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Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates
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75 changed files with 801 additions and 624 deletions
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class Account::Trade < ApplicationRecord
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include Account::Entryable
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include Account::Entryable, Monetizable
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monetize :price
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belongs_to :security
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validates :qty, presence: true, numericality: { other_than: 0 }
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validates :price, presence: true
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validates :price, :currency, presence: true
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class << self
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def search(_params)
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46
app/models/account/trade_builder.rb
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46
app/models/account/trade_builder.rb
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class Account::TradeBuilder
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TYPES = %w[ buy sell ].freeze
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include ActiveModel::Model
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attr_accessor :type, :qty, :price, :ticker, :date, :account
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validates :type, :qty, :price, :ticker, :date, presence: true
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validates :price, numericality: { greater_than: 0 }
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validates :type, inclusion: { in: TYPES }
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def save
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if valid?
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create_entry
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end
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end
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private
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def create_entry
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account.entries.account_trades.create! \
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date: date,
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amount: amount,
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currency: account.currency,
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entryable: Account::Trade.new(
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security: security,
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qty: signed_qty,
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price: price.to_d,
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currency: account.currency
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)
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end
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def security
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Security.find_or_create_by(ticker: ticker)
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end
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def amount
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price.to_d * signed_qty
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end
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def signed_qty
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_qty = qty.to_d
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_qty = _qty * -1 if type == "sell"
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_qty
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end
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end
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