soky srm
6ebe8da928
Add investment tracking to expenses ( #381 )
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* 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
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Signed-off-by: soky srm <sokysrm@gmail.com >
2026-01-09 13:03:40 +01:00
Juan José Mata
54bc37a651
Remove Synth Finance references ( #47 )
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* Remove Synth Finance integration
* Linter noise
* Fix failing (old) test, use it for Twelve Data
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com >
2025-08-02 00:28:55 +02:00
Zach Gollwitzer
9110ab27d2
Centralize entry naming ( #2454 )
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* Centralize entry naming
* Lint fixes, code style
2025-07-10 18:40:38 -04:00
Zach Gollwitzer
1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations ( #2388 )
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* add kind to transaction model
* Basic transfer creator
* Fix method naming conflict
* Creator form pattern
* Remove stale methods
* Tweak migration
* Remove BaseQuery, write entire query in each class for clarity
* Query optimizations
* Remove unused exchange rate query lines
* Remove temporary cache-warming strategy
* Fix test
* Update transaction search
* Decouple transactions endpoint from IncomeStatement
* Clean up transactions controller
* Update cursor rules
* Cleanup comments, logic in search
* Fix totals logic on transactions view
* Fix pagination
* Optimize search totals query
* Default to last 30 days on transactions page if no filters
* Decouple transactions list from transfer details
* Revert transfer route
* Migration reset
* Bundle update
* Fix matching logic, tests
* Remove unused code
2025-06-20 13:31:58 -04:00
