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Maybe/app/models/account
Zach Gollwitzer eac5d5e663
Populate holdings for "offline" securities properly (#1958)
* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments
2025-03-07 17:35:55 -05:00
..
balance Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
entry Show UI warning to user when they need provider data but have not setup Synth yet (#1926) 2025-02-28 11:35:10 -05:00
holding Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
transaction New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
balance.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
balance_trend_calculator.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
chartable.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
data_enricher.rb Show UI warning to user when they need provider data but have not setup Synth yet (#1926) 2025-02-28 11:35:10 -05:00
enrichable.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
entry.rb Show UI warning to user when they need provider data but have not setup Synth yet (#1926) 2025-02-28 11:35:10 -05:00
entry_search.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
entryable.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
holding.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
linkable.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
trade.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
trade_builder.rb Allow offline trade tickers (#1925) 2025-02-28 09:34:14 -05:00
transaction.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
transaction_search.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
valuation.rb Nested Categories (#1561) 2024-12-20 11:37:26 -05:00