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

..

assets

Replaced Native Scrollbars with Tailwind Scrollbars on Windows (#1493)

2024-11-22 15:27:07 -05:00

channels/application_cable

Initial commit

2024-02-02 09:05:04 -06:00

controllers

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

helpers

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

javascript

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -05:00

jobs

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

mailers

Improve password reset flow, normalize translations

2024-11-05 17:15:29 -05:00

models

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

views

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00