4 Commits

Author	SHA1	Message	Date
soky srm	ae5b23fe67	Initial split transaction support (#1230) ... * Initial split transaction support * Add support to unsplit and edit split * Update show.html.erb * FIX address reviews * Improve UX * Update show.html.erb * Reviews * Update edit.html.erb * Add parent category to dialog * Update en.yml * Add UI indication to totals * FIX ui update * Add category select like rest of app --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>	2026-03-20 21:19:30 +01:00
Zach Gollwitzer	da2045dbd8	Additional cache columns on balances for activity view breakdowns (#2505) ... * 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	2025-07-23 10:06:25 -04:00
Zach Gollwitzer	c1d98fe73b	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
Zach Gollwitzer	e657c40d19	Account:: namespace simplifications and cleanup (#2110) ... * Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB	2025-04-14 11:40:34 -04:00