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Start and end balance anchors for historical account balances (#2455)
* 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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9110ab27d2
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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
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test "creates with credit card details" do
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assert_difference -> { Account.count } => 1,
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-> { CreditCard.count } => 1,
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-> { Valuation.count } => 2,
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-> { Entry.count } => 2 do
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-> { Valuation.count } => 1,
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-> { Entry.count } => 1 do
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post credit_cards_path, params: {
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account: {
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name: "New Credit Card",
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@ -11,8 +11,8 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
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test "creates with loan details" do
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assert_difference -> { Account.count } => 1,
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-> { Loan.count } => 1,
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-> { Valuation.count } => 2,
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-> { Entry.count } => 2 do
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-> { Valuation.count } => 1,
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-> { Entry.count } => 1 do
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post loans_path, params: {
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account: {
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name: "New Loan",
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@ -11,8 +11,8 @@ class VehiclesControllerTest < ActionDispatch::IntegrationTest
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test "creates with vehicle details" do
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assert_difference -> { Account.count } => 1,
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-> { Vehicle.count } => 1,
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-> { Valuation.count } => 2,
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-> { Entry.count } => 2 do
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-> { Valuation.count } => 1,
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-> { Entry.count } => 1 do
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post vehicles_path, params: {
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account: {
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name: "Vehicle",
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