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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
57 lines
1.6 KiB
Ruby
57 lines
1.6 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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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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end
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