Skip to content

Commit 8700a3c

Browse files
authored
feat: quarterly cash flow (#74)
* feat: quarterly cash flow * docs: updated items * fix: version revert * docs: rm from package
1 parent 2fc49f4 commit 8700a3c

File tree

113 files changed

+1448
-574
lines changed

Some content is hidden

Large Commits have some content hidden by default. Use the searchbox below for content that may be hidden.

113 files changed

+1448
-574
lines changed

.npmignore

Lines changed: 2 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -25,3 +25,5 @@ commitlint.config.js
2525
lint-staged.config.js
2626
*.tgz
2727
release.config.js
28+
/.github
29+
/docs

docs/_media/badge.svg

Lines changed: 1 addition & 1 deletion
Loading

docs/account/i-user-goal/interfaces/IUserGoal.md

Lines changed: 24 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -6,7 +6,7 @@
66

77
# Interface: IUserGoal
88

9-
Defined in: [account/i-user-goal.ts:3](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-goal.ts#L3)
9+
Defined in: [account/i-user-goal.ts:1](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L1)
1010

1111
## Extended by
1212

@@ -18,29 +18,45 @@ Defined in: [account/i-user-goal.ts:3](https://github.com/kvernon/realty-investo
1818

1919
> **monthlyIncomeAmountGoal**: `number`
2020
21-
Defined in: [account/i-user-goal.ts:7](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-goal.ts#L7)
21+
Defined in: [account/i-user-goal.ts:5](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L5)
2222

2323
used to determine how much you need want for monthly expenses
2424

2525
## Methods
2626

27-
### metMonthlyGoal()
27+
### metAverageQuarterlyGoal()
2828

29-
> **metMonthlyGoal**(`today`, `properties`): `boolean`
29+
> **metAverageQuarterlyGoal**(`today`): `boolean`
3030
31-
Defined in: [account/i-user-goal.ts:14](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-goal.ts#L14)
31+
Defined in: [account/i-user-goal.ts:17](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L17)
3232

33-
method used to help determine if you have met your expenses
33+
takes data from a quarterly average cash flow and compares it to the monthly goal. The reason on quarterly is that apartments do distributions quarterly, so you have to spread those out monthly
3434

3535
#### Parameters
3636

3737
##### today
3838

3939
`Date`
4040

41-
##### properties
41+
#### Returns
42+
43+
`boolean`
44+
45+
---
46+
47+
### metMonthlyGoal()
48+
49+
> **metMonthlyGoal**(`today`): `boolean`
50+
51+
Defined in: [account/i-user-goal.ts:11](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L11)
4252

43-
[`IRentalPropertyEntity`](../../../properties/i-rental-property-entity/interfaces/IRentalPropertyEntity.md)[]
53+
method used to help determine if you have met your expenses
54+
55+
#### Parameters
56+
57+
##### today
58+
59+
`Date`
4460

4561
#### Returns
4662

docs/account/i-user-investor-check/interfaces/IUserInvestorCheck.md

Lines changed: 36 additions & 16 deletions
Original file line numberDiff line numberDiff line change
@@ -6,7 +6,7 @@
66

77
# Interface: IUserInvestorCheck
88

9-
Defined in: [account/i-user-investor-check.ts:9](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L9)
9+
Defined in: [account/i-user-investor-check.ts:9](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L9)
1010

1111
## Extends
1212

@@ -22,7 +22,7 @@ Defined in: [account/i-user-investor-check.ts:9](https://github.com/kvernon/real
2222

2323
> **holdRules**: [`IRuleEvaluation`](../../../rules/rule-evaluation/interfaces/IRuleEvaluation.md)\<[`HoldRuleTypes`](../../../rules/hold-rule-types/enumerations/HoldRuleTypes.md)\>[]
2424
25-
Defined in: [account/i-user-investor-check.ts:23](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L23)
25+
Defined in: [account/i-user-investor-check.ts:23](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L23)
2626

2727
a system to determine how to hold onto the properties the longest. This scenario says as long as it meets 1 rule
2828

@@ -32,7 +32,7 @@ a system to determine how to hold onto the properties the longest. This scenario
3232

3333
> `readonly` **ledgerCollection**: [`ILedgerCollection`](../../../ledger/ledger-collection/interfaces/ILedgerCollection.md)
3434
35-
Defined in: [account/i-user-investor-check.ts:13](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L13)
35+
Defined in: [account/i-user-investor-check.ts:13](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L13)
3636

3737
the collection which is used to keep a balance sheet.
3838

@@ -42,7 +42,7 @@ the collection which is used to keep a balance sheet.
4242

4343
> **loanSettings**: [`ILoanSetting`](../../../loans/i-loan-settings/interfaces/ILoanSetting.md)[]
4444
45-
Defined in: [account/i-user-investor-check.ts:18](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L18)
45+
Defined in: [account/i-user-investor-check.ts:18](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L18)
4646

4747
a collection of loan settings for how to get a loan for single family or some other kind of property
4848

@@ -52,7 +52,7 @@ a collection of loan settings for how to get a loan for single family or some ot
5252

5353
> **monthlyIncomeAmountGoal**: `number`
5454
55-
Defined in: [account/i-user-goal.ts:7](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-goal.ts#L7)
55+
Defined in: [account/i-user-goal.ts:5](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L5)
5656

5757
used to determine how much you need want for monthly expenses
5858

@@ -66,7 +66,7 @@ used to determine how much you need want for monthly expenses
6666

6767
> **purchaseRules**: [`IRuleEvaluation`](../../../rules/rule-evaluation/interfaces/IRuleEvaluation.md)\<[`PurchaseRuleTypes`](../../../rules/purchase-rule-types/enumerations/PurchaseRuleTypes.md)\>[]
6868
69-
Defined in: [account/i-user-investor-check.ts:60](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L60)
69+
Defined in: [account/i-user-investor-check.ts:60](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L60)
7070

7171
a system to weed out the properties you don't want. This scenario says as long as it meets 1 rule
7272

@@ -76,7 +76,7 @@ a system to weed out the properties you don't want. This scenario says as long a
7676

7777
> **getAvailableSavings**(`date`, `properties`): `number`
7878
79-
Defined in: [account/i-user-investor-check.ts:55](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L55)
79+
Defined in: [account/i-user-investor-check.ts:55](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L55)
8080

8181
should be the total balance - savings, using [getMinimumSavings](IUserInvestorCheck.md#getminimumsavings), for determining monthly cash to save for single family properties
8282

@@ -100,7 +100,7 @@ should be the total balance - savings, using [getMinimumSavings](IUserInvestorCh
100100

101101
> **getMinimumSavings**(`date`, `properties`): `number`
102102
103-
Defined in: [account/i-user-investor-check.ts:48](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L48)
103+
Defined in: [account/i-user-investor-check.ts:48](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L48)
104104

105105
used to retrieve the amount required to keep in savings
106106

@@ -124,7 +124,7 @@ used to retrieve the amount required to keep in savings
124124

125125
> **hasMinimumSavings**(`date`, `properties`): `boolean`
126126
127-
Defined in: [account/i-user-investor-check.ts:41](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L41)
127+
Defined in: [account/i-user-investor-check.ts:41](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L41)
128128

129129
a way to determine if the user has enough money. This is different because with
130130
single family homes, you would have to save a certain amount of monthly mortgage
@@ -149,7 +149,7 @@ single family homes, you would have to save a certain amount of monthly mortgage
149149

150150
> **hasMoneyToInvest**(`date`, `properties`, `contribution`?): `boolean`
151151
152-
Defined in: [account/i-user-investor-check.ts:33](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-investor-check.ts#L33)
152+
Defined in: [account/i-user-investor-check.ts:33](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-investor-check.ts#L33)
153153

154154
based upon [getMinimumSavings](IUserInvestorCheck.md#getminimumsavings), it checks to see if there is an amount remaining that can be used along with the [contribution](IUserInvestorCheck.md#contribution).
155155

@@ -179,23 +179,43 @@ availableSavings - contribution >= 0;
179179

180180
---
181181

182-
### metMonthlyGoal()
182+
### metAverageQuarterlyGoal()
183183

184-
> **metMonthlyGoal**(`today`, `properties`): `boolean`
184+
> **metAverageQuarterlyGoal**(`today`): `boolean`
185185
186-
Defined in: [account/i-user-goal.ts:14](https://github.com/kvernon/realty-investor-timeline/blob/c7446a8a5576468ac5874a2dd8323180fa97a55b/src/account/i-user-goal.ts#L14)
186+
Defined in: [account/i-user-goal.ts:17](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L17)
187187

188-
method used to help determine if you have met your expenses
188+
takes data from a quarterly average cash flow and compares it to the monthly goal. The reason on quarterly is that apartments do distributions quarterly, so you have to spread those out monthly
189189

190190
#### Parameters
191191

192192
##### today
193193

194194
`Date`
195195

196-
##### properties
196+
#### Returns
197197

198-
[`IRentalPropertyEntity`](../../../properties/i-rental-property-entity/interfaces/IRentalPropertyEntity.md)[]
198+
`boolean`
199+
200+
#### Inherited from
201+
202+
[`IUserGoal`](../../i-user-goal/interfaces/IUserGoal.md).[`metAverageQuarterlyGoal`](../../i-user-goal/interfaces/IUserGoal.md#metaveragequarterlygoal)
203+
204+
---
205+
206+
### metMonthlyGoal()
207+
208+
> **metMonthlyGoal**(`today`): `boolean`
209+
210+
Defined in: [account/i-user-goal.ts:11](https://github.com/kvernon/realty-investor-timeline/blob/5a4b50c05937ef4acec617ccfb5124957036558c/src/account/i-user-goal.ts#L11)
211+
212+
method used to help determine if you have met your expenses
213+
214+
#### Parameters
215+
216+
##### today
217+
218+
`Date`
199219

200220
#### Returns
201221

0 commit comments

Comments
 (0)