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

..

account

Fix: Purge stale holdings from accounts during sync (#1954)

2025-03-05 12:21:17 -05:00

category

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

concerns

Populate holdings for "offline" securities properly (#1958)

2025-03-07 17:35:55 -05:00

import

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

issue

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

settings

Feat: Data "reset" button (#1913)

2025-02-28 07:49:12 -05:00

tag

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

accountable_sparklines_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

accounts_controller.rb

Populate holdings for "offline" securities properly (#1958)

2025-03-07 17:35:55 -05:00

application_controller.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

budget_categories_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

budgets_controller.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

categories_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

cryptos_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

impersonation_sessions_controller.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller.rb

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

investments_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller.rb

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

invite_codes_controller.rb

fix: Only admins can generate invite codes (#1611)

2025-01-23 20:47:51 -05:00

issues_controller.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

loans_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

merchants_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

mfa_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

onboardings_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

Preference to set default_period (#1941)

2025-03-07 10:05:54 -05:00

password_resets_controller.rb

Improve password reset flow, normalize translations

2024-11-05 17:15:29 -05:00

passwords_controller.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

plaid_items_controller.rb

Fix: Purge stale holdings from accounts during sync (#1954)

2025-03-05 12:21:17 -05:00

properties_controller.rb

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

registrations_controller.rb

Nested Categories (#1561)

2024-12-20 11:37:26 -05:00

securities_controller.rb

Fix ticker filling when Synth is connected (#1950)

2025-03-05 09:30:47 -05:00

sessions_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

subscriptions_controller.rb

fix: Don't show Billings on settings navbar when self-hosted (#1912)

2025-02-28 09:35:00 -05:00

tags_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

transactions_controller.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

transfers_controller.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

upgrades_controller.rb

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

users_controller.rb

Preference to set default_period (#1941)

2025-03-07 10:05:54 -05:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

fix: Plaid webhook verification (#1824)

2025-02-07 10:35:42 -05:00