Zach Gollwitzer 47523f64c2 Investment Portfolio Sync (#974) ...

* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process

2024-07-16 09:26:49 -04:00

..

account

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

active_storage

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

files

Allow CSV file upload in import flow (#986)

2024-07-16 09:23:45 -04:00

security

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

accounts.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

categories.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

credit_cards.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

cryptos.yml

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

depositories.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

exchange_rates.yml

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

families.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

imports.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

institutions.yml

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

investments.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

loans.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

merchants.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

other_assets.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

other_liabilities.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

properties.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

securities.yml

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

taggings.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

tags.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

users.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

vehicles.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00