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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
13 lines
385 B
Ruby
13 lines
385 B
Ruby
module Account::HoldingsHelper
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def brokerage_cash_holding(account)
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currency = Money::Currency.new(account.currency)
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account.holdings.build \
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date: Date.current,
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qty: account.cash_balance,
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price: 1,
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amount: account.cash_balance,
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currency: currency.iso_code,
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security: Security.new(ticker: currency.iso_code, name: currency.name)
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end
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end
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