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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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3
db/schema.rb generated
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@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2025_07_02_173231) do
ActiveRecord::Schema[7.2].define(version: 2025_07_10_225721) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -779,6 +779,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_02_173231) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "kind", default: "reconciliation", null: false
end
create_table "vehicles", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|