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Maybe/app/controllers/accounts_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

51 lines
1.3 KiB
Ruby

class AccountsController < ApplicationController
layout :with_sidebar
before_action :set_account, only: %i[sync]
def index
@manual_accounts = Current.family.accounts.where(scheduled_for_deletion: false).manual.alphabetically
@plaid_items = Current.family.plaid_items.where(scheduled_for_deletion: false).ordered
end
def summary
@period = Period.from_param(params[:period])
snapshot = Current.family.snapshot(@period)
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@liability_series = snapshot[:liability_series]
@accounts = Current.family.accounts.active
@account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
end
def list
@period = Period.from_param(params[:period])
render layout: false
end
def sync
unless @account.syncing?
@account.sync_later
end
redirect_to account_path(@account)
end
def chart
@account = Current.family.accounts.find(params[:id])
render layout: "application"
end
def sync_all
unless Current.family.syncing?
Current.family.sync_later
end
redirect_to accounts_path
end
private
def set_account
@account = Current.family.accounts.find(params[:id])
end
end