* 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
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
