[verified] Implement account valuation history for issue 12
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@@ -64,6 +64,10 @@ def _source_coverage(
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"source": asset_report.get("source", ""),
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"is_closed_snapshot": bool(asset_report.get("is_closed_snapshot", False)),
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"net_worth": asset_report.get("net_worth"),
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"close_status": asset_report.get("close_status", ""),
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"warnings": asset_report.get("warnings", []),
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"missing_items": [item for item in asset_report.get("excluded_items", []) if "missing" in str(item.get("reason", ""))],
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"carried_items": [item for item in asset_report.get("included_items", []) if item.get("carried_forward")],
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},
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}
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@@ -108,6 +112,7 @@ def get_monthly_settlement_summary(month: str = "", db_path: str | None = None)
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reports={
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"cashflow": cashflow_report,
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"budget": budget_report,
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"assets": asset_report,
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},
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read_only=True,
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)
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