LPW 8b8ac705f6 Correct brokerage cash calculation for SimpleFIN investment accounts (#710) ...

* Refactor: Enhance cash balance calculation and holdings management with money market classification and provider-sourced data handling

* Fix: Clear fixture holdings in test to ensure clean creation and update raw_holdings_payload format

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

2026-01-19 22:17:27 +01:00

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cost_basis_reconciler.rb

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

forward_calculator.rb

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

gapfillable.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

materializer.rb

Correct brokerage cash calculation for SimpleFIN investment accounts (#710)

2026-01-19 22:17:27 +01:00

portfolio_cache.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

portfolio_snapshot.rb

Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

2025-06-26 16:57:17 -04:00

reverse_calculator.rb

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00