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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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14
app/views/investments/show.html.erb
View file

@ -4,24 +4,20 @@
<%= tag.div class: "space-y-4" do %>
<%= render "accounts/show/header", account: @account %>
<% if @account.plaid_account_id.present? %>
<%= render "investments/chart", account: @account %>
<% else %>
<%= render "accounts/show/chart",
<%= render "accounts/show/chart",
account: @account,
title: t(".chart_title"),
tooltip: render(
"investments/value_tooltip",
value: @account.value,
cash: @account.balance_money
balance: @account.balance_money,
holdings: @account.balance - @account.cash_balance,
cash: @account.cash_balance
) %>
<% end %>
<div class="min-h-[800px]">
<%= render "accounts/show/tabs", account: @account, tabs: [
{ key: "activity", contents: render("accounts/show/activity", account: @account) },
{ key: "holdings", contents: render("investments/holdings_tab", account: @account) },
{ key: "cash", contents: render("investments/cash_tab", account: @account) }
{ key: "activity", contents: render("accounts/show/activity", account: @account) },
] %>
</div>
<% end %>