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Code Issues Releases Activity Actions

Account balance anchors

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This commit is contained in:
Zach Gollwitzer 2025-07-07 11:31:37 -04:00
parent 662f2c04ce
commit 15f8d827b5
8 changed files with 226 additions and 21 deletions
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31
db/migrate/20250707130134_add_valuation_kind_field_for_anchors.rb Normal file
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class AddValuationKindFieldForAnchors < ActiveRecord::Migration[7.2]
def up
add_column :valuations, :kind, :string, default: "recon"
add_column :valuations, :balance, :decimal, precision: 19, scale: 4
add_column :valuations, :cash_balance, :decimal, precision: 19, scale: 4
add_column :valuations, :currency, :string
# Copy `amount` from Entry, set both `balance` and `cash_balance` to the same value on all Valuation records, and `currency` from Entry to Valuation
execute <<-SQL
UPDATE valuations
SET
balance = entries.amount,
cash_balance = entries.amount,
currency = entries.currency
FROM entries
WHERE entries.entryable_type = 'Valuation' AND entries.entryable_id = valuations.id
SQL
change_column_null :valuations, :kind, false
change_column_null :valuations, :currency, false
change_column_null :valuations, :balance, false
change_column_null :valuations, :cash_balance, false
end
def down
remove_column :valuations, :kind
remove_column :valuations, :balance
remove_column :valuations, :cash_balance
remove_column :valuations, :currency
end
end