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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
19 lines
485 B
Ruby
19 lines
485 B
Ruby
module Account::Linkable
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extend ActiveSupport::Concern
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included do
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belongs_to :plaid_account, optional: true
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end
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# A "linked" account gets transaction and balance data from a third party like Plaid
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def linked?
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plaid_account_id.present?
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end
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# An "offline" or "unlinked" account is one where the user tracks values and
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# adds transactions manually, without the help of a data provider
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def unlinked?
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!linked?
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end
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alias_method :manual?, :unlinked?
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end
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