2 Commits

Author	SHA1	Message	Date
Copilot	558bf7eeda	feat: Support optional balance date column in account CSV imports (#736) ... * Initial plan * Add ability to specify balance date in AccountImport CSV Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Restore original Ruby version * Fix linting issues - remove trailing whitespace Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Add error handling for date parsing in AccountImport Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Revert unintended Gemfile.lock changes Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>	2026-01-22 15:25:43 +01:00
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