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Improve account transaction, trade, and valuation editing and sync experience (#1506)
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* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
This commit is contained in:
Zach Gollwitzer 2024-11-27 16:01:50 -05:00 committed by GitHub
parent 76f2714006
commit c3248cd796
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97 changed files with 1103 additions and 1159 deletions

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@ -1,69 +1,37 @@
class Account::TradesController < ApplicationController
layout :with_sidebar
include EntryableResource
before_action :set_account
before_action :set_entry, only: :update
def new
@entry = @account.entries.account_trades.new(
currency: @account.currency,
entryable_attributes: {}
)
end
def index
@entries = @account.entries.reverse_chronological.where(entryable_type: %w[Account::Trade Account::Transaction])
end
def create
@builder = Account::EntryBuilder.new(entry_params)
if entry = @builder.save
entry.sync_account_later
redirect_to @account, notice: t(".success")
else
flash[:alert] = t(".failure")
redirect_back_or_to @account
end
end
def update
@entry.update!(entry_params)
respond_to do |format|
format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
end
end
def securities
query = params[:q]
return render json: [] if query.blank? || query.length < 2 || query.length > 100
@securities = Security::SynthComboboxOption.find_in_synth(query)
end
permitted_entryable_attributes :id, :qty, :price
private
def set_account
@account = Current.family.accounts.find(params[:account_id])
def build_entry
Account::TradeBuilder.new(create_entry_params)
end
def set_entry
@entry = @account.entries.find(params[:id])
def create_entry_params
params.require(:account_entry).permit(
:account_id, :date, :amount, :currency, :qty, :price, :ticker, :type, :transfer_account_id
).tap do |params|
account_id = params.delete(:account_id)
params[:account] = Current.family.accounts.find(account_id)
end
end
def entry_params
params.require(:account_entry)
.permit(
:type, :date, :qty, :ticker, :price, :amount, :notes, :excluded, :currency, :transfer_account_id, :entryable_type,
entryable_attributes: [
:id,
:qty,
:ticker,
:price
]
)
.merge(account: @account)
def update_entry_params
return entry_params unless entry_params[:entryable_attributes].present?
update_params = entry_params
update_params = update_params.merge(entryable_type: "Account::Trade")
qty = update_params[:entryable_attributes][:qty]
price = update_params[:entryable_attributes][:price]
if qty.present? && price.present?
qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
update_params[:entryable_attributes][:qty] = qty
update_params[:amount] = qty * price.to_d
end
update_params.except(:nature)
end
end