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Investment Portfolio Sync (#974)

* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
This commit is contained in:
Zach Gollwitzer 2024-07-16 09:26:49 -04:00 committed by GitHub
parent d0bc959bee
commit 47523f64c2
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32 changed files with 591 additions and 56 deletions

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class Account::Trade < ApplicationRecord
include Account::Entryable
belongs_to :security
validates :qty, presence: true, numericality: { other_than: 0 }
validates :price, presence: true
class << self
def search(_params)
all
end
def requires_search?(_params)
false
end
end
def sell?
qty < 0
end
def buy?
qty > 0
end
end