mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-08-02 20:15:22 +02:00
Improve account transaction, trade, and valuation editing and sync experience (#1506)
* 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:
parent
76f2714006
commit
c3248cd796
97 changed files with 1103 additions and 1159 deletions
|
@ -1,33 +1,103 @@
|
|||
class Account::TradeBuilder < Account::EntryBuilder
|
||||
class Account::TradeBuilder
|
||||
include ActiveModel::Model
|
||||
|
||||
TYPES = %w[buy sell].freeze
|
||||
|
||||
attr_accessor :type, :qty, :price, :ticker, :date, :account
|
||||
|
||||
validates :type, :qty, :price, :ticker, :date, presence: true
|
||||
validates :price, numericality: { greater_than: 0 }
|
||||
validates :type, inclusion: { in: TYPES }
|
||||
attr_accessor :account, :date, :amount, :currency, :qty,
|
||||
:price, :ticker, :type, :transfer_account_id
|
||||
|
||||
def save
|
||||
if valid?
|
||||
create_entry
|
||||
end
|
||||
buildable.save
|
||||
end
|
||||
|
||||
def errors
|
||||
buildable.errors
|
||||
end
|
||||
|
||||
def sync_account_later
|
||||
buildable.sync_account_later
|
||||
end
|
||||
|
||||
private
|
||||
def buildable
|
||||
case type
|
||||
when "buy", "sell"
|
||||
build_trade
|
||||
when "deposit", "withdrawal"
|
||||
build_transfer
|
||||
when "interest"
|
||||
build_interest
|
||||
else
|
||||
raise "Unknown trade type: #{type}"
|
||||
end
|
||||
end
|
||||
|
||||
def create_entry
|
||||
account.entries.account_trades.create! \
|
||||
def build_trade
|
||||
account.entries.new(
|
||||
date: date,
|
||||
amount: amount,
|
||||
currency: account.currency,
|
||||
amount: signed_amount,
|
||||
currency: currency,
|
||||
entryable: Account::Trade.new(
|
||||
security: security,
|
||||
qty: signed_qty,
|
||||
price: price.to_d,
|
||||
currency: account.currency
|
||||
price: price,
|
||||
currency: currency,
|
||||
security: security
|
||||
)
|
||||
)
|
||||
end
|
||||
|
||||
def build_transfer
|
||||
transfer_account = family.accounts.find(transfer_account_id) if transfer_account_id.present?
|
||||
|
||||
if transfer_account
|
||||
from_account = type == "withdrawal" ? account : transfer_account
|
||||
to_account = type == "withdrawal" ? transfer_account : account
|
||||
|
||||
Account::Transfer.build_from_accounts(
|
||||
from_account,
|
||||
to_account,
|
||||
date: date,
|
||||
amount: signed_amount
|
||||
)
|
||||
else
|
||||
account.entries.build(
|
||||
name: signed_amount < 0 ? "Deposit from #{account.name}" : "Withdrawal to #{account.name}",
|
||||
date: date,
|
||||
amount: signed_amount,
|
||||
currency: currency,
|
||||
marked_as_transfer: true,
|
||||
entryable: Account::Transaction.new
|
||||
)
|
||||
end
|
||||
end
|
||||
|
||||
def build_interest
|
||||
account.entries.build(
|
||||
name: "Interest payment",
|
||||
date: date,
|
||||
amount: signed_amount,
|
||||
currency: currency,
|
||||
entryable: Account::Transaction.new
|
||||
)
|
||||
end
|
||||
|
||||
def signed_qty
|
||||
return nil unless type.in?([ "buy", "sell" ])
|
||||
|
||||
type == "sell" ? -qty.to_d : qty.to_d
|
||||
end
|
||||
|
||||
def signed_amount
|
||||
case type
|
||||
when "buy", "sell"
|
||||
signed_qty * price.to_d
|
||||
when "deposit", "withdrawal"
|
||||
type == "deposit" ? -amount.to_d : amount.to_d
|
||||
when "interest"
|
||||
amount.to_d * -1
|
||||
end
|
||||
end
|
||||
|
||||
def family
|
||||
account.family
|
||||
end
|
||||
|
||||
def security
|
||||
|
@ -40,14 +110,4 @@ class Account::TradeBuilder < Account::EntryBuilder
|
|||
|
||||
security
|
||||
end
|
||||
|
||||
def amount
|
||||
price.to_d * signed_qty
|
||||
end
|
||||
|
||||
def signed_qty
|
||||
_qty = qty.to_d
|
||||
_qty = _qty * -1 if type == "sell"
|
||||
_qty
|
||||
end
|
||||
end
|
||||
|
|
Loading…
Add table
Add a link
Reference in a new issue