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Code Issues Releases Activity Actions 1

Start and end balance anchors for historical account balances (#2455)
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* Add kind field to valuation

* Fix schema conflict

* Add kind to valuation

* Scaffold opening balance manager

* Opening balance manager implementation

* Update account import to use opening balance manager + tests

* Update account to use opening balance manager

* Fix test assertions, usage of current balance manager

* Lint fixes

* Add Opening Balance manager, add tests to forward calculator

* Add credit card to "all cash" designation

* Simplify valuation model

* Add current balance manager with tests

* Add current balance logic to reverse calculator and plaid sync

* Tweaks to initial calc logic

* Ledger testing helper, tweak assertions for reverse calculator

* Update test assertions

* Extract balance transformer, simplify calculators

* Algo simplifications

* Final tweaks to calculators

* Cleanup

* Fix error, propagate sync errors up to parent

* Update migration script, valuation naming
This commit is contained in:
Zach Gollwitzer 2025-07-15 11:42:41 -04:00 • committed by GitHub
parent 9110ab27d2
commit c1d98fe73b
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35 changed files with 1903 additions and 355 deletions
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10
app/models/demo/generator.rb
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@ -1174,7 +1174,7 @@ class Demo::Generator
# Property valuations (these accounts are valued, not transaction-driven)
@home.entries.create!(
entryable: Valuation.new,
entryable: Valuation.new(kind: "current_anchor"),
amount: 350_000,
name: Valuation.build_current_anchor_name(@home.accountable_type),
currency: "USD",
@ -1183,7 +1183,7 @@ class Demo::Generator
# Vehicle valuations (these depreciate over time)
@honda_accord.entries.create!(
entryable: Valuation.new,
entryable: Valuation.new(kind: "current_anchor"),
amount: 18_000,
name: Valuation.build_current_anchor_name(@honda_accord.accountable_type),
currency: "USD",
@ -1191,7 +1191,7 @@ class Demo::Generator
)
@tesla_model3.entries.create!(
entryable: Valuation.new,
entryable: Valuation.new(kind: "current_anchor"),
amount: 4_500,
name: Valuation.build_current_anchor_name(@tesla_model3.accountable_type),
currency: "USD",
@ -1199,7 +1199,7 @@ class Demo::Generator
)
@jewelry.entries.create!(
entryable: Valuation.new,
entryable: Valuation.new(kind: "reconciliation"),
amount: 2000,
name: Valuation.build_reconciliation_name(@jewelry.accountable_type),
currency: "USD",
@ -1207,7 +1207,7 @@ class Demo::Generator
)
@personal_loc.entries.create!(
entryable: Valuation.new,
entryable: Valuation.new(kind: "reconciliation"),
amount: 800,
name: Valuation.build_reconciliation_name(@personal_loc.accountable_type),
currency: "USD",