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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
This commit is contained in:
Zach Gollwitzer 2024-08-09 11:22:57 -04:00 committed by GitHub
parent 6bca35fa22
commit e05f03b314
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75 changed files with 801 additions and 624 deletions

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@ -1,10 +1,12 @@
class Account::Trade < ApplicationRecord
include Account::Entryable
include Account::Entryable, Monetizable
monetize :price
belongs_to :security
validates :qty, presence: true, numericality: { other_than: 0 }
validates :price, presence: true
validates :price, :currency, presence: true
class << self
def search(_params)

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@ -0,0 +1,46 @@
class Account::TradeBuilder
TYPES = %w[ buy sell ].freeze
include ActiveModel::Model
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 }
def save
if valid?
create_entry
end
end
private
def create_entry
account.entries.account_trades.create! \
date: date,
amount: amount,
currency: account.currency,
entryable: Account::Trade.new(
security: security,
qty: signed_qty,
price: price.to_d,
currency: account.currency
)
end
def security
Security.find_or_create_by(ticker: ticker)
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