Zach Gollwitzer 307a3687e8 Transfer and Payment auto-matching, model and UI improvements (#1585) ...

* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration

2025-01-07 09:41:24 -05:00

..

balance_calculator_test.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

entry_test.rb

Nested Categories (#1561)

2024-12-20 11:37:26 -05:00

holding_calculator_test.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

holding_test.rb

Fix holding avg cost calculation

2024-12-12 15:11:06 -05:00

issue_test.rb

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

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

syncer_test.rb

Plaid sync tests and multi-currency investment support (#1531)

2024-12-12 08:56:52 -05:00

trade_test.rb

Investment Portfolio Sync (#974)

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