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

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* 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
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app/controllers/concerns/auto_sync.rb
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@@ -13,6 +13,7 @@ module AutoSync
def family_needs_auto_sync?
return false unless Current.family.present?
return false unless Current.family.accounts.active.any?
(Current.family.last_synced_at&.to_date || 1.day.ago) < Date.current
end