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Maybe/app/models/balance
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
..
base_calculator.rb Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
chart_series_builder.rb Implement error handling and logging for sparkline and series methods 2025-05-26 20:05:16 -05:00
forward_calculator.rb Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
materializer.rb Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) 2025-05-17 16:37:16 -04:00
reverse_calculator.rb Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
sync_cache.rb Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
trend_calculator.rb Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00