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Net worth calculation (#508)

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* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
This commit is contained in:
Zach Gollwitzer
2024-03-04 08:31:22 -05:00
committed by GitHub
parent 19f15e9391
commit facd74f733
12 changed files with 156 additions and 40 deletions
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10
test/fixtures/accounts.yml vendored
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@@ -1,29 +1,27 @@
# No transactions, no valuations, just a generic account
generic:
family: dylan_family
name: No history, generic account
balance: 1200
# Account with only valuations
collectable:
family: dylan_family
name: Collectable Account
balance: 550
accountable_type: Account::OtherAsset
# Account with only transactions
checking:
family: dylan_family
name: Checking Account
balance: 5000
accountable_type: Account::Depository
# Account with both transactions and valuations
savings_with_valuation_overrides:
family: dylan_family
name: Savings account with valuation overrides
balance: 20000
accountable_type: Account::Depository
# Liability account
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
accountable_type: Account::Credit