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Code Issues Releases Activity Actions

Basic Portfolio Views (#1000)

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* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
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Zach Gollwitzer 2024-07-25 16:46:04 -04:00 • committed by GitHub
parent ef4be7948a
commit 7c2091b343
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37 changed files with 582 additions and 86 deletions
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9
app/models/demo/generator.rb
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@ -165,6 +165,9 @@ class Demo::Generator
end
def load_securities!
# Create an unknown security to simulate edge cases
Security.create! isin: "unknown", symbol: "UNKNOWN", name: "Unknown Demo Stock"
securities = [
{ isin: "US0378331005", symbol: "AAPL", name: "Apple Inc.", reference_price: 210 },
{ isin: "JP3633400001", symbol: "TM", name: "Toyota Motor Corporation", reference_price: 202 },
@ -200,6 +203,10 @@ class Demo::Generator
aapl = Security.find_by(symbol: "AAPL")
tm = Security.find_by(symbol: "TM")
msft = Security.find_by(symbol: "MSFT")
unknown = Security.find_by(symbol: "UNKNOWN")
# Buy 20 shares of the unknown stock to simulate a stock where we can't fetch security prices
account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Account::Trade.new(qty: 20, price: 5, security: unknown)
trades = [
{ security: aapl, qty: 20 }, { security: msft, qty: 10 }, { security: aapl, qty: -5 },
@ -212,7 +219,7 @@ class Demo::Generator
date = Faker::Number.positive(to: 730).days.ago.to_date
security = trade[:security]
qty = trade[:qty]
price = Security::Price.find_by!(isin: security.isin, date: date).price
price = Security::Price.find_by(isin: security.isin, date: date)&.price || 1
name_prefix = qty < 0 ? "Sell " : "Buy "
account.entries.create! \