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Start and end balance breakdown in activity view (#2466)
* Initial data objects * Remove trend calculator * Fill in balance reconciliation for entry group * Initial tooltip component * Balance trends in activity view * Lint fixes * trade partial alignment fix * Tweaks to balance calculation to acknowledge holdings value better * More lint fixes * Bump brakeman dep * Test fixes * Remove unused class
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27 changed files with 1088 additions and 119 deletions
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@ -3,13 +3,13 @@ module Account::Reconcileable
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def create_reconciliation(balance:, date:, dry_run: false)
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result = reconciliation_manager.reconcile_balance(balance: balance, date: date, dry_run: dry_run)
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sync_later if result.success?
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sync_later if result.success? && !dry_run
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result
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end
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def update_reconciliation(existing_valuation_entry, balance:, date:, dry_run: false)
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result = reconciliation_manager.reconcile_balance(balance: balance, date: date, existing_valuation_entry: existing_valuation_entry, dry_run: dry_run)
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sync_later if result.success?
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sync_later if result.success? && !dry_run
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result
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end
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