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

..

account

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

concerns

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

demo

Basic Plaid Integration (#1433)

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

exchange_rate

Rescue RecordNotUnique

2024-10-17 09:52:06 -05:00

import

Basic Plaid Integration (#1433)

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

issue

Remove missing prices issue (#1390)

2024-10-29 14:55:46 -04:00

provider

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

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

security

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

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

time_series

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

upgrader

Fix auto upgrade logic (#758)

2024-05-17 17:25:15 -04:00

account_import.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

account.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

address.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

application_record.rb

Initial commit

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

category.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

credit_card.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

crypto.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

current.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

depository.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

exchange_rate.rb

Fetch exchange rates in bulk from synth (#1069)

2024-08-09 10:57:33 -04:00

family.rb

Handle invalid API key (#1515)

2024-12-03 14:06:59 -05:00

impersonation_session_log.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

impersonation_session.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

import.rb

Preserve negative sign on raw CSV values

2024-10-10 18:57:00 -04:00

investment.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

invitation.rb

Fix duplicate invites (#1437)

2024-11-08 09:58:35 -06:00

invite_code.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

issue.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

loan.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

mint_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

other_asset.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liability.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

period.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

plaid_account.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

plaid_item.rb

Add context to plaid sync errors

2024-12-02 12:04:54 -05:00

property.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

security.rb

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

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

session.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

setting.rb

Simplify self host settings controller (#1230)

2024-10-02 12:07:56 -04:00

stock_exchange.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

sync.rb

Add context to plaid sync errors

2024-12-02 12:04:54 -05:00

tag.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

time_series.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

trade_import.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

transaction_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

upgrader.rb

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

user.rb

super_admin should be valid for admin

2024-11-01 10:30:30 -05:00

value_group.rb

Fix group trend color (#1277)

2024-10-09 18:20:45 -04:00

vehicle.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00