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Maybe/app/controllers/accounts_controller.rb
Zach Gollwitzer eac5d5e663
Populate holdings for "offline" securities properly (#1958)
* Placeholder logic for missing prices

* Generate holdings properly for "offline" securities

* Separate forward and reverse calculators for holdings and balances

* Remove unnecessary currency conversion during sync

* Clearer sync process

* Move price caching logic to dedicated model

* Base holding calculator

* Base calculator for balances

* Finish balance calculators

* Better naming

* Logs cleanup

* Remove stale data type

* Remove stale test

* Fix price lookup logic for holdings sync

* Fix Plaid item sync regression

* Remove temp logging

* Calculate cash and holdings series

* Add holdings, cash, and balance series dropdown for investments
2025-03-07 17:35:55 -05:00

45 lines
811 B
Ruby

class AccountsController < ApplicationController
before_action :set_account, only: %i[sync chart sparkline]
include Periodable
def index
@manual_accounts = family.accounts.manual.alphabetically
@plaid_items = family.plaid_items.ordered
render layout: "settings"
end
def sync
unless @account.syncing?
@account.sync_later
end
redirect_to account_path(@account)
end
def chart
@chart_view = params[:chart_view] || "balance"
render layout: "application"
end
def sparkline
render layout: false
end
def sync_all
unless family.syncing?
family.sync_later
end
redirect_to accounts_path
end
private
def family
Current.family
end
def set_account
@account = family.accounts.find(params[:id])
end
end