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Code Issues Releases Activity Actions

Add Local Development Demo Data (#502)

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* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests
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Zach Gollwitzer 2024-02-29 16:35:54 -05:00 • committed by GitHub
parent dbf575c02a
commit 14641d16de
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12 changed files with 368 additions and 62 deletions
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app/models/account/balance_calculator.rb
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@ -11,6 +11,7 @@ class Account::BalanceCalculator
oldest_entry = [ valuations.first, transactions.first ].compact.min_by(&:date)
net_transaction_flows = transactions.sum(&:amount)
net_transaction_flows *= -1 if @account.classification == :liability
implied_start_balance = oldest_entry.is_a?(Valuation) ? oldest_entry.value : @account.balance + net_transaction_flows
prior_balance = implied_start_balance
@ -21,6 +22,7 @@ class Account::BalanceCalculator
current_balance = valuation.value
else
current_day_net_transaction_flows = transactions.select { |t| t.date == date }.sum(&:amount)
current_day_net_transaction_flows *= -1 if @account.classification == :liability
current_balance = prior_balance - current_day_net_transaction_flows
end