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

* 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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@ -17,4 +17,20 @@ module Accountable
included do
has_one :account, as: :accountable, touch: true
end
def value
account.balance_money
end
def series(period: Period.all, currency: account.currency)
balance_series = account.balances.in_period(period).where(currency: currency)
if balance_series.empty? && period.date_range.end == Date.current
TimeSeries.new([ { date: Date.current, value: account.balance_money.exchange_to(currency) } ])
else
TimeSeries.from_collection(balance_series, :balance_money)
end
rescue Money::ConversionError
TimeSeries.new([])
end
end