Scaffold out Account Syncing (#474)

* 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

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests

db/migrate/20240221004818_remove_valuation_type.rb

@@ -0,0 +1,5 @@
+class RemoveValuationType < ActiveRecord::Migration[7.2]
+  def change
+    remove_column :valuations, :type, :string
+  end
+end

db/migrate/20240222144849_add_status_to_account.rb

@@ -0,0 +1,5 @@
+class AddStatusToAccount < ActiveRecord::Migration[7.2]
+  def change
+    add_column :accounts, :status, :string, default: "OK"
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_02_15_201527) do
+ActiveRecord::Schema[7.2].define(version: 2024_02_22_144849) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -78,6 +78,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_02_15_201527) do
     t.string "original_currency", default: "USD"
     t.decimal "converted_balance", precision: 19, scale: 4, default: "0.0"
     t.string "converted_currency", default: "USD"
+    t.string "status", default: "OK"
     t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
     t.index ["family_id"], name: "index_accounts_on_family_id"
   end
@@ -207,7 +208,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_02_15_201527) do
   end
 
   create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
-    t.string "type", null: false
     t.uuid "account_id", null: false
     t.date "date", null: false
     t.decimal "value", precision: 19, scale: 4, null: false

db/seeds.rb

@@ -32,16 +32,15 @@ account = Account.create_or_find_by(name: "Seed Property Account", accountable:
 puts "Account created: #{account.name}"
 
 # Represent user-defined "Valuations" at various dates
-appraisals = [
-  { date: Date.today - 30, balance: 300000 },
-  { date: Date.today - 22, balance: 300700 },
-  { date: Date.today - 17, balance: 301400 },
-  { date: Date.today - 10, balance: 300000 },
-  { date: Date.today - 3, balance: 301900 }
+valuations = [
+  { date: Date.today - 30, value: 300000 },
+  { date: Date.today - 22, value: 300700 },
+  { date: Date.today - 17, value: 301400 },
+  { date: Date.today - 10, value: 300000 },
+  { date: Date.today - 3, value: 301900 }
 ]
 
-# In prod, this would be calculated from the current balance and the appraisals with a background job
-# Hardcoded for readability
+# Represent system-generated "Balances" at various dates, based on valuations
 balances = [
   { date: Date.today - 30, balance: 300000 },
   { date: Date.today - 29, balance: 300000 },
@@ -73,17 +72,16 @@ balances = [
   { date: Date.today - 3, balance: 301900 },
   { date: Date.today - 2, balance: 301900 },
   { date: Date.today - 1, balance: 301900 },
-  { date: Date.today, balance: 302000 }
+  { date: Date.today, balance: current_balance }
 ]
 
-
-appraisals.each do |appraisal|
-  Appraisal.find_or_create_by(
+valuations.each do |valuation|
+  Valuation.find_or_create_by(
     account_id: account.id,
-    date: appraisal[:date]
-  ) do |appraisal_record|
-    appraisal_record.value = appraisal[:balance]
-    appraisal_record.currency = "USD"
+    date: valuation[:date]
+  ) do |valuation_record|
+    valuation_record.value = valuation[:value]
+    valuation_record.currency = "USD"
   end
 end
 
@@ -93,6 +91,5 @@ balances.each do |balance|
     date: balance[:date]
   ) do |balance_record|
     balance_record.balance = balance[:balance]
-    balance_record.currency = "USD"
   end
 end