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Start and end balance breakdown in activity view (#2466)
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* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
This commit is contained in:
Zach Gollwitzer 2025-07-18 17:56:25 -04:00 committed by GitHub
parent ab6fdbbb68
commit e8eb32d2ae
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GPG key ID: B5690EEEBB952194
27 changed files with 1088 additions and 119 deletions

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@ -15,33 +15,6 @@ module EntriesTestHelper
Entry.create! entry_defaults.merge(entry_attributes)
end
def create_opening_anchor_valuation(account:, balance:, date:)
create_valuation(
account: account,
kind: "opening_anchor",
amount: balance,
date: date
)
end
def create_reconciliation_valuation(account:, balance:, date:)
create_valuation(
account: account,
kind: "reconciliation",
amount: balance,
date: date
)
end
def create_current_anchor_valuation(account:, balance:, date: Date.current)
create_valuation(
account: account,
kind: "current_anchor",
amount: balance,
date: date
)
end
def create_valuation(attributes = {})
entry_attributes = attributes.except(:kind)
valuation_attributes = attributes.slice(:kind)
@ -77,4 +50,33 @@ module EntriesTestHelper
currency: currency,
entryable: trade
end
def create_transfer(from_account:, to_account:, amount:, date: Date.current, currency: "USD")
outflow_transaction = Transaction.create!(kind: "funds_movement")
inflow_transaction = Transaction.create!(kind: "funds_movement")
transfer = Transfer.create!(
outflow_transaction: outflow_transaction,
inflow_transaction: inflow_transaction
)
# Create entries for both accounts
from_account.entries.create!(
name: "Transfer to #{to_account.name}",
date: date,
amount: -amount.abs,
currency: currency,
entryable: outflow_transaction
)
to_account.entries.create!(
name: "Transfer from #{from_account.name}",
date: date,
amount: amount.abs,
currency: currency,
entryable: inflow_transaction
)
transfer
end
end