* Add tax treatment metrics to reports, forms, and models
- Implement `build_gains_by_tax_treatment` for grouping gains by tax treatment
- Update investment performance view with tax treatment breakdown
- Add tax treatment field to crypto and investments forms
- Introduce `realized_gain_loss` calculation in the Trade model
- Group investment subtypes by region for improved dropdown organization
* Optimize investment performance report by reducing N+1 queries
- Eager-load associations in `build_gains_by_tax_treatment` to minimize database queries
- Preload holdings for realized gain/loss calculations in trades
- Refactor views to standardize "no data" placeholder using translations
- Adjust styling in tax treatment breakdown for improved layout
* Enhance investment performance translations and optimize holdings lookup logic
- Update `holdings_count` and `sells_count` translations to handle pluralization
- Refactor views to use pluralized translation keys with count interpolation
- Optimize preloaded holdings lookup in `Trade` to ensure deterministic selection using `select` and `max_by`
* Refine preloaded holdings logic in `Trade` model
- Treat empty preloaded holdings as authoritative to prevent unnecessary DB queries
- Add explicit fallback behavior for database query when holdings are not preloaded
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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* Add lookbook + viewcomponent, organize design system file
* Build menu component
* Button updates
* More button fixes
* Replace all menus with new ViewComponent
* Checkpoint: fix tests, all buttons and menus converted
* Split into Link and Button components for clarity
* Button cleanup
* Simplify custom confirmation configuration in views
* Finalize button, link component API
* Add toggle field to custom form builder + Component
* Basic tabs component
* Custom tabs, convert all menu / tab instances in app
* Gem updates
* Centralized icon helper
* Update all icon usage to central helper
* Lint fixes
* Centralize all disclosure instances
* Dialog replacements
* Consolidation of all dialog styles
* Test fixes
* Fix app layout issues, move to component with slots
* Layout simplification
* Flakey test fix
* Fix dashboard mobile issues
* Finalize homepage
* Lint fixes
* Fix shadows and borders in dark mode
* Fix tests
* Remove stale class
* Fix filled icon logic
* Move transparent? to public interface
* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
