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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

21
app/models/trade.rb Normal file
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class Trade < ApplicationRecord
include Entryable, Monetizable
monetize :price
belongs_to :security
validates :qty, presence: true
validates :price, :currency, presence: true
def unrealized_gain_loss
return nil if qty.negative?
current_price = security.current_price
return nil if current_price.nil?
current_value = current_price * qty.abs
cost_basis = price_money * qty.abs
Trend.new(current: current_value, previous: cost_basis)
end
end