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Maybe/test
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
..
channels/application_cable Initial commit 2024-02-02 09:05:04 -06:00
controllers Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
fixtures Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
helpers Rework account views and addition flow (#1324) 2024-10-18 14:37:42 -04:00
interfaces 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
lib Add formatting for EUR locales (#1231) 2024-10-03 10:25:38 -04:00
mailers Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
models Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
support First pass at security price reference (#1388) 2024-10-29 15:37:59 -04:00
system Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
vcr_cassettes Feedback page (#1160) 2024-09-09 16:54:56 -04:00
application_system_test_case.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
i18n_test.rb Better import instructions, remove ambiguous field (#1284) 2024-10-10 11:18:58 -04:00
test_helper.rb Beta Testing Round 3 Bug Fixes (#1357) 2024-10-24 11:02:27 -04:00