Zach Gollwitzer
da2045dbd8
Additional cache columns on balances for activity view breakdowns ( #2505 )
...
* 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
2025-07-23 10:06:25 -04:00
Zach Gollwitzer
c1d98fe73b
Start and end balance anchors for historical account balances ( #2455 )
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Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
2025-07-15 11:42:41 -04:00
Zach Gollwitzer
fcdc42760d
Tweak dup securities data migration
2025-05-22 16:02:34 -04:00
Zach Gollwitzer
fe24117c50
Stronger security unique index and data migration
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Note to self hosters:
If you started self hosting prior to this commit, you may have duplicate securities in your database.
This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:
```sh
rake data_migration:migrate_duplicate_securities
```
2025-05-22 15:15:07 -04:00
Zach Gollwitzer
0dc25cda22
Plaid EU webhooks migration task ( #1825 )
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* Add data migration for EU Plaid webhooks
* Fix task
2025-02-07 11:09:38 -05:00
