QT/sure
1
0
Fork 0
mirror of https://github.com/we-promise/sure.git synced 2026-04-28 00:14:23 +00:00
Code Issues Packages Projects Releases Wiki Activity

Add investment tracking to expenses (#381)

Browse Source 
* Add investment tracking to expenses

Add new sections to dashboard and reporting around investments.

* Create investment-integration-assessment.md

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Category trades

* Simplify

* Simplification and test fixes

* FIX merge

* Update views

* Update 20251125141213_add_category_to_trades.rb

* FIX tests

* FIX statements and account status

* cleanup

* Add default cat for csv imports

* Delete docs/roadmap/investment-integration-assessment.md

Signed-off-by: soky srm <sokysrm@gmail.com>

* Update trend calculation

Use already existing column cost basis for trend calculation
   - Current value: qty * price (already stored as amount)
  - Cost basis total: qty * cost_basis
  - Unrealized gain: current value - cost basis total
Fixes N+1 query also

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
This commit is contained in:
soky srm
2026-01-09 13:03:40 +01:00
committed by GitHub
parent d185c6161c
commit 6ebe8da928
29 changed files with 907 additions and 131 deletions
Download Patch File Download Diff File Expand all files Collapse all files

7
db/migrate/20251125141213_add_category_to_trades.rb Normal file
View File

@@ -0,0 +1,7 @@
class AddCategoryToTrades < ActiveRecord::Migration[7.2]
def change
unless column_exists?(:trades, :category_id)
add_reference :trades, :category, null: true, foreign_key: true, type: :uuid
end
end
end