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

..

accountable_sparklines

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

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

accounts

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

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

api/v1

Add categories endpoint in API (#460)

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

assistant_messages

Light / dark assistant icon

2025-05-02 11:36:32 -04:00

budget_categories

Fix budgets page UI (#427)

2025-12-09 21:02:23 +01:00

budgets

Fix budgets page UI (#427)

2025-12-09 21:02:23 +01:00

categories

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

category

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

chats

Demo warning in /chat UI (#466)

2025-12-19 16:30:21 +01:00

coinstats_items

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

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

credit_cards

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

cryptos

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

depositories

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

developer_messages

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

doorkeeper

Make branding configurable (#173)

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

email_confirmation_mailer

Fix EU plaid flow (#1761)

2025-01-31 17:04:26 -05:00

enable_banking_items

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

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

entries

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

family_exports

copilot suggestion

2026-01-05 02:13:12 +01:00

family_merchants

Display provider merchants alongside family merchants (#418)

2025-12-05 22:15:07 +01:00

holdings

Simplefin enhancements v2 (#267)

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

impersonation_sessions

More rebranding changes (#159)

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

import

Fix missing product_name interpolation in all import confirmations (#475)

2025-12-20 18:14:36 +01:00

imports

Add rules import/export support (#424)

2025-12-07 13:20:54 +01:00

investments

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

invitation_mailer

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invitations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invite_codes

Add ability to delete invite codes (#153)

2025-09-22 09:29:23 +02:00

layouts

Merge pull request #511 from we-promise/codex/conditionally-load-plaid-javascript-library

2026-01-07 17:15:05 +01:00

loans

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

lunchflow_items

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

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

messages

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

mfa

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

oidc_accounts

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

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

onboardings

Expand budgeting icon options (#341)

2025-12-12 16:05:53 +01:00

other_assets

Add UI clarity for non-cash account balance tracking (#336)

2025-11-17 18:20:39 +01:00

other_liabilities

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pages

Add investment tracking to expenses (#381)

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

password_mailer

Make branding configurable (#173)

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

password_resets

Password reset back button also after confirmation

2025-10-07 19:35:57 +02:00

passwords

…

plaid_items

Scope Plaid Link script to Plaid flows

2025-12-29 01:39:58 +01:00

properties

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pwa

PWA offline error page + login page cleanup (#327)

2025-11-16 21:12:48 +01:00

recurring_transactions

Settings page UI improvements (#495)

2025-12-24 01:20:35 +01:00

registrations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

reports

Add investment tracking to expenses (#381)

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

rule

Fix action value rendering for text-type executors in rule form (#527)

2025-12-31 10:46:26 +01:00

rules

Implement Run all rules (#582)

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

securities

feat: Add Twelve Data provider for exchange rates and securities (#2)

2025-07-31 23:31:37 +02:00

sessions

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

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

settings

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

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

shared

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

simplefin_items

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

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

subscriptions

More rebranding changes (#159)

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

tag/deletions

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

tags

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

trades

Add investment tracking to expenses (#381)

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

transactions

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

transfer_matches

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

transfers

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

user_messages

Implement dark mode (#2078)

2025-04-11 09:28:00 -05:00

users

More rebranding changes (#159)

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

valuations

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

vehicles

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00