6 commits

Author	SHA1	Message	Date
Josh Pigford	bdec61f312	Improve HoldingCalculator Security Preloading ... - Include securities from both trades and current holdings - Ensure unique securities are preloaded - Enhance logging for preloaded securities	2025-02-04 11:02:50 -06:00
Josh Pigford	4c158934d0	Improve Security Price Loading with Robust Error Handling ... - Add error handling for individual security price loading - Log detailed error information for problematic securities - Prevent single security errors from halting entire price loading process - Enhance logging with more specific security identification details	2025-02-03 19:57:58 -06:00
Josh Pigford	50e5ffb257	Enhance HoldingCalculator with Logging and Error Handling	2025-02-03 19:54:32 -06:00
Zach Gollwitzer	bb9fa56add	Fix date format validation error (#1551) ... * Fix date format validation error * Order trades, fix flaky test	2024-12-16 13:21:30 -05:00
Zach Gollwitzer	800eb4c146	Plaid sync tests and multi-currency investment support (#1531) ... * Plaid sync tests and multi-currency investment support * Fix system test * Cleanup * Remove data migration	2024-12-12 08:56:52 -05:00
Zach Gollwitzer	49c353e10c	Plaid portfolio sync algorithm and calculation improvements (#1526) ... * 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	2024-12-10 17:41:20 -05:00