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Plaid sync tests and multi-currency investment support (#1531)
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* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
This commit is contained in:
Zach Gollwitzer 2024-12-12 08:56:52 -05:00 • committed by GitHub
parent b2a56aefc1
commit 800eb4c146
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21 changed files with 406 additions and 165 deletions
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5
app/models/account/holding.rb
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@ -9,9 +9,6 @@ class Account::Holding < ApplicationRecord
validates :qty, :currency, presence: true
scope :chronological, -> { order(:date) }
scope :current, -> { where(date: Date.current).order(amount: :desc) }
scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
scope :known_value, -> { where.not(amount: nil) }
scope :for, ->(security) { where(security_id: security).order(:date) }
delegate :ticker, to: :security
@ -29,7 +26,7 @@ class Account::Holding < ApplicationRecord
# Basic approximation of cost-basis
def avg_cost
avg_cost = account.holdings.for(security).where("date <= ?", date).average(:price)
avg_cost = account.holdings.for(security).where(currency: currency).where("date <= ?", date).average(:price)
Money.new(avg_cost, currency)
end