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Account:: namespace simplifications and cleanup (#2110)

* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer 2025-04-14 11:40:34 -04:00 committed by GitHub
parent f181ba941f
commit e657c40d19
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172 changed files with 1297 additions and 1258 deletions

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@ -31,7 +31,7 @@ class PlaidInvestmentSync
t.amount = transaction.amount
t.currency = transaction.iso_currency_code
t.date = transaction.date
t.entryable = Account::Transaction.new
t.entryable = Transaction.new
end
else
new_transaction = plaid_account.account.entries.find_or_create_by!(plaid_id: transaction.investment_transaction_id) do |t|
@ -39,7 +39,7 @@ class PlaidInvestmentSync
t.amount = transaction.quantity * transaction.price
t.currency = transaction.iso_currency_code
t.date = transaction.date
t.entryable = Account::Trade.new(
t.entryable = Trade.new(
security: security,
qty: transaction.quantity,
price: transaction.price,