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Account namespace updates: part 5 (valuations) (#901)

* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
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Zach Gollwitzer 2024-06-21 16:23:28 -04:00 committed by GitHub
parent 0bc0d87768
commit 12380dc8ad
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45 changed files with 478 additions and 346 deletions

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class Account::Valuation < ApplicationRecord
include Monetizable
monetize :value
belongs_to :account
validates :account, :date, :value, presence: true
validates :date, uniqueness: { scope: :account_id }
scope :chronological, -> { order(:date) }
scope :reverse_chronological, -> { order(date: :desc) }
def trend
@trend ||= create_trend
end
def first_of_series?
account.valuations.chronological.limit(1).pluck(:date).first == self.date
end
def last_of_series?
account.valuations.reverse_chronological.limit(1).pluck(:date).first == self.date
end
def sync_account_later
if destroyed?
sync_start_date = previous_valuation&.date
else
sync_start_date = [ date_previously_was, date ].compact.min
end
account.sync_later(sync_start_date)
end
private
def previous_valuation
@previous_valuation ||= self.account
.valuations
.where("date < ?", date)
.order(date: :desc)
.first
end
def create_trend
TimeSeries::Trend.new \
current: self.value,
previous: previous_valuation&.value,
favorable_direction: account.favorable_direction
end
end