QT/sure
1
0
Fork 0
mirror of https://github.com/we-promise/sure.git synced 2026-05-07 12:54:04 +00:00
Code Issues Packages Projects Releases Wiki Activity

Populate holdings for "offline" securities properly (#1958)

Browse Source 
* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments
This commit is contained in:
Zach Gollwitzer
2025-03-07 17:35:55 -05:00
committed by GitHub
parent 26762477a3
commit eac5d5e663
35 changed files with 1109 additions and 808 deletions
Download Patch File Download Diff File Expand all files Collapse all files

1
app/controllers/accounts_controller.rb
View File

@@ -18,6 +18,7 @@ class AccountsController < ApplicationController
end
def chart
@chart_view = params[:chart_view] || "balance"
render layout: "application"
end