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Code Issues Releases Activity Actions

Scaffold out Account Syncing (#474)

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* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests
This commit is contained in:
Zach Gollwitzer 2024-02-22 11:35:06 -05:00 • committed by GitHub
parent b5b2d335fd
commit 7e324f1b53
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25 changed files with 328 additions and 185 deletions
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19
app/models/valuation.rb
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@ -1,5 +1,20 @@
# STI model to represent a point-in-time "valuation" of an account's value
# Types include: Appraisal, Adjustment
class Valuation < ApplicationRecord
belongs_to :account
after_commit :sync_account_balances, on: [ :create, :update ]
after_destroy :sync_account_balances_after_destroy
def trend(previous)
Trend.new(value, previous&.value)
end
private
def sync_account_balances_after_destroy
AccountBalanceSyncJob.perform_later(account_id: account_id, valuation_date: date, sync_type: "valuation", sync_action: "destroy")
end
def sync_account_balances
AccountBalanceSyncJob.perform_later(account_id: account_id, valuation_date: date, sync_type: "valuation", sync_action: "update")
end
end