: Low

Merge Risk: Low · up to 5a270

Editor-deferred updates may trigger redundant recalculations, creating a bounded performance risk that is not merge-blocking.

Pre-merge checks: Passed 4 · Failed 1

Failed Failed checks: 1 warning

Check name Status Explanation Resolution
Docstring Coverage Warning Docstring coverage is 26.32% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 19 functions across 7 files. Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed Passed checks: 4 passed
Check name Status Explanation
Title check Passed The title clearly and concisely describes the main change: adaptive throttling of view recalculations during price updates.
Description check Passed The description directly explains the recalculation throttling behavior, timing rules, UI-thread measurement, and final recalculation.
Linked Issues check Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check Passed Check skipped because no linked issues were found for this pull request.
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@buchen

buchen commented Oct 24, 2026

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To be honest, I am a little hesitant to make that yet another user property. We are overloading the preferences, we make it harder to change that later, ... I asked what other tools are doing, and that seems to support my thinking.

Most desktop tools don't make this a user setting. They pick a fixed rate (or an adaptive one) and keep it internal. The usual patterns are:

  • Coalesce and throttle with a fixed internal rate. Excel's real-time data feeds (RTD) are the closest match. Incoming values are batched and formulas recalculate at most every 2 s (Application.RTD.ThrottleInterval, default 2000 ms). That knob exists, but only through VBA or the registry, never in the Options dialog. IDEs do the same: IntelliJ's MergingUpdateQueue, or Eclipse jobs that are rescheduled with a delay, merge bursts of change events into one refresh at a fixed rate the user can't see.
  • Conflation in trading front-ends. Market-data UIs keep only the latest value per instrument and repaint on a fixed tick. The tick is part of the product design, not a preference.
  • Adaptive throttling. The next recalculation waits roughly as long as the last one took, with a fixed minimum. Fast machines and small files stay lively, while large files stop thrashing without anyone tuning anything. It's the most elegant option, but it's harder here: markDirty() only notifies listeners, and the job never learns how long the views took to recalculate.
  • Recalculate only at the end. Portfolio apps like Quicken or Moneydance download all quotes and then refresh once.

@stoeggich What do you think about making this adaptive?

We can measure how long the recalculation takes, because it runs synchronously on the UI thread: markDirty() → ClientInput.scheduleDirty() → Display.asyncExec(applyPendingDirty) → onRecalculationNeeded(). An asyncExec posted right after markDirty() therefore runs once the recalculation has finished. Roughly:

  • while a recalculation is in flight, the next one is never due
  • after it has finished, the next one is due at finished + max(3000, k × duration), with k around 2, so the UI thread spends at most about a third of its time recalculating
  • the finally block stays as it is, so there is always one final recalculation

Small files keep refreshing every 3 s, and a file whose recalculation takes 4 s refreshes every 12 s and stays responsive in between, without anyone tuning anything. With that in place, I'd drop the preference completely: the combo, the key, the default and the message keys.

Happy to discuss if you see it differently!

@buchen buchen added the needs discussion Pull request needs discussion before going into the nitty gritty details of the code change label Oct 24, 2026
@stoeggich

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To be honest, I am a little hesitant to make that yet another user property. We are overloading the preferences, we make it harder to change that later, ... I asked what other tools are doing, and that seems to support my thinking.

I find it quite funny that during the creation process I was repeatedly told that this would happen; we're simply transparent.

Your idea is great—waiting for the calculation to finish before restarting makes much more sense than what we have now. I’m going to implement your approach for now and keep thinking about it while I build; maybe a better solution will come up.

That said, since it currently only calculates one mixture at a time, users can't see the updated numbers across the board, which I’m sure many want. Personally, I’d prefer to trigger the calculation just once after the entire data refresh is complete. As a compromise, we could calculate only the securities with an active balance right away and defer the rest until the price update finishes.

@buchen

buchen commented Oct 24, 2026

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That said, since it currently only calculates one mixture at a time, users can't see the updated numbers across the board, which I’m sure many want.

I am not sure I understand that comment. What do you mean with mixture? The "dirty" event is send and then all currently visible views are re-calculated. After that has completed, the new 3 second would start (or longer, if the recalculation took longer). Which numbers do users not see?

we could calculate only the securities with an active balance right away and defer the rest until the price update finishes.

I am not convinced. Say you have a rate limit situation that some prices - let say crypto - need a very long time to update because PP is waiting and the re-trying. This could go way longer than a couple seconds. And then we would have particular updates - say the top table is not updated, but the bottom table is updated (for example reading the latest prices). So some update in a regular interval make sense. I understand that the property fixes use case that some users have, but it makes the settings more polluted for all. Argue back!

@stoeggich

stoeggich commented Oct 26, 2026 •

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@buchen
Implemented your adaptive approach — the preference is gone completely (combo, key, default, message keys). The throttle is never due while a recalculation is in flight, then due at finished + max(3 s, 2 × duration); the duration comes from an asyncExec posted right after markDirty(), which runs once applyPendingDirty has finished. Tests cover in-flight blocking, minimum interval, slow recalculations and simulated update runs.

My "mixture" comment was poorly worded — I didn't mean partial updates. Every markDirty() recalculates all visible views at once; I meant that while a heavy recalculation runs synchronously on the UI thread, nothing else refreshes, so during a long update the numbers only move in bursts. Adaptive throttling fixes exactly that: small files refresh every 3 s, large ones adapt automatically.

I no longer propose the "active balance only" idea. Your rate-limit case is covered anyway: while waiting/retrying no new quotes arrive, so the request isn't dirty and nothing is recalculated; when quotes arrive, the whole UI refreshes at the adaptive rate — top and bottom tables stay consistent. Periodic (adaptive) recalculation beats "once at the end": long updates keep the numbers alive, fast ones barely refresh — and the settings stay clean for everyone.

stoeggich and others added 2 commits October 26, 2026 14:33
- Views are recalculated at most every 3 seconds while prices are
updated (previously up to every 300 ms)
- New setting in the price update preferences: 0.3 s to 30 s or only
after the update
- Views are always recalculated once the update has finished
@stoeggich
stoeggich force-pushed the throttle-recalculation branch from 918a9d0 to 794d058 Compare October 26, 2026 13:33

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Actionable comments posted: 1


  • 🪄 Fix comments: Fix CodeRabbit comments on this PR
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Inline comments:
Review comments at
@name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottle.java:
- Around line 69-72: Synchronize access to the shared throttle state by making
isDue, recalculationStarted, and recalculationFinished synchronized instance
methods. Keep their existing logic unchanged so each state check or update is
ordered across scheduler and UI threads.

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Files selected for processing: 3
  • name.abuchen.portfolio.ui.tests/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottleTest.java
  • name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/RecalculationThrottle.java
  • name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/jobs/priceupdate/UpdatePricesJob.java

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