Files
sure/test/fixtures/valuations.yml
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

32 lines
721 B
YAML

# For collectable account that only has valuations (no transactions)
collectable_one:
value: 550
date: <%= 4.days.ago.to_date %>
account: collectable
collectable_two:
value: 700
date: <%= 12.days.ago.to_date %>
account: collectable
collectable_three:
value: 400
date: <%= 30.days.ago.to_date %>
account: collectable
# For checking account that has valuations and transactions
savings_one:
value: 20500
date: <%= 3.days.ago.to_date %>
account: savings_with_valuation_overrides
savings_two:
value: 19500
date: <%= 12.days.ago.to_date %>
account: savings_with_valuation_overrides
savings_three:
value: 21000
date: <%= 25.days.ago.to_date %>
account: savings_with_valuation_overrides