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

..

api/v1

Add categories endpoint in API (#460)

2025-12-17 15:00:01 +01:00

category

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

concerns

Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.

2025-06-01 06:37:46 -05:00

import

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

settings

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

tag

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

transactions

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

accountable_sparklines_controller_test.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts_controller_test.rb

Keep disabled accounts visible for toggling (#361)

2025-11-21 20:02:25 +01:00

categories_controller_test.rb

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

chats_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

coinstats_items_controller_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

credit_cards_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

cryptos_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

currencies_controller_test.rb

Shared money input should respond to change in currency (#654)

2024-04-20 08:07:06 -04:00

current_sessions_controller_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller_test.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

family_exports_controller_test.rb

Reorganize Settings sections + add LLM model/prompt configs (#116)

2025-08-22 20:43:24 +02:00

family_merchants_controller_test.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

holdings_controller_test.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

impersonation_sessions_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

imports_controller_test.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

investments_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller_test.rb

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

invite_codes_controller_test.rb

fix: Only admins can generate invite codes (#1611)

2025-01-23 20:47:51 -05:00

loans_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

messages_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mfa_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

oidc_accounts_controller_test.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

onboardings_controller_test.rb

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

other_assets_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller_test.rb

First quick Sure rebrand (#74)

2025-08-05 23:35:01 +02:00

password_resets_controller_test.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

plaid_items_controller_test.rb

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

properties_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

registrations_controller_test.rb

Feature: Implement Mobile Responsiveness (#2092)

2025-04-18 08:23:10 -05:00

reports_controller_test.rb

Fix test (#399)

2025-12-01 13:08:48 +01:00

rules_controller_test.rb

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

sessions_controller_test.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

simplefin_items_controller_test.rb

Add stale SimpleFin account detection and improve unlink cleanup (#574)

2026-01-08 15:38:13 +01:00

subscriptions_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

tags_controller_test.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

trades_controller_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transactions_controller_test.rb

Add support for manual recurring transaction creation (#311)

2025-11-14 00:31:12 +01:00

transfer_matches_controller_test.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

transfers_controller_test.rb

Fix: Fix unalble to reject automatched transfers (#2102)

2025-04-14 09:05:25 -04:00

users_controller_test.rb

Add "Reset account" followed by sample data preload (#163)

2025-09-25 11:43:23 +02:00

valuations_controller_test.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

vehicles_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

webhooks_controller_test.rb

Billing (#1269)

2024-10-08 14:37:47 -05:00