[verified] Implement account valuation history for issue 12

This commit is contained in:
2026-10-06 08:25:43 +00:00
parent 5813dd4841
commit 8df7c26c84
30 changed files with 1950 additions and 121 deletions
@@ -64,6 +64,10 @@ def _source_coverage(
"source": asset_report.get("source", ""),
"is_closed_snapshot": bool(asset_report.get("is_closed_snapshot", False)),
"net_worth": asset_report.get("net_worth"),
"close_status": asset_report.get("close_status", ""),
"warnings": asset_report.get("warnings", []),
"missing_items": [item for item in asset_report.get("excluded_items", []) if "missing" in str(item.get("reason", ""))],
"carried_items": [item for item in asset_report.get("included_items", []) if item.get("carried_forward")],
},
}
@@ -108,6 +112,7 @@ def get_monthly_settlement_summary(month: str = "", db_path: str | None = None)
reports={
"cashflow": cashflow_report,
"budget": budget_report,
"assets": asset_report,
},
read_only=True,
)