sure/config at ca4fb7995c0ebc78fff7bbeb912d19d18e418835 - sure

QT/sure

mirror of https://github.com/we-promise/sure.git synced 2026-06-02 01:09:01 +00:00

Files

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

environments

No CACHE_REDIS_URL used anywhere else (#323 )

2025-11-13 23:37:03 +01:00

initializers

Update version to 0.6.7-alpha.3

2026-01-08 14:51:55 +01:00

locales

Add investment tracking to expenses (#381 )

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

application.rb

Skip generators autoloading (#430 )