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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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11
app/helpers/account/entries_helper.rb
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@ -13,17 +13,12 @@ module Account::EntriesHelper
end
def entries_by_date(entries, selectable: true, totals: false)
entries.group_by(&:date).map do |date, grouped_entries|
# Valuations always go first, then sort by created_at desc
sorted_entries = grouped_entries.sort_by do |entry|
[ entry.account_valuation? ? 0 : 1, -entry.created_at.to_i ]
end
entries.reverse_chronological.group_by(&:date).map do |date, grouped_entries|
content = capture do
yield sorted_entries
yield grouped_entries
end
render partial: "account/entries/entry_group", locals: { date:, entries: sorted_entries, content:, selectable:, totals: }
render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable:, totals: }
end.join.html_safe
end