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