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Maybe/test/fixtures/accounts.yml

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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
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
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
accountable: other_asset_collectable
iou:
family: dylan_family
name: IOU (personal debt to friend)
balance: 200
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
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
accountable: other_liability_iou
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
checking:
family: dylan_family
name: Checking Account
balance: 5000
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
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
accountable: depository_checking
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
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
savings:
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
Account namespace updates: part 4 (transfers, singular namespacing) (#896) * Move Transfer to Account namespace * Fix partial resolution due to namespacing plurality * Make category and tag controllers consistent with namespacing convention * Update stale partial reference
2024-06-20 13:32:44 -04:00
name: Savings account
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
balance: 19700
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
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
accountable: depository_savings
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
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
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
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
accountable: credit_one
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
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
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
accountable: depository_eur_checking
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
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
balance: 9467
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
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
accountable: depository_multi_currency
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
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
brokerage:
family: dylan_family
name: Robinhood Brokerage Account
currency: USD
balance: 10000
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
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
accountable: investment_brokerage
mortgage_loan:
family: dylan_family
name: Mortgage Loan
currency: USD
balance: 500000
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
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
accountable: loan_mortgage
house:
family: dylan_family
name: 123 Maybe Court
currency: USD
balance: 550000
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
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
accountable: property_house
car:
family: dylan_family
name: Honda Accord
currency: USD
balance: 18000
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
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
accountable: vehicle_honda_accord
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