Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00
Code Issues Releases Activity Actions 1

Basic trade and holdings view (#1271)

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
25 changed files with 387 additions and 68 deletions
Download patch file Download diff file Expand all files Collapse all files

33
db/migrate/20241009132959_add_notes_to_entry.rb Normal file
View file

@ -0,0 +1,33 @@
class AddNotesToEntry < ActiveRecord::Migration[7.2]
def change
add_column :account_entries, :notes, :text
add_column :account_entries, :excluded, :boolean, default: false
reversible do |dir|
dir.up do
execute <<-SQL
UPDATE account_entries
SET notes = account_transactions.notes,
excluded = account_transactions.excluded
FROM account_transactions
WHERE account_entries.entryable_type = 'Account::Transaction'
AND account_entries.entryable_id = account_transactions.id
SQL
end
dir.down do
execute <<-SQL
UPDATE account_transactions
SET notes = account_entries.notes,
excluded = account_entries.excluded
FROM account_entries
WHERE account_entries.entryable_type = 'Account::Transaction'
AND account_entries.entryable_id = account_transactions.id
SQL
end
end
remove_column :account_transactions, :notes, :text
remove_column :account_transactions, :excluded, :boolean
end
end

8
db/schema.rb generated
View file

@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_10_08_122449) do
ActiveRecord::Schema[7.2].define(version: 2024_10_09_132959) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -45,6 +45,8 @@ ActiveRecord::Schema[7.2].define(version: 2024_10_08_122449) do
t.uuid "transfer_id"
t.boolean "marked_as_transfer", default: false, null: false
t.uuid "import_id"
t.text "notes"
t.boolean "excluded", default: false
t.index ["account_id"], name: "index_account_entries_on_account_id"
t.index ["import_id"], name: "index_account_entries_on_import_id"
t.index ["transfer_id"], name: "index_account_entries_on_transfer_id"
@ -90,8 +92,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_10_08_122449) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.uuid "category_id"
t.boolean "excluded", default: false
t.text "notes"
t.uuid "merchant_id"
t.index ["category_id"], name: "index_account_transactions_on_category_id"
t.index ["merchant_id"], name: "index_account_transactions_on_merchant_id"
@ -120,7 +120,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_10_08_122449) do
t.boolean "is_active", default: true, null: false
t.date "last_sync_date"
t.uuid "institution_id"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.uuid "import_id"
t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
t.index ["family_id"], name: "index_accounts_on_family_id"