10 commits

Author	SHA1	Message	Date
Zach Gollwitzer	7be6a372bf	Preserve original transaction names when enriching (#1556) ... * Preserve original transaction name * Remove stale method * Fix tests	2024-12-19 10:16:09 -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
Zach Gollwitzer	c3248cd796	Improve account transaction, trade, and valuation editing and sync experience (#1506) ... * Consolidate entry controller logic * Transaction builder * Update trades controller to use new params * Load account charts in turbo frames, fix PG overflow * Consolidate tests * Tests passing * Remove unused code * Add client side trade form validations	2024-11-27 16:01:50 -05:00
Josh Pigford	31d9d926f7	Fix for certain securities returning incorrect prices	2024-11-07 11:52:16 -06:00
Josh Pigford	e7f09e6f71	Groundwork for security info (#1396) ... * Groundwork for security info * Lint	2024-10-30 18:08:19 -04:00
Josh Pigford	cd91e66618	Initial pass at Synth-based ticker selection (#1392) ... * Initial pass at Synth-based ticker selection * Update _tickers.turbo_stream.erb * Functional combobox display * A few cleanup steps * Linter * Prevent long strings * Another step towards functional combobox * Deprecated files * Custom Combobox implementation * Lint * Test suite fixes * Lint * Make direct use of mic codes * Update splits * Update trades_test.rb	2024-10-30 09:23:44 -04:00
Josh Pigford	7d8028b505	Stock filter (#1376) ... * Initial pass at stock filtering * Rough in filter * Cleaning up security listing * Tweak to search function * Combobox tweaks * Clean up search query * Update trades test with combobox * Update securities.yml	2024-10-28 15:49:19 -04:00
Zach Gollwitzer	eef4c2643b	Rubocop updates (#1118) ... * Minimal code style enforcement * Formatting and lint code updates (no change in functionality)	2024-08-23 10:06:24 -04:00
Zach Gollwitzer	94be117a02	Deposit, Withdrawal, and Interest Transactions for Investment View (#1075) ... * Trade and Transaction builders * Consolidate logic * Remove redundant fields from trade form * Add deposit, withdrawal, and interest form controls	2024-08-09 20:11:27 -04:00
Zach Gollwitzer	e05f03b314	Allow user to add buy and sell trade transactions for investment accounts (#1066) ... * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates	2024-08-09 11:22:57 -04:00