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

add pagination to account transactions list (#1095)

2024-08-16 09:00:05 -04:00

categories

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

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

category

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

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

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

Add back good job dashboard with auth (#1364)

2024-10-24 17:28:29 -04:00

import

Adds a common DE format (#1445)

2024-11-11 09:57:50 -05:00

imports

Rework account views and addition flow (#1324)

2024-10-18 14:37:42 -04:00

investments

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

invitation_mailer

Account Activity View + Account Forms (#1406)

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

invitations

Account Activity View + Account Forms (#1406)

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

invite_codes

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

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

issue

Improved UI warning states for holdings with missing data (#1098)

2024-08-16 16:08:27 -04:00

issues

Fix for scrollbars on alerts

2024-10-17 10:16:34 -05:00

layouts

Updated domain to maybefinance.com

2024-12-03 11:09:57 -06:00

loans

Fix bug: Loan % doesn't allow exact rate (#1492)

2024-11-22 15:28:10 -05:00

merchants

Beta Testing Round 3 Bug Fixes (#1357)

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

onboardings

Family invites (#1397)

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

other_assets

Account Activity View + Account Forms (#1406)

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

other_liabilities

Account Activity View + Account Forms (#1406)

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

pages

Handle invalid API key (#1515)

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

password_mailer

Lint

2024-10-09 09:12:07 -05:00

password_resets

Improve password reset flow, normalize translations

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

passwords

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

plaid_items

Basic Plaid Integration (#1433)

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

properties

Account Activity View + Account Forms (#1406)

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

pwa

Initial commit

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

registrations

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

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

securities

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

2024-11-27 16:01:50 -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

Allow user to add buy and sell trade transactions for investment accounts (#1066)

2024-08-09 11:22:57 -04:00

tags

Beta Testing Round 3 Bug Fixes (#1357)

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

transactions

Fix transaction filters selection bar controller error

2024-12-02 14:06:56 -05:00

vehicles

Account Activity View + Account Forms (#1406)

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