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Code Issues Releases Activity Actions 2

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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33
app/views/shared/_progress_circle.html.erb
View file

@ -1,10 +1,31 @@
<%# locals: (progress:, radius: 7, stroke: 2, text_class: "text-green-500") %>
<% circumference = Math::PI * 2 * radius %>
<% progress_percent = progress.clamp(0, 100) %>
<% stroke_dashoffset = ((100 - progress_percent) * circumference) / 100 %>
<%
circumference = Math::PI * 2 * radius
progress_percent = progress.clamp(0, 100)
stroke_dashoffset = ((100 - progress_percent) * circumference) / 100
center = radius + stroke / 2
%>
<svg width="<%= radius * 2 + stroke %>" height="<%= radius * 2 + stroke %>">
<!-- Background Circle -->
<circle class="fill-transparent stroke-current text-gray-300" r="<%= radius %>" cx="<%= radius + stroke / 2 %>" cy="<%= radius + stroke / 2 %>" stroke-width="<%= stroke %>" />
<circle
class="fill-transparent stroke-current text-gray-300"
r="<%= radius %>"
cx="<%= center %>"
cy="<%= center %>"
stroke-width="<%= stroke %>"
></circle>
<!-- Foreground Circle -->
<circle class="fill-transparent stroke-current <%= text_class %>" r="<%= radius %>" cx="<%= radius + stroke / 2 %>" cy="<%= radius + stroke / 2 %>" stroke-width="<%= stroke %>" stroke-dasharray="<%= circumference %>" stroke-dashoffset="<%= stroke_dashoffset %>" transform="rotate(-90, <%= radius + stroke / 2 %>, <%= radius + stroke / 2 %>)" />
</svg>
<circle
class="fill-transparent stroke-current <%= text_class %>"
r="<%= radius %>"
cx="<%= center %>"
cy="<%= center %>"
stroke-width="<%= stroke %>"
stroke-dasharray="<%= circumference %>"
stroke-dashoffset="<%= stroke_dashoffset %>"
transform="rotate(-90, <%= center %>, <%= center %>)"
></circle>
</svg>