Commit Graph

3 Commits

Author SHA1 Message Date
Zach Gollwitzer
e8eb32d2ae Start and end balance breakdown in activity view (#2466)
* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
2025-07-18 17:56:25 -04:00
Zach Gollwitzer
3eea5a9891 Add auto-update strategies for current balance on manual accounts (#2460)
* Add auto-update strategies for current balance on manual accounts

* Remove deprecated BalanceUpdater, replace with new methods
2025-07-17 06:49:56 -04:00
Zach Gollwitzer
52333e3fa6 Add reconciliation manager (#2459)
* Add reconciliation manager

* Fix notes editing
2025-07-16 11:31:47 -04:00