3 Commits

Author	SHA1	Message	Date
Zach Gollwitzer	49c353e10c	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	2024-12-10 17:41:20 -05:00
Zach Gollwitzer	c6bdf49f10	Account::Sync model and test fixture simplifications (#968) ... * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing	2024-07-10 11:22:59 -04:00
Zach Gollwitzer	a947db92b2	Account namespace updates: part 1 (#893) ... * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes	2024-06-20 07:26:25 -04:00