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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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4
app/views/valuations/_confirmation_contents.html.erb
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@ -2,8 +2,8 @@
<div class="space-y-4 text-sm text-secondary">
<% if account.investment? %>
<% holdings_value = reconciliation_dry_run.new_balance - reconciliation_dry_run.new_cash_balance %>
<% brokerage_cash = reconciliation_dry_run.new_cash_balance %>
<% brokerage_cash = reconciliation_dry_run.new_cash_balance || 0 %>
<% holdings_value = reconciliation_dry_run.new_balance - brokerage_cash %>
<p>This will <%= action_verb %> the account value on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to:</p>