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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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1
test/fixtures/accounts.yml vendored
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@ -43,6 +43,7 @@ investment:
family: dylan_family
name: Robinhood Brokerage Account
balance: 10000
cash_balance: 5000
currency: USD
accountable_type: Investment
accountable: one

2
test/fixtures/investments.yml vendored
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@ -1 +1 @@
one: { }
one: {}