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

..

api/v1

Remove rate limit for api test cases

2025-07-10 16:04:36 -04:00

category

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

concerns

Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.

2025-06-01 06:37:46 -05:00

import

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

settings

Add comprehensive API v1 with OAuth and API key authentication (#2389)

2025-06-17 15:57:05 -05:00

tag

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

transactions

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

accountable_sparklines_controller_test.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts_controller_test.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

categories_controller_test.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

chats_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

credit_cards_controller_test.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

cryptos_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

currencies_controller_test.rb

Shared money input should respond to change in currency (#654)

2024-04-20 08:07:06 -04:00

current_sessions_controller_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller_test.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

family_merchants_controller_test.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

holdings_controller_test.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

impersonation_sessions_controller_test.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller_test.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

investments_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller_test.rb

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

invite_codes_controller_test.rb

fix: Only admins can generate invite codes (#1611)

2025-01-23 20:47:51 -05:00

loans_controller_test.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

messages_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mfa_controller_test.rb

Fix changelog page crash when GitHub release notes are unavailable (#2314)

2025-05-26 19:53:25 -05:00

onboardings_controller_test.rb

Fix changelog page crash when GitHub release notes are unavailable (#2314)

2025-05-26 19:53:25 -05:00

other_assets_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller_test.rb

Fix changelog page crash when GitHub release notes are unavailable (#2314)

2025-05-26 19:53:25 -05:00

password_resets_controller_test.rb

Improve password reset flow, normalize translations

2024-11-05 17:15:29 -05:00

plaid_items_controller_test.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

properties_controller_test.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

registrations_controller_test.rb

Feature: Implement Mobile Responsiveness (#2092)

2025-04-18 08:23:10 -05:00

rules_controller_test.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

sessions_controller_test.rb

Chromium E2E test fixes (#2108)

2025-04-14 08:41:49 -04:00

subscriptions_controller_test.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

tags_controller_test.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

trades_controller_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transactions_controller_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transfer_matches_controller_test.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

transfers_controller_test.rb

Fix: Fix unalble to reject automatched transfers (#2102)

2025-04-14 09:05:25 -04:00

users_controller_test.rb

Require upstream item removal to delete plaid item

2025-05-24 19:23:36 -04:00

valuations_controller_test.rb

Centralize entry naming (#2454)

2025-07-10 18:40:38 -04:00

vehicles_controller_test.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

webhooks_controller_test.rb

Billing (#1269)

2024-10-08 14:37:47 -05:00