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Code Issues Releases Activity Actions

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
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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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app/models/balance.rb
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@ -3,7 +3,7 @@ class Balance < ApplicationRecord
belongs_to :account
validates :account, :date, :balance, presence: true
monetize :balance
monetize :balance, :cash_balance
scope :in_period, ->(period) { period.nil? ? all : where(date: period.date_range) }
scope :chronological, -> { order(:date) }
end