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Maybe/app/helpers
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
..
account Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
settings Billing (#1269) 2024-10-08 14:37:47 -05:00
accounts_helper.rb Exclude inactive accounts from networth calculation and from sidebar (#1432) 2024-11-07 10:14:12 -05:00
application_helper.rb Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
categories_helper.rb Feature | Filter on uncategorized transactions (#1359) 2024-10-25 09:37:05 -04:00
forms_helper.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
impersonation_sessions_helper.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
imports_helper.rb CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
invitations_helper.rb Family invites (#1397) 2024-11-01 10:23:27 -05:00
languages_helper.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
menus_helper.rb Categories, tags, merchants, and menus improvements (#1135) 2024-08-27 17:06:41 -04:00
pages_helper.rb Initial commit 2024-02-02 09:05:04 -06:00
properties_helper.rb Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
securities_helper.rb Stock imports (#1363) 2024-10-24 16:36:50 -05:00
settings_helper.rb Beta Testing Round 3 Bug Fixes (#1357) 2024-10-24 11:02:27 -04:00
styled_form_builder.rb Beta Testing Round 3 Bug Fixes (#1357) 2024-10-24 11:02:27 -04:00
subscription_helper.rb Billing (#1269) 2024-10-08 14:37:47 -05:00
tags_helper.rb Create tagging system (#792) 2024-05-23 08:09:33 -04:00
transactions_helper.rb Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
upgrades_helper.rb Fix auto upgrade logic (#758) 2024-05-17 17:25:15 -04:00
value_groups_helper.rb Fix currency formatting in pie chart visualization (#1022) 2024-07-26 10:36:29 -04:00
vehicles_helper.rb Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
webhooks_helper.rb Billing (#1269) 2024-10-08 14:37:47 -05:00