4 commits

Author	SHA1	Message	Date
Zach Gollwitzer	800eb4c146	Plaid sync tests and multi-currency investment support (#1531) ... * 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	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
Igor Alexandrov	b5c56f7775	Added lints for ERB templates (#609) ... * Added erblint and fixed offenses * Added erblint bintstub. Included erblint into CI * Merged GitHub Actions tasks for rubocop and erblint into one * Added config for erblint. * Reverted erblint call in the CI	2024-04-09 08:08:58 -04:00
Zach Gollwitzer	6f0e410684	Dashboard View and Calculations (#521) ... * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging	2024-03-06 09:56:59 -05:00