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https://github.com/maybe-finance/maybe.git
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1aae00f586
* add kind to transaction model * Basic transfer creator * Fix method naming conflict * Creator form pattern * Remove stale methods * Tweak migration * Remove BaseQuery, write entire query in each class for clarity * Query optimizations * Remove unused exchange rate query lines * Remove temporary cache-warming strategy * Fix test * Update transaction search * Decouple transactions endpoint from IncomeStatement * Clean up transactions controller * Update cursor rules * Cleanup comments, logic in search * Fix totals logic on transactions view * Fix pagination * Optimize search totals query * Default to last 30 days on transactions page if no filters * Decouple transactions list from transfer details * Revert transfer route * Migration reset * Bundle update * Fix matching logic, tests * Remove unused code
84 lines
2.6 KiB
Ruby
84 lines
2.6 KiB
Ruby
class TradesController < ApplicationController
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include EntryableResource
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# Defaults to a buy trade
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def new
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@account = Current.family.accounts.find_by(id: params[:account_id])
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@model = Current.family.entries.new(
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account: @account,
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currency: @account ? @account.currency : Current.family.currency,
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entryable: Trade.new
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)
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end
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# Can create a trade, transaction (e.g. "fees"), or transfer (e.g. "withdrawal")
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def create
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@account = Current.family.accounts.find(params[:account_id])
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@model = Trade::CreateForm.new(create_params.merge(account: @account)).create
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if @model.persisted?
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flash[:notice] = t("entries.create.success")
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@account) }
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format.turbo_stream { stream_redirect_back_or_to account_path(@account) }
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end
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else
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render :new, status: :unprocessable_entity
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end
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end
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def update
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if @entry.update(update_entry_params)
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@entry.sync_account_later
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@entry.account), notice: t("entries.update.success") }
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format.turbo_stream do
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render turbo_stream: [
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turbo_stream.replace(
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"header_entry_#{@entry.id}",
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partial: "trades/header",
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locals: { entry: @entry }
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),
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turbo_stream.replace("entry_#{@entry.id}", partial: "entries/entry", locals: { entry: @entry })
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]
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end
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end
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else
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render :show, status: :unprocessable_entity
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end
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end
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private
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def entry_params
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params.require(:entry).permit(
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:name, :date, :amount, :currency, :excluded, :notes, :nature,
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entryable_attributes: [ :id, :qty, :price ]
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)
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end
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def create_params
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params.require(:model).permit(
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:date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
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)
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end
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def update_entry_params
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return entry_params unless entry_params[:entryable_attributes].present?
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update_params = entry_params
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update_params = update_params.merge(entryable_type: "Trade")
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qty = update_params[:entryable_attributes][:qty]
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price = update_params[:entryable_attributes][:price]
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if qty.present? && price.present?
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qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
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update_params[:entryable_attributes][:qty] = qty
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update_params[:amount] = qty * price.to_d
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end
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update_params.except(:nature)
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end
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end
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