Add Live Data to Account Page (#464)

* 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

db/migrate/20240215201527_create_valuations.rb

@@ -0,0 +1,16 @@
+class CreateValuations < ActiveRecord::Migration[7.2]
+  def change
+    create_table :valuations, id: :uuid do |t|
+      t.string :type, null: false
+      t.references :account, null: false, type: :uuid, foreign_key: { on_delete: :cascade }
+      t.date :date, null: false
+      t.decimal :value, precision: 19, scale: 4, null: false
+      t.string :currency, default: "USD", null: false
+
+      t.timestamps
+    end
+
+    # Since all dates are daily (no concept of time of day), limit account to 1 valuation per day
+    add_index :valuations, [ :account_id, :date ], unique: true
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_02_12_150110) do
+ActiveRecord::Schema[7.2].define(version: 2024_02_15_201527) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -206,7 +206,20 @@ ActiveRecord::Schema[7.2].define(version: 2024_02_12_150110) do
     t.index ["family_id"], name: "index_users_on_family_id"
   end
 
+  create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "type", null: false
+    t.uuid "account_id", null: false
+    t.date "date", null: false
+    t.decimal "value", precision: 19, scale: 4, null: false
+    t.string "currency", default: "USD", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id", "date"], name: "index_valuations_on_account_id_and_date", unique: true
+    t.index ["account_id"], name: "index_valuations_on_account_id"
+  end
+
   add_foreign_key "account_balances", "accounts", on_delete: :cascade
   add_foreign_key "accounts", "families"
   add_foreign_key "users", "families"
+  add_foreign_key "valuations", "accounts", on_delete: :cascade
 end

db/seeds.rb

@@ -8,6 +8,9 @@
 #     MovieGenre.find_or_create_by!(name: genre_name)
 #   end
 
+# https://github.com/rails/rails/issues/29112#issuecomment-320653056
+ApplicationRecord.reset_column_information
+
 # Create the default user
 family = Family.create_or_find_by(name: "The Maybe Family")
 puts "Family created: #{family.name}"
@@ -22,3 +25,74 @@ puts "User created: #{user.email} for family: #{family.name}"
 
 # Create default currency
 Currency.find_or_create_by(iso_code: "USD", name: "United States Dollar")
+
+current_balance = 350000
+
+account = Account.create_or_find_by(name: "Seed Property Account", accountable: Account::Property.new, family: family, original_balance: current_balance, original_currency: "USD")
+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 }
+]
+
+# In prod, this would be calculated from the current balance and the appraisals with a background job
+# Hardcoded for readability
+balances = [
+  { date: Date.today - 30, balance: 300000 },
+  { date: Date.today - 29, balance: 300000 },
+  { date: Date.today - 28, balance: 300000 },
+  { date: Date.today - 27, balance: 300000 },
+  { date: Date.today - 26, balance: 300000 },
+  { date: Date.today - 25, balance: 300000 },
+  { date: Date.today - 24, balance: 300000 },
+  { date: Date.today - 23, balance: 300000 },
+  { date: Date.today - 22, balance: 300700 },
+  { date: Date.today - 21, balance: 300700 },
+  { date: Date.today - 20, balance: 300700 },
+  { date: Date.today - 19, balance: 300700 },
+  { date: Date.today - 18, balance: 300700 },
+  { date: Date.today - 17, balance: 301400 },
+  { date: Date.today - 16, balance: 301400 },
+  { date: Date.today - 15, balance: 301400 },
+  { date: Date.today - 14, balance: 301400 },
+  { date: Date.today - 13, balance: 301400 },
+  { date: Date.today - 12, balance: 301400 },
+  { date: Date.today - 11, balance: 301400 },
+  { date: Date.today - 10, balance: 300000 },
+  { date: Date.today - 9, balance: 300000 },
+  { date: Date.today - 8, balance: 300000 },
+  { date: Date.today - 7, balance: 300000 },
+  { date: Date.today - 6, balance: 300000 },
+  { date: Date.today - 5, balance: 300000 },
+  { date: Date.today - 4, balance: 300000 },
+  { date: Date.today - 3, balance: 301900 },
+  { date: Date.today - 2, balance: 301900 },
+  { date: Date.today - 1, balance: 301900 },
+  { date: Date.today, balance: 302000 }
+]
+
+
+appraisals.each do |appraisal|
+  Appraisal.find_or_create_by(
+    account_id: account.id,
+    date: appraisal[:date]
+  ) do |appraisal_record|
+    appraisal_record.value = appraisal[:balance]
+    appraisal_record.currency = "USD"
+  end
+end
+
+balances.each do |balance|
+  AccountBalance.find_or_create_by(
+    account_id: account.id,
+    date: balance[:date]
+  ) do |balance_record|
+    balance_record.balance = balance[:balance]
+    balance_record.currency = "USD"
+  end
+end