Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-02 20:15:22 +02:00
Code Issues Releases Activity Actions

Plaid portfolio sync algorithm and calculation improvements (#1526)

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
72 changed files with 1152 additions and 1046 deletions
Download patch file Download diff file Expand all files Collapse all files

6
app/controllers/concerns/localize.rb
View file

@ -3,6 +3,7 @@ module Localize
included do
around_action :switch_locale
around_action :switch_timezone
end
private
@ -10,4 +11,9 @@ module Localize
locale = Current.family.try(:locale) || I18n.default_locale
I18n.with_locale(locale, &action)
end
def switch_timezone(&action)
timezone = Current.family.try(:timezone) || Time.zone
Time.use_zone(timezone, &action)
end
end