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Basic Portfolio Views (#1000)

* 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
This commit is contained in:
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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@ -28,12 +28,19 @@ module Account::EntriesTestHelper
Account::Entry.create! entry_defaults.merge(attributes)
end
def create_trade(account:, security:, qty:, price:, date:)
def create_trade(security, account:, qty:, date:, price: nil)
trade_price = price || Security::Price.find_by!(isin: security.isin, date: date).price
trade = Account::Trade.new \
qty: qty,
security: security,
price: trade_price
account.entries.create! \
date: date,
amount: qty * price,
currency: "USD",
name: "Trade",
entryable: Account::Trade.new(qty: qty, price: price, security: security)
date: date,
amount: qty * trade_price,
currency: "USD",
entryable: trade
end
end