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Code Issues Releases Activity Actions 1

Add loan and credit card views (#1268)

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* Add loan and credit card views

* Lint fix

* Clean up overview card markup

* Lint fix

* Test fix
This commit is contained in:
Zach Gollwitzer 2024-10-08 17:16:37 -04:00 • committed by GitHub
parent 9263dd3bbe
commit fd941d714d
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34 changed files with 564 additions and 102 deletions
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13
app/models/account.rb
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@ -82,6 +82,10 @@ class Account < ApplicationRecord
end
end
def original_balance
balances.chronological.first&.balance || balance
end
def owns_ticker?(ticker)
security_id = Security.find_by(ticker: ticker)&.id
entries.account_trades
@ -93,6 +97,15 @@ class Account < ApplicationRecord
classification == "asset" ? "up" : "down"
end
def update_with_sync!(attributes)
transaction do
update!(attributes)
update_balance!(attributes[:balance]) if attributes[:balance]
end
sync_later
end
def update_balance!(balance)
valuation = entries.account_valuations.find_by(date: Date.current)