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Code Issues Releases Activity Actions 1

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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6
app/controllers/accounts_controller.rb
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@ -4,8 +4,8 @@ class AccountsController < ApplicationController
before_action :set_account, only: %i[sync]
def index
@manual_accounts = Current.family.accounts.manual.alphabetically
@plaid_items = Current.family.plaid_items.ordered
@manual_accounts = Current.family.accounts.where(scheduled_for_deletion: false).manual.alphabetically
@plaid_items = Current.family.plaid_items.where(scheduled_for_deletion: false).ordered
end
def summary
@ -14,7 +14,7 @@ class AccountsController < ApplicationController
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@liability_series = snapshot[:liability_series]
@accounts = Current.family.accounts
@accounts = Current.family.accounts.active
@account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
end