2 commits

Author	SHA1	Message	Date
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	65db49273c	Account Activity View + Account Forms (#1406) ... * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects	2024-11-04 20:27:31 -05:00

Renamed from app/views/accounts/accountables/investment/_tooltip.html.erb (Browse further)