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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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config/locales/views/settings/en.yml
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@@ -39,6 +39,7 @@ en:
theme_subtitle: Choose a preferred theme for the app (coming soon...)
theme_system: System
theme_title: Theme
timezone: Timezone
profiles:
show:
confirm_delete: