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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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4
app/views/account/entries/_entry.html.erb
View file

@ -1,5 +1,5 @@
<%# locals: (entry:, selectable: true, show_balance: false) %>
<%# locals: (entry:, selectable: true, balance_trend: nil) %>
<%= turbo_frame_tag dom_id(entry) do %>
<%= render partial: entry.entryable.to_partial_path, locals: { entry:, selectable:, show_balance: } %>
<%= render partial: entry.entryable.to_partial_path, locals: { entry:, selectable:, balance_trend: } %>
<% end %>

7
app/views/account/entries/index.html.erb
View file

@ -73,13 +73,14 @@
<div>
<div class="rounded-tl-lg rounded-tr-lg bg-white border-alpha-black-25 shadow-xs">
<div class="space-y-4">
<% calculator = Account::BalanceTrendCalculator.for(@entries) %>
<%= entries_by_date(@entries) do |entries| %>
<%= render entries, show_balance: true %>
<% entries.each do |entry| %>
<%= render entry, balance_trend: calculator&.trend_for(entry) %>
<% end %>
<% end %>
</div>
</div>
<div class="p-4 bg-white rounded-bl-lg rounded-br-lg">