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Code Issues Releases Activity Actions 1

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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11
test/system/trades_test.rb
View file

@ -8,7 +8,7 @@ class TradesTest < ApplicationSystemTestCase
@account = accounts(:investment)
visit_account_trades
visit_account_portfolio
Security.stubs(:search).returns([
Security.new(
@ -66,10 +66,7 @@ class TradesTest < ApplicationSystemTestCase
private
def open_new_trade_modal
within "[data-testid='activity-menu']" do
click_on "New"
click_on "New transaction"
end
click_on "New transaction"
end
def within_trades(&block)
@ -77,6 +74,10 @@ class TradesTest < ApplicationSystemTestCase
end
def visit_account_trades
visit account_path(@account, tab: "activity")
end
def visit_account_portfolio
visit account_path(@account)
end

2
test/system/transactions_test.rb
View file

@ -182,7 +182,7 @@ class TransactionsTest < ApplicationSystemTestCase
investment_account = accounts(:investment)
investment_account.entries.create!(name: "Investment account", date: Date.current, amount: 1000, currency: "USD", entryable: Account::Transaction.new)
transfer_date = Date.current
visit account_url(investment_account)
visit account_url(investment_account, tab: "activity")
within "[data-testid='activity-menu']" do
click_on "New"
click_on "New transaction"