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Maybe/lib/tasks
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
..
benchmarking.rake perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
data_migration.rake Start and end balance anchors for historical account balances (#2455) 2025-07-15 11:42:41 -04:00
demo_data.rake Don't raise on invalid demo data 2025-07-10 16:01:47 -04:00
invites.rake Lint 2024-10-08 12:30:28 -05:00
securities.rake Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
stripe.rake Stripe tasks 2025-05-13 08:56:32 -04:00