Zach Gollwitzer eac5d5e663 Populate holdings for "offline" securities properly (#1958) ...

* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments

2025-03-07 17:35:55 -05:00

..

accountable_resource.rb

Populate holdings for "offline" securities properly (#1958)

2025-03-07 17:35:55 -05:00

authentication.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

auto_sync.rb

Populate holdings for "offline" securities properly (#1958)

2025-03-07 17:35:55 -05:00

breadcrumbable.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

entryable_resource.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

impersonatable.rb

Impersonation (#1325)

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

invitable.rb

Family invites (#1397)

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

localize.rb

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

onboardable.rb

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

periodable.rb

Preference to set default_period (#1941)

2025-03-07 10:05:54 -05:00

scroll_focusable.rb

Preserve transaction filters and transaction focus across page visits (#1733)

2025-01-30 14:12:01 -05:00

self_hostable.rb

Add basic self hosted onboarding (#1177)

2024-09-13 17:24:19 -04:00

store_location.rb

Make encryption config optional for self hosting users (#1476)

2024-11-18 10:47:05 -05:00