1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-08 23:15:24 +02:00

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
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

View file

@ -32,7 +32,7 @@
</div>
<% end %>
<%= form.date_field :date, label: true, value: Date.today, required: true %>
<%= form.date_field :date, label: true, value: Date.current, required: true %>
<% unless %w[buy sell].include?(type) %>
<%= form.money_field :amount, label: t(".amount"), required: true %>

View file

@ -1,4 +1,4 @@
<%# locals: (entry:, selectable: true, show_balance: false) %>
<%# locals: (entry:, selectable: true, balance_trend: nil) %>
<% trade, account = entry.account_trade, entry.account %>
@ -37,6 +37,12 @@
</div>
<div class="col-span-2 justify-self-end">
<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
<% if balance_trend&.trend %>
<div class="flex items-center gap-2">
<%= tag.p format_money(balance_trend.trend.current), class: "font-medium text-sm text-gray-900" %>
</div>
<% else %>
<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
<% end %>
</div>
</div>

View file

@ -13,7 +13,7 @@
data: { controller: "auto-submit-form" } do |f| %>
<%= f.date_field :date,
label: t(".date_label"),
max: Date.today,
max: Date.current,
"data-auto-submit-form-target": "auto" %>
<div class="flex items-center gap-2">