Files
sure/test/fixtures/accounts.yml
Zach Gollwitzer 6f0e410684 Dashboard View and Calculations (#521)
* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
2024-03-06 09:56:59 -05:00

32 lines
867 B
YAML

# Account with only valuations
collectable:
family: dylan_family
name: Collectable Account
balance: 550
accountable_type: Account::OtherAsset
accountable_id: "123e4567-e89b-12d3-a456-426614174002"
# Account with only transactions
checking:
family: dylan_family
name: Checking Account
balance: 5000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174000"
# 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
accountable_id: "123e4567-e89b-12d3-a456-426614174001"
# Liability account
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
accountable_type: Account::Credit
accountable_id: "123e4567-e89b-12d3-a456-426614174003"