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Plaid portfolio sync algorithm and calculation improvements (#1526)
* 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
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72 changed files with 1152 additions and 1046 deletions
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@ -32,7 +32,7 @@
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</div>
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<% end %>
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<%= form.date_field :date, label: true, value: Date.today, required: true %>
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<%= form.date_field :date, label: true, value: Date.current, required: true %>
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<% unless %w[buy sell].include?(type) %>
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<%= form.money_field :amount, label: t(".amount"), required: true %>
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@ -1,4 +1,4 @@
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<%# locals: (entry:, selectable: true, show_balance: false) %>
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<%# locals: (entry:, selectable: true, balance_trend: nil) %>
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<% trade, account = entry.account_trade, entry.account %>
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@ -37,6 +37,12 @@
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</div>
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<div class="col-span-2 justify-self-end">
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<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
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<% if balance_trend&.trend %>
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<div class="flex items-center gap-2">
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<%= tag.p format_money(balance_trend.trend.current), class: "font-medium text-sm text-gray-900" %>
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</div>
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<% else %>
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<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
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<% end %>
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</div>
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</div>
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@ -13,7 +13,7 @@
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.date_field :date,
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label: t(".date_label"),
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max: Date.today,
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max: Date.current,
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"data-auto-submit-form-target": "auto" %>
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<div class="flex items-center gap-2">
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