3 commits

Author	SHA1	Message	Date
Josh Pigford	cf23673003	Fix Account Holding validation and synchronization (#1818) ... * Fix Account Holding validation and synchronization Fixes #1781 - Add comprehensive validations for Account::Holding - Implement validation to ensure amount matches qty * price - Update Account::Syncer to include qty and price during synchronization - Add database constraints for holding attributes and calculations * Remove database check constraints for Account Holdings Align with project convention of keeping complex validations in ActiveRecord - Remove database-level check constraints for quantity, price, and amount - Maintain database-level null and unique constraints - Prepare for more flexible validation in the model layer	2025-02-07 10:42:01 -06:00
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