Maybe/test/fixtures/valuations.yml at c1d98fe73bc4fd3307d15b1b7df411c9b8d0510c - Docker/Maybe - developpement

Docker/Maybe

mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-18 20:59:39 +02:00

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

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	`one:`
	`kind: reconciliation`