Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* 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
46131fb496
Fix unique constraint errors on sync
2024-12-10 18:16:53 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* 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
