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Basic Account Balance Sync Algorithm (#501)

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* Sketch out sync interface

* Add basic account sync algorithm

* Update logic for final balance in series

* Remove start_date concept

* Clean up tests

* Improve clarity of test

* Update app/models/account.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/transaction.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/valuation.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Re-organize code, simplify job interface

* Consolidate balance calculations

* More cleanup

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
This commit is contained in:
Zach Gollwitzer 2024-02-29 08:32:52 -05:00 • committed by GitHub
parent fb657856a5
commit dbf575c02a
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14 changed files with 207 additions and 175 deletions
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6
test/fixtures/accounts.yml vendored
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@ -5,10 +5,10 @@ generic:
balance: 1200
# Account with only valuations
collectible:
collectable:
family: dylan_family
name: Collectible Account
balance: 500
name: Collectable Account
balance: 550
# Account with only transactions
checking: