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

import

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

provider

First pass at security price reference (#1388)

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

security

Add validation to security price model

2024-10-30 09:51:05 -04:00

time_series

Account namespace updates: part 5 (valuations) (#901)

2024-06-21 16:23:28 -04:00

upgrader

Fix auto upgrade logic (#758)

2024-05-17 17:25:15 -04:00

account_test.rb

Basic Plaid Integration (#1433)

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

address_test.rb

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

category_test.rb

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

credit_card_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

crypto_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

current_test.rb

Use DB for auth sessions (#1233)

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

depository_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

exchange_rate_test.rb

Fetch exchange rates in bulk from synth (#1069)

2024-08-09 10:57:33 -04:00

family_test.rb

Basic Plaid Integration (#1433)

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

impersonation_session_log_test.rb

Impersonation (#1325)

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

impersonation_session_test.rb

Impersonation (#1325)

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

investment_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

invite_code_test.rb

Use consistent language for invite codes

2024-02-02 19:37:10 -06:00

issue_test.rb

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

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

loan_test.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

other_asset_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

other_liability_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

plaid_item_test.rb

Basic Plaid Integration (#1433)

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

property_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

security_test.rb

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

session_test.rb

Use DB for auth sessions (#1233)

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

sync_test.rb

Basic Plaid Integration (#1433)

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

tag_test.rb

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

time_series_test.rb

Fix: i18n symbol typo (#1085)

2024-08-13 12:31:51 -04:00

transaction_import_test.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

upgrader_test.rb

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

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

user_test.rb

Fix profile page on fresh install (#684)

2024-04-27 08:59:02 -04:00

value_group_test.rb

Rubocop updates (#1118)

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

vehicle_test.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00