Docker/Maybe
Docker/Maybe
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860 commits 13 branches 28 tags 24 MiB
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5 commits

Author SHA1 Message Date
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
b2a56aefc1 Update Plaid cash balance on each sync
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2024-12-10 18:54:09 -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
d592495be5 Fix sync error when security missing 2024-12-02 10:53:16 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
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* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
 2024-11-15 13:49:37 -05:00