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Maybe/config
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
..
environments Make encryption config optional for self hosting users (#1476) 2024-11-18 10:47:05 -05:00
initializers Fix sync error when security missing 2024-12-02 10:53:16 -05:00
locales Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
application.rb Make encryption config optional for self hosting users (#1476) 2024-11-18 10:47:05 -05:00
boot.rb Initial commit 2024-02-02 09:05:04 -06:00
brakeman.ignore Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
cable.yml Remove stale Redis dep (#731) 2024-05-09 19:55:05 -04:00
credentials.yml.enc Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
currencies.yml Limit transaction editing for crypto accounts 2024-11-18 12:49:03 -05:00
database.yml Add zero-config self hosting on Render (#612) 2024-04-13 09:28:45 -04:00
environment.rb Initial commit 2024-02-02 09:05:04 -06:00
exchanges.yml Stock Exchanges with seed (#1351) 2024-10-22 14:30:57 -05:00
i18n-tasks.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
importmap.rb Add stimulus tooltip controller (#1065) 2024-08-08 06:53:27 -04:00
puma.rb Initial commit 2024-02-02 09:05:04 -06:00
routes.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
storage.yml Support for Cloudflare R2 2024-10-08 13:05:45 -05:00
tailwind.config.js Account Issue Model and Resolution Flow + Troubleshooting guides (#1090) 2024-08-16 12:13:48 -04:00