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Additional cache columns on balances for activity view breakdowns (#2505)

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* Initial schema iteration

* Add new balance components

* Add existing data migrator to backfill components

* Update calculator test assertions for new balance components

* Update flow assertions for forward calculator

* Update reverse calculator flows assumptions

* Forward calculator tests passing

* Get all calculator tests passing

* Assert flows factor
This commit is contained in:
Zach Gollwitzer
2025-07-23 10:06:25 -04:00
committed by GitHub
parent 347c0a7906
commit da2045dbd8
13 changed files with 1159 additions and 177 deletions
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4
app/models/balance/sync_cache.rb
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@@ -3,8 +3,8 @@ class Balance::SyncCache
@account = account
end
def get_reconciliation_valuation(date)
converted_entries.find { |e| e.date == date && e.valuation? && e.valuation.reconciliation? }
def get_valuation(date)
converted_entries.find { |e| e.date == date && e.valuation? }
end
def get_holdings(date)