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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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A much more intuitive experience for viewing the account "Activity View".
We now show a "reconciliation" of how we got from the start-of-day balance to the end of day balance, including "adjustments":
Future considerations
It would probably be worth adding the following fields to the
balancestable and populating them during background data syncs. This would reduce some of the complexity for these balance reconciliations; especially on days with "Valuations" where we lose information about how much of which component changed:balance.cash_change_amount- how much of the balance change came from cash movements (transactions, trades)balance.non_cash_change_amount- how much of the balance change came from holding value changes, or in the case of a non-cash Loan account, how much the balance changed from principal paydownsbalance.adjustment_amount- how much of balance change was from theValuationadjustment