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Add loan and credit card views (#1268)
* Add loan and credit card views * Lint fix * Clean up overview card markup * Lint fix * Test fix
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@@ -82,6 +82,10 @@ class Account < ApplicationRecord
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end
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end
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def original_balance
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balances.chronological.first&.balance || balance
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end
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def owns_ticker?(ticker)
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security_id = Security.find_by(ticker: ticker)&.id
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entries.account_trades
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@@ -93,6 +97,15 @@ class Account < ApplicationRecord
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classification == "asset" ? "up" : "down"
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end
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def update_with_sync!(attributes)
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transaction do
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update!(attributes)
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update_balance!(attributes[:balance]) if attributes[:balance]
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end
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sync_later
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end
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def update_balance!(balance)
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valuation = entries.account_valuations.find_by(date: Date.current)
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