9 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	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
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
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
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	e8e100e1d8	Rework account views and addition flow (#1324) ... * Move accountable partials * Split accountables into separate view partials * Fix test * Add form to permitted partials * Fix failing system tests * Update new account modal views * New sync algorithm implementation * Update account system test assertions to match new behavior * Fix off by 1 date error * Revert new balance sync algorithm * Add missing account overviews	2024-10-18 14:37:42 -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