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

..

accountable_resource.rb

Basic Plaid Integration (#1433)

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

authentication.rb

Impersonation (#1325)

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

auto_sync.rb

Basic Plaid Integration (#1433)

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

entryable_resource.rb

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -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

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