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Code Issues Releases Activity Actions

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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18
app/models/account/linkable.rb Normal file
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module Account::Linkable
extend ActiveSupport::Concern
included do
belongs_to :plaid_account, optional: true
end
# A "linked" account gets transaction and balance data from a third party like Plaid
def linked?
plaid_account_id.present?
end
# An "offline" or "unlinked" account is one where the user tracks values and
# adds transactions manually, without the help of a data provider
def unlinked?
!linked?
end
end