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Maybe/app/models/valuation.rb
Zach Gollwitzer c1d98fe73b
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Start and end balance anchors for historical account balances (#2455)
* 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

23 lines
643 B
Ruby

class Valuation < ApplicationRecord
include Entryable
enum :kind, {
reconciliation: "reconciliation",
opening_anchor: "opening_anchor",
current_anchor: "current_anchor"
}, validate: true, default: "reconciliation"
class << self
def build_reconciliation_name(accountable_type)
Valuation::Name.new("reconciliation", accountable_type).to_s
end
def build_opening_anchor_name(accountable_type)
Valuation::Name.new("opening_anchor", accountable_type).to_s
end
def build_current_anchor_name(accountable_type)
Valuation::Name.new("current_anchor", accountable_type).to_s
end
end
end