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7 commits

Author SHA1 Message Date
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data (#1098)
* Fix security price issue flow

* Fix tooltip positioning and add tooltip for missing holding data

* Fix tooltip controller error with stale arrow target

* Lint fixes
2024-08-16 16:08:27 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views (#1000)
* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login (#1021) 2024-07-25 12:51:50 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides (#998)
* Add help articles

* Broadcast sync messages as notifications

* Lint fixes

* more lint fixes

* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00