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

..

account

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

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

concerns

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

demo

Fix parent category sums in budget (#1894)

2025-02-24 12:51:13 -05:00

exchange_rate

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

family

New Design System + Codebase Refresh (#1823)

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

import

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

income_statement

New Design System + Codebase Refresh (#1823)

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

issue

Remove missing prices issue (#1390)

2024-10-29 14:55:46 -04:00

provider

Add exchange and currency fields to trade imports (#1822)

2025-02-24 10:00:24 -05:00

security

Fix ticker filling when Synth is connected (#1950)

2025-03-05 09:30:47 -05:00

upgrader

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

account_import.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

account.rb

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

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

address.rb

Add loan and credit card views (#1268)

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

application_record.rb

Initial commit

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

balance_sheet.rb

New Design System + Codebase Refresh (#1823)

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

budget_category.rb

New Design System + Codebase Refresh (#1823)

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

budget.rb

Fix time period key conflicts (#1944)

2025-03-03 12:47:20 -05:00

category.rb

Add new category flow (#1857)

2025-02-24 11:08:05 -05:00

credit_card.rb

New Design System + Codebase Refresh (#1823)

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

crypto.rb

New Design System + Codebase Refresh (#1823)

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

current.rb

Impersonation (#1325)

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

depository.rb

New Design System + Codebase Refresh (#1823)

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

exchange_rate.rb

Fetch exchange rates in bulk from synth (#1069)

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

family.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

impersonation_session_log.rb

Impersonation (#1325)

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

impersonation_session.rb

Impersonation (#1325)

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

import.rb

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

income_statement.rb

Fix parent category sums in budget (#1894)

2025-02-24 12:51:13 -05:00

investment.rb

New Design System + Codebase Refresh (#1823)

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

invitation.rb

Fix duplicate invites (#1437)

2024-11-08 09:58:35 -06:00

invite_code.rb

Rubocop updates (#1118)

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

issue.rb

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

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

loan.rb

New Design System + Codebase Refresh (#1823)

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

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

mint_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

other_asset.rb

New Design System + Codebase Refresh (#1823)

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

other_liability.rb

New Design System + Codebase Refresh (#1823)

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

period.rb

Adjust graph intervals to show more data

2025-03-05 10:20:02 -05:00

plaid_account.rb

Fix Plaid sync error when current balance is null

2025-03-05 16:02:07 -05:00

plaid_investment_sync.rb

Enhance security information retrieval and handling (#1826)

2025-02-11 10:40:30 -06:00

plaid_item.rb

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

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

property.rb

New Design System + Codebase Refresh (#1823)

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

rejected_transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

security.rb

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

series.rb

New Design System + Codebase Refresh (#1823)

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

session.rb

Impersonation (#1325)

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

setting.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

stock_exchange.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

sync.rb

Add tagged logging to sync process (#1956)

2025-03-05 15:38:31 -05:00

tag.rb

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

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

tagging.rb

Create tagging system (#792)

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

trade_import.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

transaction_import.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

trend.rb

New Design System + Codebase Refresh (#1823)

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

upgrader.rb

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

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

user.rb

Preference to set default_period (#1941)

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

vehicle.rb

New Design System + Codebase Refresh (#1823)

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