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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