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Maybe/app/models/account/linkable.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

19 lines
485 B
Ruby

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