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Code Issues Releases Activity Actions

Allow user to add buy and sell trade transactions for investment accounts (#1066)

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* 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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4
app/models/demo/generator.rb
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@ -207,7 +207,7 @@ class Demo::Generator
unknown = Security.find_by(ticker: "UNKNOWN")
# Buy 20 shares of the unknown stock to simulate a stock where we can't fetch security prices
account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Account::Trade.new(qty: 20, price: 5, security: unknown)
account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Account::Trade.new(qty: 20, price: 5, security: unknown, currency: "USD")
trades = [
{ security: aapl, qty: 20 }, { security: msft, qty: 10 }, { security: aapl, qty: -5 },
@ -228,7 +228,7 @@ class Demo::Generator
amount: qty * price,
currency: "USD",
name: name_prefix + "#{qty} shares of #{security.ticker}",
entryable: Account::Trade.new(qty: qty, price: price, security: security)
entryable: Account::Trade.new(qty: qty, price: price, currency: "USD", security: security)
end
end