CrossDrain 52083d5774 feat(reports): add Period Return card to Investment Performance (#1962) ...

* feat(reports): add Period Return card to Investment Performance tab

Surfaces market-only return (absolute + %) for the selected period using
net_market_flows from the balances table, excluding contributions and
withdrawals. Appears in both the interactive report and the print view.

* docs: remove TODOS.md; fold FX fallback caveat into PR description

The single V2 item (Period Return's 1:1 FX fallback on missing rates) is
now documented under Known Limitations in the PR description, so a tracked
file in the repo root is redundant.

* fix(investment_statement): align start_value denominator scope and FX handling

Add status filter to match absolute_return, and move FX conversion into
SQL so pre-period balances are found even when an account's currency was
changed after balances were recorded.

2026-05-28 14:49:04 +02:00

..

channels/application_cable

Initial commit

2024-02-02 09:05:04 -06:00

components

fix(design-system): DS::Menu add :icon_sm variant for dense action lists (#1930)

2026-05-23 09:18:16 +02:00

controllers

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

data_migrations

Additional cache columns on balances for activity view breakdowns (#2505)

2025-07-23 10:06:25 -04:00

fixtures

Add Actual Budget CSV import flow (#1830)

2026-05-18 18:38:53 +02:00

helpers

feat(imports): verify Sure NDJSON import readback (#1869)

2026-05-20 21:35:22 +02:00

integration

fix(a11y): add skip-link and aria-current="page" to application layout (#1781)

2026-05-14 21:53:31 +02:00

interfaces

fix: currency being ignored for properties (#1556)

2026-04-29 13:47:32 +02:00

javascript

feat(dashboard): zoom into cashflow sankey categories (#1807)

2026-05-20 21:17:35 +02:00

jobs

fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975)

2026-05-28 00:01:34 +02:00

lib

feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)

2026-05-19 13:37:10 +02:00

mailers

Add scheduled DemoFamilyRefreshJob to rebuild demo data daily (#1217)

2026-03-17 19:41:26 +01:00

migrations

Add Plaid migration constant alias (#1235)

2026-03-21 01:03:19 +01:00

models

feat(reports): add Period Return card to Investment Performance (#1962)

2026-05-28 14:49:04 +02:00

policies

refactor: improve SSO provider management and logging

2026-01-03 21:13:24 -05:00

services

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

support

feat: Add LLM prompt for API endpoint consistency (#949)

2026-02-10 23:36:25 +01:00

system

feat(design-system): split DS::Menu into strict action-list + new DS::Popover (#1850)

2026-05-20 18:30:25 +02:00

vcr_cassettes

More rebranding changes (#159)

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

views

fix(a11y): add skip-link and aria-current="page" to application layout (#1781)

2026-05-14 21:53:31 +02:00

api_endpoint_consistency_rule_test.rb

feat: Add LLM prompt for API endpoint consistency (#949)

2026-02-10 23:36:25 +01:00

application_system_test_case.rb

Add Actual Budget CSV import flow (#1830)

2026-05-18 18:38:53 +02:00

encryption_verification_test.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

i18n_test.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

test_helper.rb

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00