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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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31
db/seeds.rb
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@ -32,16 +32,15 @@ account = Account.create_or_find_by(name: "Seed Property Account", accountable:
puts "Account created: #{account.name}"
# Represent user-defined "Valuations" at various dates
appraisals = [
{ date: Date.today - 30, balance: 300000 },
{ date: Date.today - 22, balance: 300700 },
{ date: Date.today - 17, balance: 301400 },
{ date: Date.today - 10, balance: 300000 },
{ date: Date.today - 3, balance: 301900 }
valuations = [
{ date: Date.today - 30, value: 300000 },
{ date: Date.today - 22, value: 300700 },
{ date: Date.today - 17, value: 301400 },
{ date: Date.today - 10, value: 300000 },
{ date: Date.today - 3, value: 301900 }
]
# In prod, this would be calculated from the current balance and the appraisals with a background job
# Hardcoded for readability
# Represent system-generated "Balances" at various dates, based on valuations
balances = [
{ date: Date.today - 30, balance: 300000 },
{ date: Date.today - 29, balance: 300000 },
@ -73,17 +72,16 @@ balances = [
{ date: Date.today - 3, balance: 301900 },
{ date: Date.today - 2, balance: 301900 },
{ date: Date.today - 1, balance: 301900 },
{ date: Date.today, balance: 302000 }
{ date: Date.today, balance: current_balance }
]
appraisals.each do |appraisal|
Appraisal.find_or_create_by(
valuations.each do |valuation|
Valuation.find_or_create_by(
account_id: account.id,
date: appraisal[:date]
) do |appraisal_record|
appraisal_record.value = appraisal[:balance]
appraisal_record.currency = "USD"
date: valuation[:date]
) do |valuation_record|
valuation_record.value = valuation[:value]
valuation_record.currency = "USD"
end
end
@ -93,6 +91,5 @@ balances.each do |balance|
date: balance[:date]
) do |balance_record|
balance_record.balance = balance[:balance]
balance_record.currency = "USD"
end
end