3 Commits

Author	SHA1	Message	Date
Gian-Reto Tarnutzer	ce5d7dd736	Add Interactive Brokers Provider (#1722) ... * Display multi-currency holdings correctly * Implement IBKR provider * Fix: Use historical exchange rate for historical prices * Add brokerage exchange rate for trades * Sync historical balances from IBKR * Add logos in activity history * Fix privacy mode blur in account view * Improve IBKR XML Flex report parser errors	2026-05-12 23:45:19 +02:00
Zach Gollwitzer	10dd9e061a	Improve account sync performance, handle concurrent market data syncing (#2236) ... * PlaidConnectable concern * Remove bad abstraction * Put sync implementations in own concerns * Sync strategies * Move sync orchestration to Sync class * Clean up sync class, add state machine * Basic market data sync cron * Fix price sync * Improve sync window column names, add timestamps * 30 day syncs by default * Clean up market data methods * Report high duplicate sync counts to Sentry * Add sync states throughout app * account tab session * Persistent account tab selections * Remove manual sleep * Add migration to clear stale syncs on self hosted apps * Tweak sync states * Sync completion event broadcasts * Fix timezones in tests * Cleanup * More cleanup * Plaid item UI broadcasts for sync * Fix account ID namespace conflict * Sync broadcasters * Smoother account sync refreshes * Remove test sync delay	2025-05-15 10:19:56 -04:00
Zach Gollwitzer	e657c40d19	Account:: namespace simplifications and cleanup (#2110) ... * Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB	2025-04-14 11:40:34 -04:00