Maybe/test/fixtures/account/valuations.yml

collectable_one: { }
collectable_two: { }
collectable_three: { }

iou_one: { }

multi_currency_one: { }

savings_one: { }
savings_two: { }

brokerage_one: { }

mortgage_loan_one: { }

house_one: { }

car_one: { }
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`collectable_one: { }`
			`collectable_two: { }`
			`collectable_three: { }`
Add Live Data to Account Page (#464) * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo 2024-02-20 09:07:55 -05:00
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`iou_one: { }`
Add Live Data to Account Page (#464) * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo 2024-02-20 09:07:55 -05:00
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`multi_currency_one: { }`
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::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`savings_one: { }`
			`savings_two: { }`
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::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`brokerage_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::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`mortgage_loan_one: { }`
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
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`house_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::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`car_one: { }`