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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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@ -11,8 +11,8 @@ class CreditCardsControllerTest < ActionDispatch::IntegrationTest
test "creates with credit card details" do
assert_difference -> { Account.count } => 1,
-> { CreditCard.count } => 1,
-> { Valuation.count } => 2,
-> { Entry.count } => 2 do
-> { Valuation.count } => 1,
-> { Entry.count } => 1 do
post credit_cards_path, params: {
account: {
name: "New Credit Card",

View file

@ -11,8 +11,8 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
test "creates with loan details" do
assert_difference -> { Account.count } => 1,
-> { Loan.count } => 1,
-> { Valuation.count } => 2,
-> { Entry.count } => 2 do
-> { Valuation.count } => 1,
-> { Entry.count } => 1 do
post loans_path, params: {
account: {
name: "New Loan",

View file

@ -11,8 +11,8 @@ class VehiclesControllerTest < ActionDispatch::IntegrationTest
test "creates with vehicle details" do
assert_difference -> { Account.count } => 1,
-> { Vehicle.count } => 1,
-> { Valuation.count } => 2,
-> { Entry.count } => 2 do
-> { Valuation.count } => 1,
-> { Entry.count } => 1 do
post vehicles_path, params: {
account: {
name: "Vehicle",