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https://github.com/maybe-finance/maybe.git
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65db49273c
* Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects
45 lines
870 B
Ruby
45 lines
870 B
Ruby
class Account::Trade < ApplicationRecord
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include Account::Entryable, Monetizable
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monetize :price
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belongs_to :security
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validates :qty, presence: true, numericality: { other_than: 0 }
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validates :price, :currency, presence: true
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class << self
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def search(_params)
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all
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end
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def requires_search?(_params)
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false
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end
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end
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def sell?
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qty < 0
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end
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def buy?
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qty > 0
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end
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def name
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prefix = sell? ? "Sell " : "Buy "
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generated = prefix + "#{qty.abs} shares of #{security.ticker}"
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entry.name || generated
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end
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def unrealized_gain_loss
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return nil if sell?
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current_price = security.current_price
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return nil if current_price.nil?
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current_value = current_price * qty.abs
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cost_basis = price_money * qty.abs
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TimeSeries::Trend.new(current: current_value, previous: cost_basis)
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end
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end
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