Herculino Trotta 0093cabfc9 fix(investments): solve short-period return over the holding period ...

Holdings under a year annualized their rate before turning it back into
the period return, so a few days with a modest gain (+1.3% in one day is
~10,600% a year) fell outside xirr's search range and showed no percentage.
Solve the rate over the period held instead.

2026-11-10 20:35:03 -03:00

..

accounts

fix(investments): count income categories on unit-priced accounts and transfers at their own amount

2026-11-08 18:05:17 -03:00

api

fix(api): save income categories, tags and entities on account create and update

2026-11-08 17:57:56 -03:00

bank_sync

feat(bank-sync): add Pluggy provider

2026-11-08 16:10:38 -03:00

calendar_view

feat(transactions): link transfer sides and show them as a single item

2026-11-02 01:14:46 -03:00

common

feat(demo): add investment examples to the demo data

2026-11-08 17:17:16 -03:00

currencies

fix(currencies): renumber retention migration after main's 0026

2026-11-08 15:06:14 -03:00

dca

Merge remote-tracking branch 'origin/main' into feat/investments

2026-11-08 15:01:22 -03:00

export_app

Merge remote-tracking branch 'origin/main' into feat/bank-sync-2

2026-11-08 16:17:06 -03:00

import_app

fix(import): resolve symlinks when checking the upload path

2026-11-08 03:09:04 -03:00

insights

feat(transactions): link transfer sides and show them as a single item

2026-11-02 01:14:46 -03:00

investments

fix(investments): solve short-period return over the holding period

2026-11-10 20:35:03 -03:00

mini_tools

test(simulator): cover baseline calculation and page

2026-10-10 15:26:59 -03:00

monthly_overview

feat(transactions): link transfer sides and show them as a single item

2026-11-02 01:14:46 -03:00

net_worth

feat(net-worth): add consolidated chart lines

2026-08-15 14:36:13 -03:00

rules

fix(rules): write set_mute action to mute instead of is_paid

2026-10-21 21:51:22 +04:00

transactions

fix(transactions): keep a recurrence on its day after a short month

2026-11-10 03:51:15 +05:30

users

test(auth): add positive controls for local login and tighten basic auth check

2026-11-02 16:41:52 -03:00

yearly_overview

fix(yearly-overview): display total for archived accounts

2025-08-30 11:12:47 -03:00

__init__.py

initial commit

2024-09-26 11:00:40 -03:00