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
Zach Gollwitzer
e4ee06c9f6
Security resolver and health checker ( #2281 )
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* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
2025-05-22 12:43:24 -04:00
Zach Gollwitzer
c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports ( #1947 )
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* Rough draft
* Schema conflict update
* Implement signage
* Update system tests
* Lint fixes
2025-04-18 10:48:10 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* 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
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation ( #1997 )
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* Ignore env.test from source control
* Simplification of providers interface
* Synth tests
* Update money to use new find rates method
* Remove unused issues code
* Additional issue feature removals
* Update price data fetching and tests
* Update documentation for providers
* Security test fixes
* Fix self host test
* Update synth usage data access
* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet ( #1926 )
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* Simplify provider concerns
* Update tests
* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports ( #1822 )
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* Add exchange and currency fields to trade imports
* Add exchange_operating_mic support for trade imports - Added required columns and updated models
* refactor: remove exchange and currency columns
* fix: consolidate import schema and remove redundant columns
* feat: Enhance trade import with exchange_operating_mic support
* Revert changes to existing migration
* Simplify migration to use change method
* Restore previously deleted migration
* Remove unused import_col_labels method
* Update schema.rb after running migrations
* Update trade_import.rb and fix schema.rb with db:migrate:reset
* fix: improve trade import security creation
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Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com >
2025-02-24 10:00:24 -05:00
