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Code Issues Releases Activity Actions

Migrate valuations controller to new reconciliation methods

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This commit is contained in:
Zach Gollwitzer 2025-07-10 10:31:40 -04:00
parent 25f0c78c47
commit d80cb9f812
19 changed files with 187 additions and 171 deletions
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8
app/models/account.rb
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@ -14,8 +14,6 @@ class Account < ApplicationRecord
has_many :holdings, dependent: :destroy
has_many :balances, dependent: :destroy
enum :classification, { asset: "asset", liability: "liability" }, validate: { allow_nil: true }
scope :visible, -> { where(status: [ "draft", "active" ]) }
@ -120,11 +118,6 @@ class Account < ApplicationRecord
.order(amount: :desc)
end
def update_balance(balance:, date: Date.current, currency: nil, notes: nil)
Account::BalanceUpdater.new(self, balance:, currency:, date:, notes:).update
end
def update_currency!(new_currency)
raise "Currency cannot be changed" if linked?
@ -134,7 +127,6 @@ class Account < ApplicationRecord
end
end
def start_date
first_entry_date = entries.minimum(:date) || Date.current
first_entry_date - 1.day