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eac5d5e663
* 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
18 lines
449 B
Ruby
18 lines
449 B
Ruby
module Account::Linkable
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extend ActiveSupport::Concern
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included do
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belongs_to :plaid_account, optional: true
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end
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# A "linked" account gets transaction and balance data from a third party like Plaid
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def linked?
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plaid_account_id.present?
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end
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# An "offline" or "unlinked" account is one where the user tracks values and
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# adds transactions manually, without the help of a data provider
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def unlinked?
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!linked?
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end
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end
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