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Maybe/app
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
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assets Replaced Native Scrollbars with Tailwind Scrollbars on Windows (#1493) 2024-11-22 15:27:07 -05:00
channels/application_cable Initial commit 2024-02-02 09:05:04 -06:00
controllers Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
helpers Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
javascript Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
jobs Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
mailers Improve password reset flow, normalize translations 2024-11-05 17:15:29 -05:00
models Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
views Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00