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Maybe/app/models/concerns/accountable.rb
Zach Gollwitzer 49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526)
* 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
2024-12-10 17:41:20 -05:00

29 lines
681 B
Ruby

module Accountable
extend ActiveSupport::Concern
ASSET_TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset]
LIABILITY_TYPES = %w[CreditCard Loan OtherLiability]
TYPES = ASSET_TYPES + LIABILITY_TYPES
def self.from_type(type)
return nil unless TYPES.include?(type)
type.constantize
end
def self.by_classification
{ assets: ASSET_TYPES, liabilities: LIABILITY_TYPES }
end
included do
has_one :account, as: :accountable, touch: true
end
def post_sync
broadcast_replace_to(
account,
target: "chart_account_#{account.id}",
partial: "accounts/show/chart",
locals: { account: account }
)
end
end