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* Add REST API for holdings and trades (Discussion #905) - Trades: GET index (filter by account_id, account_ids, start_date, end_date), GET show, POST create (buy/sell with security_id or ticker), PATCH update, DELETE destroy. Create restricted to accounts that support trades (investment or crypto exchange). Uses existing Trade::CreateForm for creation. - Holdings: GET index (filter by account_id, account_ids, date, start_date, end_date, security_id), GET show. Read-only; scoped to family. - Auth: read scope for index/show; write scope for create/update/destroy. - Responses: JSON via jbuilder (trade: id, date, amount, qty, price, account, security, category; holding: id, date, qty, price, amount, account, security, avg_cost). Pagination for index endpoints (page, per_page). Co-authored-by: Cursor <cursoragent@cursor.com> * API v1 holdings & trades: validation, docs, specs - Holdings: validate date params, return 400 for invalid dates (parse_date!) - Trades: validate start_date/end_date, return 422 for invalid dates - Trades: accept buy/sell and inflow/outflow in update (trade_sell_from_type_or_nature?) - Trades view: nil guard for trade.security - Trades apply_filters: single join(:entry) when filtering - OpenAPI: add Trade/TradeCollection schemas, ErrorResponse.errors - Add spec/requests/api/v1/holdings_spec.rb and trades_spec.rb (rswag) - Regenerate docs/api/openapi.yaml Co-authored-by: Cursor <cursoragent@cursor.com> * CI: fix Brakeman and test rate-limit failures - Disable Rack::Attack in test (use existing enabled flag) so parallel API tests no longer hit 429 from shared api_ip throttle - Add Brakeman ignore for trades_controller trade_params mass-assignment (account_id/security_id validated in create/update) - Trades/holdings API and OpenAPI spec updates Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: partial qty/price update fallback; fix PATCH OpenAPI schema - Fall back to existing trade qty/price when only one is supplied so sign normalisation and amount recalculation always run - OpenAPI: remove top-level qty, price, investment_activity_label, category_id from PATCH body; document entryable_attributes only Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: fix update/DELETE OpenAPI and avoid sell-trade corruption - Only run qty/price normalisation when client sends qty or price; preserve existing trade direction when type/nature omitted - OpenAPI: remove duplicate PATCH path param; add 422 for PATCH; document DELETE 200 body (DeleteResponse) Co-authored-by: Cursor <cursoragent@cursor.com> * API: flat trade update params, align holdings errors, spec/OpenAPI fixes - Trades update: accept flat params (qty, price, type, etc.), build entryable_attributes in build_entry_params_for_update (match transactions) - Holdings: ArgumentError → 422 validation_failed; parse_date!(value, name) with safe message; extract render_validation_error, log_and_render_error - Specs: path id required (trades, holdings); trades delete 200 DeleteResponse; remove holdings 500; trades update body flat; holdings 422 invalid date - OpenAPI: PATCH trade request body flat Co-authored-by: Cursor <cursoragent@cursor.com> * OpenAPI: add 422 invalid date filter to holdings index Co-authored-by: Cursor <cursoragent@cursor.com> * API consistency and RSwag doc-only fixes - Trades: use render_validation_error in all 4 validation paths; safe_per_page_param case/when - Holdings: set_holding to family.holdings.find; price as Money.format in API; safe_per_page_param case/when - Swagger: Holding qty/price descriptions (Quantity of shares held, Formatted price per share) - RSwag: trades delete and valuations 201 use bare run_test! (documentation only, no expect) Co-authored-by: Cursor <cursoragent@cursor.com> * Fix index-vs-show visibility inconsistencies and preserve custom activity labels - Add account status filter to set_holding to match index behavior - Add visible scope to set_trade to match index behavior - Preserve existing investment_activity_label when updating qty/price Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: clearer validation for non-numeric qty/price Return 'must be valid numbers' when qty or price is non-numeric (e.g. abc) instead of misleading 'must be present and positive'. Co-authored-by: Cursor <cursoragent@cursor.com> --------- Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com> Co-authored-by: Cursor <cursoragent@cursor.com>
40 lines
894 B
Ruby
40 lines
894 B
Ruby
# frozen_string_literal: true
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json.id trade.id
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json.date trade.entry.date
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json.amount trade.entry.amount_money.format
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json.currency trade.currency
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json.name trade.entry.name
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json.notes trade.entry.notes
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json.qty trade.qty
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json.price trade.price_money.format
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json.investment_activity_label trade.investment_activity_label
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json.account do
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json.id trade.entry.account.id
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json.name trade.entry.account.name
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json.account_type trade.entry.account.accountable_type.underscore
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end
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if trade.security.present?
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json.security do
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json.id trade.security.id
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json.ticker trade.security.ticker
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json.name trade.security.name
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end
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else
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json.security nil
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end
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if trade.category.present?
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json.category do
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json.id trade.category.id
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json.name trade.category.name
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end
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else
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json.category nil
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end
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json.created_at trade.created_at.iso8601
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json.updated_at trade.updated_at.iso8601
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