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d4ab29ae1bc03f6bae073d9669aa32f434cc94de
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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
52333e3fa6 Add reconciliation manager (#2459) 
* Add reconciliation manager

* Fix notes editing
 2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e Add confirmation dialog for balance reconciliation creates and updates (#2457) 2025-07-15 18:58:40 -04:00