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Code Issues Releases Activity Actions

Plaid portfolio sync algorithm and calculation improvements (#1526)

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* 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
This commit is contained in:
Zach Gollwitzer 2024-12-10 17:41:20 -05:00 • committed by GitHub
parent a59ca5b7c6
commit 49c353e10c
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72 changed files with 1152 additions and 1046 deletions
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Gemfile.lock
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@ -185,7 +185,6 @@ GEM
thor (>= 1.0.0)
hashdiff (1.1.1)
highline (3.0.1)
holidays (8.8.0)
hotwire-livereload (1.4.1)
actioncable (>= 6.0.0)
listen (>= 3.0.0)
@ -493,7 +492,6 @@ DEPENDENCIES
faraday-multipart
faraday-retry
good_job
holidays
hotwire-livereload
hotwire_combobox
i18n-tasks