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Account:: namespace simplifications and cleanup (#2110)

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* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer
2025-04-14 11:40:34 -04:00
committed by GitHub
parent f181ba941f
commit e657c40d19
172 changed files with 1297 additions and 1258 deletions
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20
app/models/account.rb
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@@ -7,11 +7,11 @@ class Account < ApplicationRecord
belongs_to :import, optional: true
has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
has_many :entries, dependent: :destroy, class_name: "Account::Entry"
has_many :transactions, through: :entries, source: :entryable, source_type: "Account::Transaction"
has_many :valuations, through: :entries, source: :entryable, source_type: "Account::Valuation"
has_many :trades, through: :entries, source: :entryable, source_type: "Account::Trade"
has_many :holdings, dependent: :destroy, class_name: "Account::Holding"
has_many :entries, dependent: :destroy
has_many :transactions, through: :entries, source: :entryable, source_type: "Transaction"
has_many :valuations, through: :entries, source: :entryable, source_type: "Valuation"
has_many :trades, through: :entries, source: :entryable, source_type: "Trade"
has_many :holdings, dependent: :destroy
has_many :balances, dependent: :destroy
monetize :balance, :cash_balance
@@ -43,14 +43,14 @@ class Account < ApplicationRecord
date: Date.current,
amount: account.balance,
currency: account.currency,
entryable: Account::Valuation.new
entryable: Valuation.new
)
account.entries.build(
name: "Initial Balance",
date: 1.day.ago.to_date,
amount: initial_balance,
currency: account.currency,
entryable: Account::Valuation.new
entryable: Valuation.new
)
account.save!
@@ -113,7 +113,7 @@ class Account < ApplicationRecord
end
def update_balance!(balance)
valuation = entries.account_valuations.find_by(date: Date.current)
valuation = entries.valuations.find_by(date: Date.current)
if valuation
valuation.update! amount: balance
@@ -123,7 +123,7 @@ class Account < ApplicationRecord
name: "Balance update",
amount: balance,
currency: currency,
entryable: Account::Valuation.new
entryable: Valuation.new
end
end
@@ -148,7 +148,7 @@ class Account < ApplicationRecord
end
def first_valuation
entries.account_valuations.order(:date).first
entries.valuations.order(:date).first
end
def first_valuation_amount