4 Commits

Author	SHA1	Message	Date
Zach Gollwitzer	dbf575c02a	Basic Account Balance Sync Algorithm (#501) ... * Sketch out sync interface * Add basic account sync algorithm * Update logic for final balance in series * Remove start_date concept * Clean up tests * Improve clarity of test * Update app/models/account.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/transaction.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/valuation.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Re-organize code, simplify job interface * Consolidate balance calculations * More cleanup --------- Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Co-authored-by: Rob Zolkos <rob@zolkos.com>	2024-02-29 08:32:52 -05:00
Zach Gollwitzer	7d48c01833	Prepare fixture data for account sync tests (#493) ... * Rename account balance field for clarity `original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account. * Prepare fixture data for account sync testing * Update to new field * Fix conflicts * Remove local schema change	2024-02-27 12:43:49 -05:00
Zach Gollwitzer	7e324f1b53	Scaffold out Account Syncing (#474) ... * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo * Refactor series logic * Scaffold out basic sync process for accounts * Fix tests	2024-02-22 11:35:06 -05:00
Zach Gollwitzer	b5b2d335fd	Add Live Data to Account Page (#464) ... * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo	2024-02-20 09:07:55 -05:00