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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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12
app/models/demo/generator.rb
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@@ -361,7 +361,7 @@ class Demo::Generator
unknown = Security.find_by(ticker: "UNKNOWN")
# Buy 20 shares of the unknown stock to simulate a stock where we can't fetch security prices
account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Account::Trade.new(qty: 20, price: 5, security: unknown, currency: "USD")
account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Trade.new(qty: 20, price: 5, security: unknown, currency: "USD")
trades = [
{ security: aapl, qty: 20 }, { security: msft, qty: 10 }, { security: aapl, qty: -5 },
@@ -382,7 +382,7 @@ class Demo::Generator
amount: qty * price,
currency: "USD",
name: name_prefix + "#{qty} shares of #{security.ticker}",
entryable: Account::Trade.new(qty: qty, price: price, currency: "USD", security: security)
entryable: Trade.new(qty: qty, price: price, currency: "USD", security: security)
end
end
@@ -450,20 +450,20 @@ class Demo::Generator
entry_defaults = {
date: Faker::Number.between(from: 0, to: 730).days.ago.to_date,
currency: "USD",
entryable: Account::Transaction.new(transaction_attributes)
entryable: Transaction.new(transaction_attributes)
}
Account::Entry.create! entry_defaults.merge(entry_attributes)
Entry.create! entry_defaults.merge(entry_attributes)
end
def create_valuation!(account, date, amount)
Account::Entry.create! \
Entry.create! \
account: account,
date: date,
amount: amount,
currency: "USD",
name: "Balance update",
entryable: Account::Valuation.new
entryable: Valuation.new
end
def random_family_record(model, family)