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