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Code Issues Releases Activity Actions

Match Plaid holding values on current day (#2212)

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* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
This commit is contained in:
Zach Gollwitzer 2025-05-06 09:25:49 -04:00 • committed by GitHub
parent 470b753833
commit 2000f05453
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16 changed files with 242 additions and 21 deletions
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7
app/models/account/chartable.rb
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@ -2,7 +2,7 @@ module Account::Chartable
extend ActiveSupport::Concern
class_methods do
def balance_series(currency:, period: Period.last_30_days, favorable_direction: "up", view: :balance, interval: nil)
def balance_series(currency:, period: Period.last_30_days, favorable_direction: "up", view: :balance, interval: nil, timezone: nil)
raise ArgumentError, "Invalid view type" unless [ :balance, :cash_balance, :holdings_balance ].include?(view.to_sym)
series_interval = interval || period.interval
@ -51,7 +51,7 @@ module Account::Chartable
WITH dates as (
SELECT generate_series(DATE :start_date, DATE :end_date, :interval::interval)::date as date
UNION DISTINCT
SELECT CURRENT_DATE -- Ensures we always end on current date, regardless of interval
SELECT :end_date::date AS date -- Ensures we always end on user's "today" date, regardless of interval
)
SELECT
d.date,
@ -132,7 +132,8 @@ module Account::Chartable
period: period,
view: view,
interval: interval,
favorable_direction: favorable_direction
favorable_direction: favorable_direction,
timezone: family.timezone
)
end