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Maybe/test/fixtures/accounts.yml

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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
Dashboard View and Calculations (#521) * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging
2024-03-06 09:56:59 -05:00
accountable_id: "123e4567-e89b-12d3-a456-426614174002"
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
Dashboard View and Calculations (#521) * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging
2024-03-06 09:56:59 -05:00
accountable_id: "123e4567-e89b-12d3-a456-426614174000"
Add institution management and account editing controls (#868) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
2024-06-13 14:37:27 -04:00
institution: chase
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
Dashboard View and Calculations (#521) * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging
2024-03-06 09:56:59 -05:00
accountable_id: "123e4567-e89b-12d3-a456-426614174001"
Add institution management and account editing controls (#868) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
2024-06-13 14:37:27 -04:00
institution: chase
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
Dashboard View and Calculations (#521) * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging
2024-03-06 09:56:59 -05:00
accountable_id: "123e4567-e89b-12d3-a456-426614174003"
Add institution management and account editing controls (#868) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
2024-06-13 14:37:27 -04:00
institution: chase
Multi-Currency Part 2 (#543) * Support all currencies, handle outside DB * Remove currencies from seed * Fix account balance namespace * Set default currency on authentication * Cache currency instances * Implement multi-currency syncs with tests * Series fallback, passing tests * Fix conflicts * Make value group concrete class that works with currency values * Fix migration conflict * Update tests to expect multi-currency results * Update account list to use group method * Namespace updates * Fetch unknown exchange rates from API * Fix date range bug * Ensure demo data works without external API * Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
eur_checking:
family: dylan_family
name: Euro Checking Account
currency: EUR
balance: 12000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174004"
Add institution management and account editing controls (#868) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
2024-06-13 14:37:27 -04:00
institution: revolut
Multi-Currency Part 2 (#543) * Support all currencies, handle outside DB * Remove currencies from seed * Fix account balance namespace * Set default currency on authentication * Cache currency instances * Implement multi-currency syncs with tests * Series fallback, passing tests * Fix conflicts * Make value group concrete class that works with currency values * Fix migration conflict * Update tests to expect multi-currency results * Update account list to use group method * Namespace updates * Fetch unknown exchange rates from API * Fix date range bug * Ensure demo data works without external API * Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
# Multi-currency account (e.g. Wise, Revolut, etc.)
multi_currency:
family: dylan_family
name: Multi Currency Account
currency: USD # multi-currency accounts still have a "primary" currency
balance: 10000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174005"
Add institution management and account editing controls (#868) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
2024-06-13 14:37:27 -04:00
institution: revolut
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