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Maybe/app/controllers/account/holdings_controller.rb
Zach Gollwitzer 49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526)
* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00

28 lines
669 B
Ruby

class Account::HoldingsController < ApplicationController
layout :with_sidebar
before_action :set_holding, only: %i[show destroy]
def index
@account = Current.family.accounts.find(params[:account_id])
end
def show
end
def destroy
@holding.destroy_holding_and_entries!
flash[:notice] = t(".success")
respond_to do |format|
format.html { redirect_back_or_to account_path(@holding.account) }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, account_path(@holding.account)) }
end
end
private
def set_holding
@holding = Current.family.holdings.current.find(params[:id])
end
end