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feat(api): expose balance history (#1641)

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* feat(api): expose balance history

* fix(api): address balance history review

* fix(api): address balance history review

* fix(api): tighten balance history docs

* fix(exports): preserve balance chronology

* fix(api): guard nullable balance account type

* test(api): align balances api key helper

* fix(api): use shared pagination clamp

* test(export): set explicit balance flows factor
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ghost
2026-05-05 11:09:36 -06:00
committed by GitHub
parent a9661253f4
commit 41339b0494
12 changed files with 904 additions and 0 deletions
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44
test/models/family/data_exporter_test.rb
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@@ -376,6 +376,50 @@ class Family::DataExporterTest < ActiveSupport::TestCase
end
end
test "exports balance history in NDJSON for backup verification" do
balance = @account.balances.create!(
date: Date.parse("2024-01-15"),
balance: 1234.56,
cash_balance: 1234.56,
start_cash_balance: 1000,
start_non_cash_balance: 0,
cash_inflows: 234.56,
cash_outflows: 0,
flows_factor: 1,
currency: "USD"
)
zip_data = @exporter.generate_export
Zip::File.open_buffer(zip_data) do |zip|
ndjson_records = zip.read("all.ndjson").split("\n").map { |line| JSON.parse(line) }
balance_data = ndjson_records.find { |record| record["type"] == "Balance" && record.dig("data", "id") == balance.id }
assert balance_data
assert_equal @account.id, balance_data["data"]["account_id"]
assert_equal "2024-01-15", balance_data["data"]["date"]
assert_equal "1234.56", BigDecimal(balance_data["data"]["balance"].to_s).to_s("F")
assert_equal "USD", balance_data["data"]["currency"]
end
end
test "exports balance history chronologically" do
@account.balances.create!(date: Date.parse("2024-03-01"), balance: 300, flows_factor: 1, currency: "USD")
@account.balances.create!(date: Date.parse("2024-01-01"), balance: 100, flows_factor: 1, currency: "USD")
zip_data = @exporter.generate_export
Zip::File.open_buffer(zip_data) do |zip|
balance_dates = zip.read("all.ndjson")
.split("\n")
.map { |line| JSON.parse(line) }
.select { |record| record["type"] == "Balance" }
.map { |record| Date.iso8601(record.dig("data", "date")) }
assert_equal balance_dates.sort, balance_dates
end
end
test "exports holding snapshots in NDJSON" do
investment_account = @family.accounts.create!(
name: "Investment Account",