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c5bf1db230
* Add additional subtypes and allow for None * Add parens for consistency on 401 * Remove cryptocurrency investment subtype * Handle nil value * Use objects current subtype as the initial selection * Remove "None" option to default to helper prompt * Fix blank/none selection * Only include blank if subtype is present * Simplify investment subtype dropdown * Improve depository subtype
49 lines
1.5 KiB
Ruby
49 lines
1.5 KiB
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 value
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account.balance_money + holdings_value
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end
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def holdings_value
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account.holdings.current.known_value.sum(&:amount) || Money.new(0, account.currency)
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end
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def series(period: Period.all, currency: account.currency)
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balance_series = account.balances.in_period(period).where(currency: currency)
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holding_series = account.holdings.known_value.in_period(period).where(currency: currency)
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holdings_by_date = holding_series.group_by(&:date).transform_values do |holdings|
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holdings.sum(&:amount)
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end
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combined_series = balance_series.map do |balance|
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holding_amount = holdings_by_date[balance.date] || 0
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{ date: balance.date, value: Money.new(balance.balance + holding_amount, currency) }
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end
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if combined_series.empty? && period.date_range.end == Date.current
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TimeSeries.new([ { date: Date.current, value: self.value.exchange_to(currency) } ])
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else
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TimeSeries.new(combined_series)
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end
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rescue Money::ConversionError
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TimeSeries.new([])
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end
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end
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