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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entries_controller.rb	Improve account transaction, trade, and valuation editing and sync experience (#1506)	2024-11-27 16:01:50 -05:00
holdings_controller.rb	Plaid portfolio sync algorithm and calculation improvements (#1526)	2024-12-10 17:41:20 -05:00
trades_controller.rb	Improve account transaction, trade, and valuation editing and sync experience (#1506)	2024-11-27 16:01:50 -05:00
transaction_categories_controller.rb	Improve account transaction, trade, and valuation editing and sync experience (#1506)	2024-11-27 16:01:50 -05:00
transactions_controller.rb	Improve account transaction, trade, and valuation editing and sync experience (#1506)	2024-11-27 16:01:50 -05:00
transfers_controller.rb	Fix transfers and form currencies (#1477)	2024-11-18 15:50:47 -05:00
valuations_controller.rb	Improve account transaction, trade, and valuation editing and sync experience (#1506)	2024-11-27 16:01:50 -05:00