5 commits

Author	SHA1	Message	Date
Zach Gollwitzer	e4a82d85e8	Properly handle Plaid investment account transfers (#2420)	2025-06-27 10:50:45 -04:00
Zach Gollwitzer	8db95623cf	Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) ... * Handle reverse calculator starting portfolio generation correctly * Fix current_holdings to handle different dates and hide zero quantities - Use DISTINCT ON to get most recent holding per security instead of assuming same date - Filter out zero quantity holdings from UI display - Maintain cash display regardless of zero balance - Use single efficient query with proper Rails syntax * Continue to process holdings even if one is not resolvable * Lint fixes	2025-06-26 16:57:17 -04:00
Zach Gollwitzer	e60b5df442	Handle bad API data for trade quantity signage (#2416)	2025-06-26 09:54:25 -04:00
Zach Gollwitzer	6935ffa3d1	Only fetch needed Plaid products, improve Plaid tests and mocks	2025-05-24 16:40:28 -04:00
Zach Gollwitzer	03a146222d	Plaid sync domain improvements (#2267) ... Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow: 1. Import stage - we first make API calls and import Plaid data to "mirror" tables 2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances This provides several benefits: - Plaid syncs can now be "replayed" without fetching API data again - Mirror tables provide better audit and debugging capabilities - Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle	2025-05-23 18:58:22 -04:00