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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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2
app/views/accounts/show/_chart.html.erb
View file

@ -11,7 +11,7 @@
<%= tooltip %>
</div>
<%= tag.p format_money(account.value), class: "text-gray-900 text-3xl font-medium" %>
<%= tag.p format_money(account.balance_money), class: "text-gray-900 text-3xl font-medium" %>
</div>
<%= form_with url: request.path, method: :get, data: { controller: "auto-submit-form" } do |form| %>