Zach Gollwitzer 8db95623cf Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) ...

* Handle reverse calculator starting portfolio generation correctly

* Fix current_holdings to handle different dates and hide zero quantities

- Use DISTINCT ON to get most recent holding per security instead of assuming same date
- Filter out zero quantity holdings from UI display
- Maintain cash display regardless of zero balance
- Use single efficient query with proper Rails syntax

* Continue to process holdings even if one is not resolvable

* Lint fixes

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

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assets

Fix: ticker combobox background and text color (#2370)

2025-06-16 09:58:37 -04:00

channels/application_cable

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components

Replace sync spinners with pulse animation (#2413)

2025-06-25 16:51:30 -04:00

controllers

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

helpers

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

javascript

Implement error handling and logging for sparkline and series methods

2025-05-26 20:05:16 -05:00

jobs

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

mailers

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models

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

services

Add comprehensive API v1 with OAuth and API key authentication (#2389)

2025-06-17 15:57:05 -05:00

views

Replace sync spinners with pulse animation (#2413)

2025-06-25 16:51:30 -04:00