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c1d98fe73b
* 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
30 lines
1.1 KiB
Ruby
30 lines
1.1 KiB
Ruby
# The current system calculates a single, end-of-day balance every day for each account for simplicity.
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# In most cases, this is sufficient. However, for the "Activity View", we need to show intraday balances
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# to show users how each entry affects their balances. This class calculates intraday balances by
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# interpolating between end-of-day balances.
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class Balance::TrendCalculator
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BalanceTrend = Struct.new(:trend, :cash, keyword_init: true)
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def initialize(balances)
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@balances = balances
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end
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def trend_for(date)
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balance = @balances.find { |b| b.date == date }
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prior_balance = @balances.find { |b| b.date == date - 1.day }
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return BalanceTrend.new(trend: nil) unless balance.present?
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BalanceTrend.new(
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trend: Trend.new(
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current: Money.new(balance.balance, balance.currency),
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previous: prior_balance.present? ? Money.new(prior_balance.balance, balance.currency) : nil,
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favorable_direction: balance.account.favorable_direction
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),
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cash: Money.new(balance.cash_balance, balance.currency),
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)
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end
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private
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attr_reader :balances
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end
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