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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
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32 changed files with 591 additions and 56 deletions
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app/models/account/trade.rb
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26
app/models/account/trade.rb
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class Account::Trade < ApplicationRecord
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include Account::Entryable
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belongs_to :security
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validates :qty, presence: true, numericality: { other_than: 0 }
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validates :price, presence: true
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class << self
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def search(_params)
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all
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end
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def requires_search?(_params)
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false
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end
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end
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def sell?
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qty < 0
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end
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def buy?
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qty > 0
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end
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end
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