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Start and end balance breakdown in activity view (#2466)
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* 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
This commit is contained in:
Zach Gollwitzer 2025-07-18 17:56:25 -04:00 committed by GitHub
parent ab6fdbbb68
commit e8eb32d2ae
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27 changed files with 1088 additions and 119 deletions

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@ -3,13 +3,13 @@ module Account::Reconcileable
def create_reconciliation(balance:, date:, dry_run: false)
result = reconciliation_manager.reconcile_balance(balance: balance, date: date, dry_run: dry_run)
sync_later if result.success?
sync_later if result.success? && !dry_run
result
end
def update_reconciliation(existing_valuation_entry, balance:, date:, dry_run: false)
result = reconciliation_manager.reconcile_balance(balance: balance, date: date, existing_valuation_entry: existing_valuation_entry, dry_run: dry_run)
sync_later if result.success?
sync_later if result.success? && !dry_run
result
end