Zach Gollwitzer 47523f64c2 Investment Portfolio Sync (#974) ...

* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process

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

..

account

Investment Portfolio Sync (#974)

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

concerns

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

demo

Investment Portfolio Sync (#974)

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

exchange_rate

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

import

Allow optional import fields (#865)

2024-06-11 18:46:44 -04:00

provider

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

security

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -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.rb

Investment Portfolio Sync (#974)

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

application_record.rb

Initial commit

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

category.rb

Account namespace updates: part 6 (transactions) (#904)

2024-06-24 11:58:39 -04:00

credit_card.rb

Account namespace updates: part 1 (#893)

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

crypto.rb

Account namespace updates: part 1 (#893)

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

current.rb

Opt-in to Current fully (#297)

2024-02-04 17:36:46 -06:00

depository.rb

Account namespace updates: part 1 (#893)

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

exchange_rate.rb

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

family.rb

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

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

import.rb

Account::Entry Delegated Type (namespace updates part 7) (#923)

2024-07-01 10:49:43 -04:00

institution.rb

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

investment.rb

Account namespace updates: part 1 (#893)

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

invite_code.rb

Implement invitation codes

2024-02-02 17:55:27 -06:00

loan.rb

Account namespace updates: part 1 (#893)

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

merchant.rb

Account namespace updates: part 6 (transactions) (#904)

2024-06-24 11:58:39 -04:00

other_asset.rb

Account namespace updates: part 1 (#893)

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

other_liability.rb

Account namespace updates: part 1 (#893)

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

period.rb

Add income and spending insight cards to dashboard (#668)

2024-04-24 08:34:50 -04:00

property.rb

Account namespace updates: part 1 (#893)

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

security.rb

Investment Portfolio Sync (#974)

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

setting.rb

Allow a self-hosted user to configure their SMTP settings directly from within the UI (#682)

2024-04-29 16:44:24 -04:00

tag.rb

Account namespace updates: part 6 (transactions) (#904)

2024-06-24 11:58:39 -04:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

time_series.rb

Flesh out D3 time series charts (#657)

2024-04-22 13:44:26 -04:00

upgrader.rb

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

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

user.rb

Feature/profile image uploads (#687)

2024-04-30 13:38:33 -04:00

value_group.rb

Multi-Currency Part 2 (#543)

2024-03-21 13:39:10 -04:00

vehicle.rb

Account namespace updates: part 1 (#893)

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