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

..

channels/application_cable

Initial commit

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

controllers

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

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

fixtures

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

helpers

Rework account views and addition flow (#1324)

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

interfaces

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

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

jobs

Basic Plaid Integration (#1433)

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

lib

Add formatting for EUR locales (#1231)

2024-10-03 10:25:38 -04:00

mailers

Simplify self host settings controller (#1230)

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

models

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

support

First pass at security price reference (#1388)

2024-10-29 15:37:59 -04:00

system

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

vcr_cassettes

Feedback page (#1160)

2024-09-09 16:54:56 -04:00

application_system_test_case.rb

Basic Plaid Integration (#1433)

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

i18n_test.rb

Better import instructions, remove ambiguous field (#1284)

2024-10-10 11:18:58 -04:00

test_helper.rb

Beta Testing Round 3 Bug Fixes (#1357)

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