Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 07:39:39 +02:00
Code Issues Releases Activity Actions 1

Start and end balance anchors for historical account balances (#2455)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
35 changed files with 1903 additions and 355 deletions
Download patch file Download diff file Expand all files Collapse all files

10
app/models/valuation/name.rb
View file

@ -20,11 +20,11 @@ class Valuation::Name
def opening_anchor_name
case accountable_type
when "Property"
when "Property", "Vehicle"
"Original purchase price"
when "Loan"
"Original principal"
when "Investment"
when "Investment", "Crypto", "OtherAsset"
"Opening account value"
else
"Opening balance"
@ -33,11 +33,11 @@ class Valuation::Name
def current_anchor_name
case accountable_type
when "Property"
when "Property", "Vehicle"
"Current market value"
when "Loan"
"Current loan balance"
when "Investment"
when "Investment", "Crypto", "OtherAsset"
"Current account value"
else
"Current balance"
@ -46,7 +46,7 @@ class Valuation::Name
def recon_name
case accountable_type
when "Property", "Investment"
when "Property", "Investment", "Vehicle", "Crypto", "OtherAsset"
"Manual value update"
when "Loan"
"Manual principal update"