Zach Gollwitzer
|
c1d98fe73b
|
Start and end balance anchors for historical account balances (#2455)
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Add kind field to valuation
* Fix schema conflict
* Add kind to valuation
* Scaffold opening balance manager
* Opening balance manager implementation
* Update account import to use opening balance manager + tests
* Update account to use opening balance manager
* Fix test assertions, usage of current balance manager
* Lint fixes
* Add Opening Balance manager, add tests to forward calculator
* Add credit card to "all cash" designation
* Simplify valuation model
* Add current balance manager with tests
* Add current balance logic to reverse calculator and plaid sync
* Tweaks to initial calc logic
* Ledger testing helper, tweak assertions for reverse calculator
* Update test assertions
* Extract balance transformer, simplify calculators
* Algo simplifications
* Final tweaks to calculators
* Cleanup
* Fix error, propagate sync errors up to parent
* Update migration script, valuation naming
|
2025-07-15 11:42:41 -04:00 |
|
Zach Gollwitzer
|
10dd9e061a
|
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern
* Remove bad abstraction
* Put sync implementations in own concerns
* Sync strategies
* Move sync orchestration to Sync class
* Clean up sync class, add state machine
* Basic market data sync cron
* Fix price sync
* Improve sync window column names, add timestamps
* 30 day syncs by default
* Clean up market data methods
* Report high duplicate sync counts to Sentry
* Add sync states throughout app
* account tab session
* Persistent account tab selections
* Remove manual sleep
* Add migration to clear stale syncs on self hosted apps
* Tweak sync states
* Sync completion event broadcasts
* Fix timezones in tests
* Cleanup
* More cleanup
* Plaid item UI broadcasts for sync
* Fix account ID namespace conflict
* Sync broadcasters
* Smoother account sync refreshes
* Remove test sync delay
|
2025-05-15 10:19:56 -04:00 |
|
Zach Gollwitzer
|
1e5edd9f2f
|
Fix Plaid cash balance double counting (#2222)
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Fix Plaid cash balance double counting
* Fix today's cash balance
* Simplify balance trends in activity view
|
2025-05-08 12:25:53 -04:00 |
|
Zach Gollwitzer
|
2000f05453
|
Match Plaid holding values on current day (#2212)
* Match Plaid holding values on current day
* Fix chart timezone issue
* Add timezone tests for syncs
* Hide sidebars on trades test
|
2025-05-06 09:25:49 -04:00 |
|
Zach Gollwitzer
|
e657c40d19
|
Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
|
2025-04-14 11:40:34 -04:00 |
|