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Maybe/test/fixtures
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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
..
active_storage Add institution management and account editing controls (#868) 2024-06-13 14:37:27 -04:00
files Escape quotations in CSV imports properly (#1929) 2025-02-28 12:21:07 -05:00
import CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
rule Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
security First pass at security price reference (#1388) 2024-10-29 15:37:59 -04:00
accounts.yml Multi-step account forms + clearer balance editing (#2427) 2025-07-03 09:33:07 -04:00
addresses.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
api_keys.yml Add comprehensive API v1 with OAuth and API key authentication (#2389) 2025-06-17 15:57:05 -05:00
balances.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
budgets.yml Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
categories.yml Nested Categories (#1561) 2024-12-20 11:37:26 -05:00
chats.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
credit_cards.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
cryptos.yml Account namespace updates: part 1 (#893) 2024-06-20 07:26:25 -04:00
depositories.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
entries.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
exchange_rates.yml Handle missing exchange rate provider, allow fallback for missing rates (#955) 2024-07-08 09:04:59 -04:00
families.yml Propagate child sync errors up to parent, fix sync status (#2232) 2025-05-09 14:56:49 -04:00
holdings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
impersonation_session_logs.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
impersonation_sessions.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
imports.yml Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
investments.yml Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
invitations.yml Add/remove members and invitations (#1744) 2025-01-30 13:13:37 -06:00
loans.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
merchants.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
messages.yml feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
mobile_devices.yml Add secure OAuth2-based mobile authentication 2025-06-18 08:20:22 -05:00
other_assets.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
other_liabilities.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
plaid_accounts.yml Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
plaid_items.yml Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
properties.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
rules.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
securities.yml Enhance security information retrieval and handling (#1826) 2025-02-11 10:40:30 -06:00
sessions.yml Use DB for auth sessions (#1233) 2024-10-03 14:42:22 -04:00
subscriptions.yml Subscription tests and domain (#2209) 2025-05-06 14:05:21 -04:00
syncs.yml Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
taggings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
tags.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
tool_calls.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
trades.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
transactions.yml perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
transfers.yml Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
users.yml Subscription tests and domain (#2209) 2025-05-06 14:05:21 -04:00
valuations.yml Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
vehicles.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00