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Maybe/app/controllers/concerns
Zach Gollwitzer eac5d5e663
Populate holdings for "offline" securities properly (#1958)
* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments
2025-03-07 17:35:55 -05:00
..
accountable_resource.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
authentication.rb Logger cleanup 2025-03-05 13:44:56 -06:00
auto_sync.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
breadcrumbable.rb Add breadcrumbs support across application (#1897) 2025-02-25 10:14:07 -06:00
entryable_resource.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
impersonatable.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
invitable.rb Family invites (#1397) 2024-11-01 10:23:27 -05:00
localize.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
onboardable.rb User Onboarding + Bug Fixes (#1352) 2024-10-23 11:20:55 -04:00
periodable.rb Preference to set default_period (#1941) 2025-03-07 10:05:54 -05:00
scroll_focusable.rb Preserve transaction filters and transaction focus across page visits (#1733) 2025-01-30 14:12:01 -05:00
self_hostable.rb Add basic self hosted onboarding (#1177) 2024-09-13 17:24:19 -04:00
store_location.rb Make encryption config optional for self hosting users (#1476) 2024-11-18 10:47:05 -05:00