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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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GPG key ID: B5690EEEBB952194
72 changed files with 1152 additions and 1046 deletions
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2
app/views/account/valuations/_form.html.erb
View file

@ -8,7 +8,7 @@
<% end %>
<div class="space-y-3">
<%= form.date_field :date, label: true, required: true, value: Date.today, min: Account::Entry.min_supported_date, max: Date.today %>
<%= form.date_field :date, label: true, required: true, value: Date.current, min: Account::Entry.min_supported_date, max: Date.current %>
<%= form.money_field :amount, label: t(".amount"), required: true %>
</div>

20
app/views/account/valuations/_valuation.html.erb
View file

@ -1,7 +1,7 @@
<%# locals: (entry:, selectable: true, show_balance: false) %>
<%# locals: (entry:, selectable: true, balance_trend: nil) %>
<% account = entry.account %>
<% valuation = entry.account_valuation %>
<% color = balance_trend&.trend&.color || "#D444F1" %>
<% icon = balance_trend&.trend&.icon || "plus" %>
<div class="p-4 grid grid-cols-12 items-center text-gray-900 text-sm font-medium">
<div class="col-span-8 flex items-center gap-4">
@ -12,15 +12,15 @@
<% end %>
<div class="flex items-center gap-3">
<%= tag.div class: "w-8 h-8 rounded-full p-1.5 flex items-center justify-center", style: mixed_hex_styles(valuation.color) do %>
<%= lucide_icon valuation.icon, class: "w-4 h-4" %>
<%= tag.div class: "w-8 h-8 rounded-full p-1.5 flex items-center justify-center", style: mixed_hex_styles(color) do %>
<%= lucide_icon icon, class: "w-4 h-4" %>
<% end %>
<div class="truncate text-gray-900">
<% if entry.new_record? %>
<%= content_tag :p, entry.name %>
<% else %>
<%= link_to valuation.name,
<%= link_to entry.name || t(".balance_update"),
account_entry_path(entry),
data: { turbo_frame: "drawer", turbo_prefetch: false },
class: "hover:underline hover:text-gray-800" %>
@ -29,8 +29,12 @@
</div>
</div>
<div class="col-span-2 justify-self-end font-medium text-sm" style="color: <%= valuation.color %>">
<%= tag.span format_money(entry.trend.value) %>
<div class="col-span-2 justify-self-end font-medium text-sm">
<% if balance_trend&.trend %>
<%= tag.span format_money(balance_trend.trend.value), style: "color: #{balance_trend.trend.color}" %>
<% else %>
<%= tag.span "--", class: "text-gray-400" %>
<% end %>
</div>
<div class="col-span-2 justify-self-end">