Zach Gollwitzer
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c1d98fe73b
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Start and end balance anchors for historical account balances (#2455)
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* 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
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2025-07-15 11:42:41 -04:00 |
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Zach Gollwitzer
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1aae00f586
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perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model
* Basic transfer creator
* Fix method naming conflict
* Creator form pattern
* Remove stale methods
* Tweak migration
* Remove BaseQuery, write entire query in each class for clarity
* Query optimizations
* Remove unused exchange rate query lines
* Remove temporary cache-warming strategy
* Fix test
* Update transaction search
* Decouple transactions endpoint from IncomeStatement
* Clean up transactions controller
* Update cursor rules
* Cleanup comments, logic in search
* Fix totals logic on transactions view
* Fix pagination
* Optimize search totals query
* Default to last 30 days on transactions page if no filters
* Decouple transactions list from transfer details
* Revert transfer route
* Migration reset
* Bundle update
* Fix matching logic, tests
* Remove unused code
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2025-06-20 13:31:58 -04:00 |
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