Maybe/test/fixtures/accounts.yml

# Account with only valuations
collectable:
  family: dylan_family
  name: Collectable Account
  balance: 550
  accountable_type: Account::OtherAsset

# Account with only transactions
checking:
  family: dylan_family
  name: Checking Account
  balance: 5000
  accountable_type: Account::Depository

# Account with both transactions and valuations
savings_with_valuation_overrides:
  family: dylan_family
  name: Savings account with valuation overrides
  balance: 20000
  accountable_type: Account::Depository

# Liability account
credit_card:
  family: dylan_family
  name: Credit Card
  balance: 1000
  accountable_type: Account::Credit
Prepare fixture data for account sync tests (#493) * Rename account balance field for clarity `original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account. * Prepare fixture data for account sync testing * Update to new field * Fix conflicts * Remove local schema change 2024-02-27 12:43:49 -05:00			`# Account with only valuations`
Basic Account Balance Sync Algorithm (#501) * Sketch out sync interface * Add basic account sync algorithm * Update logic for final balance in series * Remove start_date concept * Clean up tests * Improve clarity of test * Update app/models/account.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/transaction.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/valuation.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Re-organize code, simplify job interface * Consolidate balance calculations * More cleanup --------- Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Co-authored-by: Rob Zolkos <rob@zolkos.com> 2024-02-29 08:32:52 -05:00			`collectable:`
Add initial model tests with starter fixtures for User, Family, and Account (#281) * Add initial user fixture * Add initial tests for the User model * Add initial tests for Family and a valid Account * Pass rubocop 2024-02-03 13:07:23 -06:00			`family: dylan_family`
Basic Account Balance Sync Algorithm (#501) * Sketch out sync interface * Add basic account sync algorithm * Update logic for final balance in series * Remove start_date concept * Clean up tests * Improve clarity of test * Update app/models/account.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/transaction.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/valuation.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Re-organize code, simplify job interface * Consolidate balance calculations * More cleanup --------- Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Co-authored-by: Rob Zolkos <rob@zolkos.com> 2024-02-29 08:32:52 -05:00			`name: Collectable Account`
			`balance: 550`
Net worth calculation (#508) * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Fix lint errors 2024-03-04 08:31:22 -05:00			`accountable_type: Account::OtherAsset`
Initial commit 2024-02-02 09:05:04 -06:00
Prepare fixture data for account sync tests (#493) * Rename account balance field for clarity `original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account. * Prepare fixture data for account sync testing * Update to new field * Fix conflicts * Remove local schema change 2024-02-27 12:43:49 -05:00			`# Account with only transactions`
			`checking:`
			`family: dylan_family`
			`name: Checking Account`
			`balance: 5000`
Net worth calculation (#508) * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Fix lint errors 2024-03-04 08:31:22 -05:00			`accountable_type: Account::Depository`
Prepare fixture data for account sync tests (#493) * Rename account balance field for clarity `original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account. * Prepare fixture data for account sync testing * Update to new field * Fix conflicts * Remove local schema change 2024-02-27 12:43:49 -05:00
			`# Account with both transactions and valuations`
			`savings_with_valuation_overrides:`
			`family: dylan_family`
			`name: Savings account with valuation overrides`
			`balance: 20000`
Net worth calculation (#508) * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Fix lint errors 2024-03-04 08:31:22 -05:00			`accountable_type: Account::Depository`
Add Local Development Demo Data (#502) * Clean up seeds, add development demo data * Handle liability account display and sync * Fix tests 2024-02-29 16:35:54 -05:00
			`# Liability account`
			`credit_card:`
			`family: dylan_family`
			`name: Credit Card`
			`balance: 1000`
Net worth calculation (#508) * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Fix lint errors 2024-03-04 08:31:22 -05:00			`accountable_type: Account::Credit`