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Maybe/app/models/account
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
..
balance.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
balance_calculator.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
balance_trend_calculator.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
entry.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
entryable.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
holding.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
holding_calculator.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
syncer.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
trade.rb Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
trade_builder.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
transaction.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
transfer.rb Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
valuation.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00