1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00
Maybe/app/models/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.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
issuable.rb Remove missing prices issue (#1390) 2024-10-29 14:55:46 -04:00
monetizable.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
plaidable.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
providable.rb Groundwork for security info (#1396) 2024-10-30 18:08:19 -04:00
syncable.rb Add post-sync hook (#1479) 2024-11-20 11:01:52 -05:00