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Maybe/test/system
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
..
accounts_test.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
imports_test.rb User Onboarding + Bug Fixes (#1352) 2024-10-23 11:20:55 -04:00
settings_test.rb Fix: Escape button not being handled on settings pages (#1210) 2024-09-30 17:28:15 -04:00
trades_test.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
transactions_test.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
transfers_test.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00