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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
31 lines
1,002 B
Ruby
31 lines
1,002 B
Ruby
module Account::EntriesHelper
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def permitted_entryable_partial_path(entry, relative_partial_path)
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"account/entries/entryables/#{permitted_entryable_key(entry)}/#{relative_partial_path}"
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end
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def unconfirmed_transfer?(entry)
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entry.marked_as_transfer? && entry.transfer.nil?
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end
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def transfer_entries(entries)
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transfers = entries.select { |e| e.transfer_id.present? }
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transfers.map(&:transfer).uniq
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end
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def entries_by_date(entries, selectable: true, totals: false)
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entries.reverse_chronological.group_by(&:date).map do |date, grouped_entries|
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content = capture do
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yield grouped_entries
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end
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render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable:, totals: }
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end.join.html_safe
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end
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private
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def permitted_entryable_key(entry)
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permitted_entryable_paths = %w[transaction valuation trade]
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entry.entryable_name_short.presence_in(permitted_entryable_paths)
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end
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end
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