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

category

Rubocop updates (#1118)

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

concerns

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

help

Fix: Omit layout for turbo frames with custom sidebar layout (#1024)

2024-07-26 12:00:41 -04:00

import

Allow custom column separator for CSV parsing in uploads controller (#1470)

2024-11-18 11:31:17 -05:00

issue

Account Activity View + Account Forms (#1406)

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

settings

Family invites (#1397)

2024-11-01 10:23:27 -05:00

tag

Fix: Omit layout for turbo frames with custom sidebar layout (#1024)

2024-07-26 12:00:41 -04:00

accounts_controller.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

application_controller.rb

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

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

categories_controller.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

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

cryptos_controller.rb

Account Activity View + Account Forms (#1406)

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

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

depositories_controller.rb

Account Activity View + Account Forms (#1406)

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

impersonation_sessions_controller.rb

Impersonation (#1325)

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

imports_controller.rb

Redirect upload step (#1323)

2024-10-18 08:10:18 -05:00

investments_controller.rb

Account Activity View + Account Forms (#1406)

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

invitations_controller.rb

Family invites (#1397)

2024-11-01 10:23:27 -05:00

invite_codes_controller.rb

Ensure self hosted for invite code listing

2024-10-08 12:36:06 -05:00

issues_controller.rb

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

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

loans_controller.rb

Account Activity View + Account Forms (#1406)

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

merchants_controller.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

onboardings_controller.rb

Show onboarding unless invitation present

2024-11-05 19:08:45 -05:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

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

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

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

pages_controller.rb

Exclude inactive accounts from networth calculation and from sidebar (#1432)

2024-11-07 10:14:12 -05:00

password_resets_controller.rb

Improve password reset flow, normalize translations

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

passwords_controller.rb

Rubocop updates (#1118)

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

plaid_items_controller.rb

Basic Plaid Integration (#1433)

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

properties_controller.rb

Basic Plaid Integration (#1433)

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

registrations_controller.rb

Fix registration fails silently when there are errors (#1455)

2024-11-11 09:41:17 -05:00

securities_controller.rb

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

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

sessions_controller.rb

User Onboarding + Bug Fixes (#1352)

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

settings_controller.rb

Fix: Omit layout for turbo frames with custom sidebar layout (#1024)

2024-07-26 12:00:41 -04:00

subscriptions_controller.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

tags_controller.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

transactions_controller.rb

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

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

upgrades_controller.rb

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

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

users_controller.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

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

webhooks_controller.rb

Basic Plaid Integration (#1433)

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