mirror of
https://github.com/we-promise/sure.git
synced 2026-05-09 21:54:58 +00:00
139c89d0f4
* feat(investments): add India investment subtypes and exchange support * fix(yahoo-finance): scope Indian exchange de-duplication per company instead of globally Resolves feedback from Codex and CodeRabbit on #1413. prefer_indian_exchange previously collapsed all Indian securities into a single entry, silently dropping unrelated tickers. Now groups Indian listings by name and only de-duplicates within each group, so distinct companies (e.g. Reliance and Infosys) are preserved while NSE/BSE dual-listings still prefer NSE. - Derive India subtype keys dynamically from Investment::SUBTYPES in tests - Fix missing keyword arguments in Security.new test calls * refactor(yahoo-finance): generalize exchange config and dual-listing de-duplication Replaces hardcoded Indian exchange logic with a declarative EXCHANGE_CONFIG hash that maps ISO MIC codes to Yahoo-specific settings (symbol suffix, default currency, dual-listing group, and preference rank). This makes adding new markets a one-line hash entry instead of scattered conditionals. * fix(yahoo-finance): normalize security names for dual-listing de-duplication * fix(yahoo-finance): skip dual-listing de-duplication when filtering by exchange * fix: address PR review feedback for India market support - fix cache key mismatch in fetch_security_price by normalizing symbol before building cache key - remove dead YAHOO_EXCHANGE_CURRENCY constant - tighten normalize_symbol guard to use end_with?(suffix) instead of include?('.') - remove misleading '# India' comment from Property::SUBTYPES - remove 'rented' property subtype in favor of 'investment_property' - rename 'demat' to 'indian_stocks' for clarity - add INR to CURRENCY_REGION_MAP so India appears first for INR users - add dotted-symbol regression test for normalize_symbol * fix(investments): rename 'demat' subtype to 'indian_stocks' and remove trailing comma
62 lines
1.6 KiB
Ruby
62 lines
1.6 KiB
Ruby
class Property < ApplicationRecord
|
|
include Accountable
|
|
|
|
SUBTYPES = {
|
|
"single_family_home" => { short: "Single Family Home", long: "Single Family Home" },
|
|
"multi_family_home" => { short: "Multi-Family Home", long: "Multi-Family Home" },
|
|
"condominium" => { short: "Condo", long: "Condominium" },
|
|
"townhouse" => { short: "Townhouse", long: "Townhouse" },
|
|
"investment_property" => { short: "Investment Property", long: "Investment Property" },
|
|
"second_home" => { short: "Second Home", long: "Second Home" },
|
|
"apartment" => { short: "Apartment", long: "Apartment" },
|
|
"plot" => { short: "Plot", long: "Plot / Land" },
|
|
"commercial" => { short: "Commercial", long: "Commercial Property" },
|
|
"agri_land" => { short: "Agri Land", long: "Agricultural Land" }
|
|
}.freeze
|
|
|
|
has_one :address, as: :addressable, dependent: :destroy
|
|
|
|
accepts_nested_attributes_for :address
|
|
|
|
attribute :area_unit, :string, default: "sqft"
|
|
|
|
class << self
|
|
def icon
|
|
"home"
|
|
end
|
|
|
|
def color
|
|
"#06AED4"
|
|
end
|
|
|
|
def classification
|
|
"asset"
|
|
end
|
|
end
|
|
|
|
def area
|
|
Measurement.new(area_value, area_unit) if area_value.present?
|
|
end
|
|
|
|
def purchase_price
|
|
first_valuation_amount
|
|
end
|
|
|
|
def trend
|
|
Trend.new(current: account.balance_money, previous: first_valuation_amount)
|
|
end
|
|
|
|
def balance_display_name
|
|
"market value"
|
|
end
|
|
|
|
def opening_balance_display_name
|
|
"original purchase price"
|
|
end
|
|
|
|
private
|
|
def first_valuation_amount
|
|
account.entries.valuations.order(:date).first&.amount_money || account.balance_money
|
|
end
|
|
end
|