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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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15
lib/tasks/data_migration.rake
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@ -154,4 +154,19 @@ namespace :data_migration do
puts " Processed: #{accounts_processed} accounts"
puts " Opening anchors set: #{opening_anchors_set}"
end
desc "Migrate balance components"
# 2025-07-20: Migrate balance components to support event-sourced ledger model.
# This task:
# 1. Sets the flows_factor for each account based on the account's classification
# 2. Sets the start_cash_balance, start_non_cash_balance, and start_balance for each balance
# 3. Sets the cash_inflows, cash_outflows, non_cash_inflows, non_cash_outflows, net_market_flows, cash_adjustments, and non_cash_adjustments for each balance
# 4. Sets the end_cash_balance, end_non_cash_balance, and end_balance for each balance
task migrate_balance_components: :environment do
puts "==> Migrating balance components..."
BalanceComponentMigrator.run
puts "✅ Balance component migration complete."
end
end