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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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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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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