Add loan and credit card views (#1268)

* Add loan and credit card views

* Lint fix

* Clean up overview card markup

* Lint fix

* Test fix
This commit is contained in:
Zach Gollwitzer
2024-10-08 17:16:37 -04:00
committed by GitHub
parent 9263dd3bbe
commit fd941d714d
34 changed files with 564 additions and 102 deletions

View File

@@ -82,6 +82,10 @@ class Account < ApplicationRecord
end
end
def original_balance
balances.chronological.first&.balance || balance
end
def owns_ticker?(ticker)
security_id = Security.find_by(ticker: ticker)&.id
entries.account_trades
@@ -93,6 +97,15 @@ class Account < ApplicationRecord
classification == "asset" ? "up" : "down"
end
def update_with_sync!(attributes)
transaction do
update!(attributes)
update_balance!(attributes[:balance]) if attributes[:balance]
end
sync_later
end
def update_balance!(balance)
valuation = entries.account_valuations.find_by(date: Date.current)