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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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4
app/models/account/holding.rb
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@ -10,6 +10,8 @@ class Account::Holding < ApplicationRecord
scope :chronological, -> { order(:date) }
scope :current, -> { where(date: Date.current).order(amount: :desc) }
scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
scope :known_value, -> { where.not(amount: nil) }
scope :for, ->(security) { where(security_id: security).order(:date) }
delegate :name, to: :security
@ -18,7 +20,7 @@ class Account::Holding < ApplicationRecord
def weight
return nil unless amount
portfolio_value = account.holdings.current.where.not(amount: nil).sum(&:amount)
portfolio_value = account.holdings.current.known_value.sum(&:amount)
portfolio_value.zero? ? 1 : amount / portfolio_value * 100
end