Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-28 01:29:39 +02:00
Code Issues Releases Activity Actions
Maybe/test/fixtures/accounts.yml

82 lines
1.4 KiB
YAML
Raw Normal View History

Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
other_asset:
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
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: OtherAsset
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
other_liability:
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
family: dylan_family
name: IOU (personal debt to friend)
balance: 200
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: OtherLiability
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Initial commit
2024-02-02 09:05:04 -06:00
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
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
family: dylan_family
name: Checking Account
balance: 5000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: Depository
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Basic Plaid Integration (#1433) * Basic plaid data model and linking * Remove institutions, add plaid items * Improve schema and Plaid provider * Add webhook verification sketch * Webhook verification * Item accounts and balances sync setup * Provide test encryption keys * Fix test * Only provide encryption keys in prod * Try defining keys in test env * Consolidate account sync logic * Add back plaid account initialization * Plaid transaction sync * Sync UI overhaul for Plaid * Add liability and investment syncing * Handle investment webhooks and process current day holdings * Remove logs * Remove "all" period select for performance * fix amount calc * Remove todo comment * Coming soon for investment historical data * Document Plaid configuration * Listen for holding updates
2024-11-15 13:49:37 -05:00
connected:
family: dylan_family
name: Connected Account
balance: 5000
currency: USD
accountable_type: Depository
accountable: two
plaid_account: one
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
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: CreditCard
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
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
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
investment:
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
family: dylan_family
name: Robinhood Brokerage Account
balance: 10000
Plaid portfolio sync algorithm and calculation improvements (#1526) * Start tests rework * Cash balance on schema * Add reverse syncer * Reverse balance sync with holdings * Reverse holdings sync * Reverse holdings sync should work with only trade entries * Consolidate brokerage cash * Add forward sync option * Update new balance info after syncs * Intraday balance calculator and sync fixes * Show only balance for trade entries * Tests passing * Update Gemfile.lock * Cleanup, performance improvements * Remove account reloads for reliable sync outputs * Simplify valuation view logic * Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
cash_balance: 5000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: Investment
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
loan:
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
family: dylan_family
name: Mortgage Loan
balance: 500000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: Loan
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
property:
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
family: dylan_family
name: 123 Maybe Court
balance: 550000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: Property
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
vehicle:
Transaction transfers, payments, and matching (#883) * Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
2024-06-19 06:52:08 -04:00
family: dylan_family
name: Honda Accord
balance: 18000
Add default currencies to forms based on preference (#994) * Add default currencies to forms based on preference * Remove dev debugging
2024-07-17 08:57:17 -04:00
currency: USD
Account namespace updates: part 1 (#893) * Rename accountable types * Merge conflicts * Fix broken tests * Add back sidebar changes
2024-06-20 07:26:25 -04:00
accountable_type: Vehicle
Account::Sync model and test fixture simplifications (#968) * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
accountable: one
Account Activity View + Account Forms (#1406) * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects
2024-11-04 20:27:31 -05:00
crypto:
family: dylan_family
name: Bitcoin
balance: 10000
currency: USD
accountable_type: Crypto
accountable: one
Copy permalink