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Add investment tracking to expenses (#381)

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* 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
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3
test/controllers/categories_controller_test.rb
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@@ -84,7 +84,8 @@ class CategoriesControllerTest < ActionDispatch::IntegrationTest
end
test "bootstrap" do
assert_difference "Category.count", 19 do
# 22 default categories minus 2 that already exist in fixtures (Income, Food & Drink)
assert_difference "Category.count", 20 do
post bootstrap_categories_url
end