Inflation tracking & inflation-adjusted portfolio view

[atrtde]

This PR introduces inflation awareness to the portfolio, so it's easier to understand how purchasing power changes over time and how inflation impacts real returns.

✨ What’s New

• Inflation tracking by country
  Inflation rates can be tracked per country, with initial data sourced from World Bank CPI statistics.

• Inflation-adjusted portfolio insights
  A new view compares nominal portfolio values with real (inflation-adjusted) values over time, making it easier to see the true performance of investments over time.

• Inflation rate management
  A dedicated settings page allows users to view, add, edit, or remove inflation rates as needed.

Implementation Details

Backend (Rust)

• Added a new inflation module with models, repositories, services, and traits

• Introduced a database migration for an inflation_rates table storing yearly rates by country

• Integrated the World Bank API to fetch CPI (Consumer Price Index) data

• Exposed Tauri commands for:

  • CRUD operations on inflation rates
  • Inflation-adjusted portfolio calculations

Frontend (React)

• New Inflation Insights page at /insights/inflation featuring an interactive chart comparing nominal vs real portfolio values
• Country selector with automatic default based on the user’s base currency
• Configurable reference date (month/day) for year-over-year comparisons
• New settings page at /settings/inflation-rates for managing inflation data
• Forms for adding and editing inflation rates, including data source tracking

Notes

• Initial support for 8 countries: US, UK, Germany, France, Canada, Japan, Australia, and Switzerland
• Calculates cumulative inflation starting from a user-selected base year
• Visualizes purchasing power erosion over time
• Uses the closest available valuation to a reference date (default: December 31st) for accurate year-end comparisons

[Copilot]

Pull request overview

This PR introduces comprehensive inflation tracking capabilities to help users understand real portfolio performance adjusted for purchasing power changes over time.

Key Changes:

• Backend inflation module with World Bank API integration for CPI data
• New inflation rates management UI with CRUD operations
• Interactive chart comparing nominal vs inflation-adjusted portfolio values
• Database migration for storing inflation rates by country and year

Reviewed changes

Copilot reviewed 28 out of 28 changed files in this pull request and generated 10 comments.

Show a summary per file

File	Description
src/routes.tsx	Adds route for inflation rates settings page
src/pages/settings/settings-layout.tsx	Adds navigation item for inflation settings
src/pages/settings/inflation-rates/inflation-rates-page.tsx	Main settings page for managing inflation rates with country filtering
src/pages/settings/inflation-rates/components/inflation-rate-item.tsx	Component for displaying individual inflation rate entries
src/pages/settings/inflation-rates/components/inflation-rate-form.tsx	Form for creating/editing inflation rates
src/pages/settings/inflation-rates/components/inflation-rate-edit-modal.tsx	Modal wrapper for inflation rate form
src/pages/settings/inflation-rates/use-inflation-rate-mutations.ts	React hooks for inflation rate data fetching and mutations
src/pages/insights/portfolio-insights.tsx	Adds inflation tab to portfolio insights
src/pages/insights/inflation/inflation-page.tsx	Main inflation insights page with chart and configuration
src/pages/insights/inflation/components/inflation-chart.tsx	Bar chart comparing nominal vs real values
src/lib/types.ts	Type definitions for inflation models
src/lib/schemas.ts	Zod validation schema for inflation rates
src/lib/query-keys.ts	Query keys for React Query cache management
src/commands/inflation-rates.ts	Frontend commands for Tauri/Web API calls
src-tauri/src/lib.rs	Registers inflation Tauri commands
src-tauri/src/context/registry.rs	Adds inflation service to service context
src-tauri/src/context/providers.rs	Initializes inflation repository and service
src-tauri/src/commands/mod.rs	Exports inflation command module
src-tauri/src/commands/inflation.rs	Tauri command handlers for inflation operations
src-core/src/schema.rs	Diesel schema for inflation_rates table
src-core/src/lib.rs	Exports inflation module
src-core/src/inflation/mod.rs	Module exports for inflation functionality
src-core/src/inflation/inflation_traits.rs	Trait definitions for repository and service
src-core/src/inflation/inflation_service.rs	Service implementation with World Bank API integration and calculations
src-core/src/inflation/inflation_repository.rs	Repository implementation for database operations
src-core/src/inflation/inflation_model.rs	Data models for inflation rates and World Bank API
src-core/migrations/2026-01-02-100000_create_inflation_rates/up.sql	Creates inflation_rates table with indexes
src-core/migrations/2026-01-02-100000_create_inflation_rates/down.sql	Migration rollback script

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