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Code Issues Releases Activity Actions

Basic trade and holdings view (#1271)

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* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
This commit is contained in:
Zach Gollwitzer 2024-10-09 14:59:18 -04:00 • committed by GitHub
parent f5cb13b42f
commit 4bfe47540d
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25 changed files with 387 additions and 68 deletions
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13
app/models/account/holding.rb
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@ -37,6 +37,19 @@ class Account::Holding < ApplicationRecord
@trend ||= calculate_trend
end
def trades
account.entries.where(entryable: account.trades.where(security: security)).reverse_chronological
end
def destroy_holding_and_entries!
transaction do
account.entries.where(entryable: account.trades.where(security: security)).destroy_all
destroy
end
account.sync_later
end
private
def calculate_trend