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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
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Zach Gollwitzer 2025-07-15 11:42:41 -04:00 • committed by GitHub
parent 9110ab27d2
commit c1d98fe73b
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7
app/models/plaid_account/processor.rb
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@ -51,6 +51,13 @@ class PlaidAccount::Processor
)
account.save!
# Create or update the current balance anchor valuation for event-sourced ledger
# Note: This is a partial implementation. In the future, we'll introduce HoldingValuation
# to properly track the holdings vs. cash breakdown, but for now we're only tracking
# the total balance in the current anchor. The cash_balance field on the account model
# is still being used for the breakdown.
account.set_current_anchor_balance(balance_calculator.balance)
end
end