4 Commits

Author	SHA1	Message	Date
Zach Gollwitzer	f7f6ebb091	Use new balance components in activity feed (#2511) ... * Balance reconcilations with new components * Fix materializer and test assumptions * Fix investment valuation calculations and recon display * Lint fixes * Balance series uses new component fields	2025-07-23 18:15:14 -04:00
Zach Gollwitzer	da2045dbd8	Additional cache columns on balances for activity view breakdowns (#2505) ... * Initial schema iteration * Add new balance components * Add existing data migrator to backfill components * Update calculator test assertions for new balance components * Update flow assertions for forward calculator * Update reverse calculator flows assumptions * Forward calculator tests passing * Get all calculator tests passing * Assert flows factor	2025-07-23 10:06:25 -04:00
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	e657c40d19	Account:: namespace simplifications and cleanup (#2110) ... * Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB	2025-04-14 11:40:34 -04:00