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Maybe/app/controllers/concerns
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
..
accountable_resource.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
authentication.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
auto_sync.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
entryable_resource.rb Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
impersonatable.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
invitable.rb Family invites (#1397) 2024-11-01 10:23:27 -05:00
localize.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
onboardable.rb User Onboarding + Bug Fixes (#1352) 2024-10-23 11:20:55 -04:00
self_hostable.rb Add basic self hosted onboarding (#1177) 2024-09-13 17:24:19 -04:00
store_location.rb Make encryption config optional for self hosting users (#1476) 2024-11-18 10:47:05 -05:00