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Code Issues Releases Activity Actions 1

Populate holdings for "offline" securities properly (#1958)

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* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments
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Zach Gollwitzer 2025-03-07 17:35:55 -05:00 • committed by GitHub
parent 26762477a3
commit eac5d5e663
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35 changed files with 1109 additions and 808 deletions
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app/controllers/accounts_controller.rb
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@ -18,6 +18,7 @@ class AccountsController < ApplicationController
end
def chart
@chart_view = params[:chart_view] || "balance"
render layout: "application"
end