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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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29
app/views/investments/_value_tooltip.html.erb
View File

@@ -1,4 +1,4 @@
<%# locals: (value:, cash:) %>
<%# locals: (balance:, holdings:, cash:) %>
<div data-controller="tooltip" data-tooltip-placement-value="right" data-tooltip-offset-value=10 data-tooltip-cross-axis-value=50>
<%= lucide_icon("info", class: "w-4 h-4 shrink-0 text-gray-500") %>
@@ -7,14 +7,6 @@
<%= t(".total_value_tooltip") %>
</div>
<div class="flex pt-3">
<div class="text-gray-300">
<%= t(".holdings") %>
</div>
<div class="text-white ml-auto">
<%= tag.p format_money(value, precision: 0) %>
</div>
</div>
<div class="flex">
<div class="text-gray-300">
<%= t(".cash") %>
</div>
@@ -22,5 +14,24 @@
<%= tag.p format_money(cash, precision: 0) %>
</div>
</div>
<div class="flex">
<div class="text-gray-300">
<%= t(".holdings") %>
</div>
<div class="text-white ml-auto">
<%= tag.p format_money(holdings, precision: 0) %>
</div>
</div>
<hr class="my-2 border-gray-500">
<div class="flex">
<div class="text-gray-300">
<%= t(".total") %>
</div>
<div class="text-white font-bold ml-auto">
<%= tag.p format_money(balance, precision: 0) %>
</div>
</div>
</div>
</div>