3 Commits

Author	SHA1	Message	Date
soky srm	6ebe8da928	Add investment tracking to expenses (#381) ... * 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>	2026-01-09 13:03:40 +01:00
Zach Gollwitzer	9110ab27d2	Centralize entry naming (#2454) ... * Centralize entry naming * Lint fixes, code style	2025-07-10 18:40:38 -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