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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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45
test/models/valuation/name_test.rb
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@ -17,6 +17,21 @@ class Valuation::NameTest < ActiveSupport::TestCase
assert_equal "Opening account value", name.to_s
end
test "generates opening anchor name for Vehicle" do
name = Valuation::Name.new("opening_anchor", "Vehicle")
assert_equal "Original purchase price", name.to_s
end
test "generates opening anchor name for Crypto" do
name = Valuation::Name.new("opening_anchor", "Crypto")
assert_equal "Opening account value", name.to_s
end
test "generates opening anchor name for OtherAsset" do
name = Valuation::Name.new("opening_anchor", "OtherAsset")
assert_equal "Opening account value", name.to_s
end
test "generates opening anchor name for other account types" do
name = Valuation::Name.new("opening_anchor", "Depository")
assert_equal "Opening balance", name.to_s
@ -38,6 +53,21 @@ class Valuation::NameTest < ActiveSupport::TestCase
assert_equal "Current account value", name.to_s
end
test "generates current anchor name for Vehicle" do
name = Valuation::Name.new("current_anchor", "Vehicle")
assert_equal "Current market value", name.to_s
end
test "generates current anchor name for Crypto" do
name = Valuation::Name.new("current_anchor", "Crypto")
assert_equal "Current account value", name.to_s
end
test "generates current anchor name for OtherAsset" do
name = Valuation::Name.new("current_anchor", "OtherAsset")
assert_equal "Current account value", name.to_s
end
test "generates current anchor name for other account types" do
name = Valuation::Name.new("current_anchor", "Depository")
assert_equal "Current balance", name.to_s
@ -54,6 +84,21 @@ class Valuation::NameTest < ActiveSupport::TestCase
assert_equal "Manual value update", name.to_s
end
test "generates recon name for Vehicle" do
name = Valuation::Name.new("reconciliation", "Vehicle")
assert_equal "Manual value update", name.to_s
end
test "generates recon name for Crypto" do
name = Valuation::Name.new("reconciliation", "Crypto")
assert_equal "Manual value update", name.to_s
end
test "generates recon name for OtherAsset" do
name = Valuation::Name.new("reconciliation", "OtherAsset")
assert_equal "Manual value update", name.to_s
end
test "generates recon name for Loan" do
name = Valuation::Name.new("reconciliation", "Loan")
assert_equal "Manual principal update", name.to_s