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Code Issues Releases Activity Actions

Show cash + holdings value for investment account view (#1046)

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* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
This commit is contained in:
Zach Gollwitzer 2024-08-02 17:09:25 -04:00 • committed by GitHub
parent 453a54e5e6
commit ea8309eedd
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20 changed files with 168 additions and 33 deletions
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14
app/controllers/account/cashes_controller.rb Normal file
View file

@ -0,0 +1,14 @@
class Account::CashesController < ApplicationController
layout :with_sidebar
before_action :set_account
def index
end
private
def set_account
@account = Current.family.accounts.find(params[:account_id])
end
end

2
app/controllers/account/entries_controller.rb
View file

@ -13,7 +13,7 @@ class Account::EntriesController < ApplicationController
end
def trades
@trades = @account.entries.account_trades.reverse_chronological
@trades = @account.entries.where(entryable_type: [ "Account::Transaction", "Account::Trade" ]).reverse_chronological
end
def new

3
app/controllers/accounts_controller.rb
View file

@ -31,7 +31,8 @@ class AccountsController < ApplicationController
end
def show
@balance_series = @account.series(period: @period)
@series = @account.series(period: @period)
@trend = @series.trend
end
def edit