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

accounts

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

application

Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)

2024-10-02 14:02:17 -04:00

categories

Beta Testing Round 3 Bug Fixes (#1357)

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

category

Account namespace updates: part 4 (transfers, singular namespacing) (#896)

2024-06-20 13:32:44 -04:00

credit_cards

Basic Plaid Integration (#1433)

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

cryptos

Basic Plaid Integration (#1433)

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

depositories

Basic Plaid Integration (#1433)

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

impersonation_sessions

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

imports

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

investments

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

invitation_mailer

Improve password reset flow, normalize translations

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

invitations

Improve password reset flow, normalize translations

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

invite_codes

Add setting to disable new user registration on self-hosted instances (#1163)

2024-09-11 13:04:39 -04:00

layout

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

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

loans

Basic Plaid Integration (#1433)

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

merchants

Beta Testing Round 3 Bug Fixes (#1357)

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

onboardings

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

other_assets

Basic Plaid Integration (#1433)

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

other_liabilities

Basic Plaid Integration (#1433)

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

pages

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

password_mailer

i18n linter

2024-10-09 09:16:15 -05:00

password_resets

Improve password reset flow, normalize translations

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

passwords

Start I18n Internationalization setup (#276)

2024-02-06 11:58:17 -06:00

plaid_items

Basic Plaid Integration (#1433)

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

properties

Basic Plaid Integration (#1433)

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

registrations

Basic Plaid Integration (#1433)

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

sessions

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

settings

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

shared

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

tag/deletions

Account namespace updates: part 4 (transfers, singular namespacing) (#896)

2024-06-20 13:32:44 -04:00

tags

Beta Testing Round 3 Bug Fixes (#1357)

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

transactions

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

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

upgrades

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

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

users

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

vehicles

Basic Plaid Integration (#1433)

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