2 Commits

Author	SHA1	Message	Date
ghost	894d705e83	perf(dashboard): streamline investment activity totals (#2257) ... * perf(dashboard): streamline investment activity totals * fix(dashboard): skip empty investment totals cache writes Short-circuit empty investment account totals before cache fetch and move the new SQL query capture regression helper into test/support. * refactor(dashboard): address review on investment totals query - Drop defensive ArgumentError guards in InvestmentStatement::Totals#initialize. The sole caller (totals_query) always passes correct types, and the empty_result early-return already handles the zero-accounts case. - Remove the redundant accounts JOIN and its family_id/status filters from the aggregation SQL. account_ids is already scoped to the family's visible (draft/active) investment accounts, so the join back to accounts is unnecessary work in the query plan. Drop the now-unused family_id param. - Add a regression assertion that the aggregate no longer joins accounts.	2026-06-18 20:18:18 +02:00
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