Plaid portfolio sync algorithm and calculation improvements (#1526)

* 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

View File

@@ -1,8 +1,6 @@
---
en:
shared:
syncing_notice:
syncing: Syncing accounts data...
confirm_modal:
accept: Confirm
body_html: "<p>You will not be able to undo this decision</p>"
@@ -15,6 +13,8 @@ en:
no_account_subtitle: Since no accounts have been added, there's no data to display.
Add your first accounts to start viewing dashboard data.
no_account_title: No accounts yet
syncing_notice:
syncing: Syncing accounts data...
upgrade_notification:
app_upgraded: The app has been upgraded to %{version}.
dismiss: Dismiss