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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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6
db/migrate/20241204235400_add_balance_components.rb Normal file
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class AddBalanceComponents < ActiveRecord::Migration[7.2]
def change
add_column :accounts, :cash_balance, :decimal, precision: 19, scale: 4, default: 0
add_column :account_balances, :cash_balance, :decimal, precision: 19, scale: 4, default: 0
end
end

5
db/migrate/20241207002408_add_family_timezone.rb Normal file
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class AddFamilyTimezone < ActiveRecord::Migration[7.2]
def change
add_column :families, :timezone, :string
end
end