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Plaid portfolio sync algorithm and calculation improvements (#1526)

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* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
This commit is contained in:
Zach Gollwitzer
2024-12-10 17:41:20 -05:00
committed by GitHub
parent a59ca5b7c6
commit 49c353e10c
72 changed files with 1152 additions and 1046 deletions
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2
app/controllers/users_controller.rb
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@@ -41,7 +41,7 @@ class UsersController < ApplicationController
def user_params
params.require(:user).permit(
:first_name, :last_name, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at,
family_attributes: [ :name, :currency, :country, :locale, :date_format, :id ]
family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id ]
)
end