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Code Issues Releases Activity Actions

Additional cache columns on balances for activity view breakdowns (#2505)

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* Initial schema iteration

* Add new balance components

* Add existing data migrator to backfill components

* Update calculator test assertions for new balance components

* Update flow assertions for forward calculator

* Update reverse calculator flows assumptions

* Forward calculator tests passing

* Get all calculator tests passing

* Assert flows factor
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Zach Gollwitzer 2025-07-23 10:06:25 -04:00 • committed by GitHub
parent 347c0a7906
commit da2045dbd8
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13 changed files with 1159 additions and 177 deletions
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10
app/models/balance.rb
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@ -2,8 +2,16 @@ class Balance < ApplicationRecord
include Monetizable
belongs_to :account
validates :account, :date, :balance, presence: true
monetize :balance, :cash_balance
validates :flows_factor, inclusion: { in: [ -1, 1 ] }
monetize :balance, :cash_balance,
:start_cash_balance, :start_non_cash_balance, :start_balance,
:cash_inflows, :cash_outflows, :non_cash_inflows, :non_cash_outflows, :net_market_flows,
:cash_adjustments, :non_cash_adjustments,
:end_cash_balance, :end_non_cash_balance, :end_balance
scope :in_period, ->(period) { period.nil? ? all : where(date: period.date_range) }
scope :chronological, -> { order(:date) }
end