Commit Graph

2 Commits

Author SHA1 Message Date
CrossDrain
52083d5774 feat(reports): add Period Return card to Investment Performance (#1962)
* feat(reports): add Period Return card to Investment Performance tab

Surfaces market-only return (absolute + %) for the selected period using
net_market_flows from the balances table, excluding contributions and
withdrawals. Appears in both the interactive report and the print view.

* docs: remove TODOS.md; fold FX fallback caveat into PR description

The single V2 item (Period Return's 1:1 FX fallback on missing rates) is
now documented under Known Limitations in the PR description, so a tracked
file in the repo root is redundant.

* fix(investment_statement): align start_value denominator scope and FX handling

Add status filter to match absolute_return, and move FX conversion into
SQL so pre-period balances are found even when an account's currency was
changed after balances were recorded.
2026-05-28 14:49:04 +02:00
soky srm
97eacc515c Investments currency fix (#1436)
* Investments currency fix

* FIX Money multiplication
2026-04-11 15:09:59 +02:00