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49c353e10c
* 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
35 lines
830 B
Ruby
35 lines
830 B
Ruby
class Investment < ApplicationRecord
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include Accountable
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SUBTYPES = [
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[ "Brokerage", "brokerage" ],
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[ "Pension", "pension" ],
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[ "Retirement", "retirement" ],
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[ "401(k)", "401k" ],
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[ "Traditional 401(k)", "traditional_401k" ],
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[ "Roth 401(k)", "roth_401k" ],
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[ "529 Plan", "529_plan" ],
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[ "Health Savings Account", "hsa" ],
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[ "Mutual Fund", "mutual_fund" ],
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[ "Traditional IRA", "traditional_ira" ],
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[ "Roth IRA", "roth_ira" ],
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[ "Angel", "angel" ]
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].freeze
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def color
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"#1570EF"
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end
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def icon
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"line-chart"
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end
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def post_sync
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broadcast_replace_to(
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account,
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target: "chart_account_#{account.id}",
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partial: account.plaid_account_id.present? ? "investments/chart" : "accounts/show/chart",
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locals: { account: account }
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)
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end
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end
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