megaproxy
312594f3d2
- Net worth report, balance sheet, and daily snapshots now add holding
market values (falling back to cost basis) to investment-type account
balances (investment, pension, stocks_shares_isa, crypto_wallet)
- Accounts list shows total value for investment accounts with a
breakdown line ("£X cash + £Y holdings") when both are non-zero
- Add Holding modal gains a "Debit account for this purchase" toggle
that creates a matching withdrawal transaction, enabling proper cash
flow tracking for users who fund their brokerage via transfer first
- Both simple (holdings-only) and full cash-flow workflows produce
correct net worth figures without double-counting
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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| .. | ||
| api | ||
| core | ||
| db | ||
| ml | ||
| schemas | ||
| services | ||
| workers | ||
| __init__.py | ||
| config.py | ||
| dependencies.py | ||
| main.py | ||