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

test/system/trades_test.rb

@@ -8,7 +8,7 @@ class TradesTest < ApplicationSystemTestCase
 
     @account = accounts(:investment)
 
-    visit_account_trades
+    visit_account_portfolio
 
     Security.stubs(:search).returns([
       Security.new(
@@ -66,10 +66,7 @@ class TradesTest < ApplicationSystemTestCase
   private
 
     def open_new_trade_modal
-      within "[data-testid='activity-menu']" do
-        click_on "New"
-        click_on "New transaction"
-      end
+      click_on "New transaction"
     end
 
     def within_trades(&block)
@@ -77,6 +74,10 @@ class TradesTest < ApplicationSystemTestCase
     end
 
     def visit_account_trades
+      visit account_path(@account, tab: "activity")
+    end
+
+    def visit_account_portfolio
       visit account_path(@account)
     end