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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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13
app/helpers/account/cashes_helper.rb Normal file
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@ -0,0 +1,13 @@
module Account::CashesHelper
def brokerage_cash(account)
currency = Money::Currency.new(account.currency)
account.holdings.build \
date: Date.current,
qty: account.balance,
price: 1,
amount: account.balance,
currency: account.currency,
security: Security.new(ticker: currency.iso_code, name: currency.name)
end
end

3
app/helpers/accounts_helper.rb
View file

@ -25,11 +25,12 @@ module AccountsHelper
def account_tabs(account)
holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), content_path: account_holdings_path(account) }
cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), content_path: account_cashes_path(account) }
value_tab = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: valuation_account_entries_path(account) }
transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: transaction_account_entries_path(account) }
trades_tab = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: trade_account_entries_path(account) }
return [ holdings_tab, trades_tab ] if account.investment?
return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
[ value_tab, transactions_tab ]
end