Files
sure/app/models/account/chartable.rb
Anas Limouri a90f9b7317 Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
* [FEATURE] Add CoinStats exchange portfolios and normalize linked investment charts

* [BUGFIX] Fix CoinStats PR regressions

* [BUGFIX] Fix CoinStats PR review findings

* [BUGFIX] Address follow-up CoinStats PR feedback

* [REFACTO] Extract CoinStats exchange account helpers

* [BUGFIX] Batch linked CoinStats chart normalization

* [BUGFIX] Fix CoinStats processor lint

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-01 20:25:06 +02:00

40 lines
1.2 KiB
Ruby

module Account::Chartable
extend ActiveSupport::Concern
SPARKLINE_CACHE_VERSION = "v4"
def favorable_direction
classification == "asset" ? "up" : "down"
end
def balance_series(period: Period.last_30_days, view: :balance, interval: nil)
raise ArgumentError, "Invalid view type" unless [ :balance, :cash_balance, :holdings_balance ].include?(view.to_sym)
@balance_series ||= {}
memo_key = [ period.start_date, period.end_date, interval ].compact.join("_")
builder = (@balance_series[memo_key] ||= Balance::ChartSeriesBuilder.new(
account_ids: [ id ],
currency: self.currency,
period: period,
favorable_direction: favorable_direction,
interval: interval
))
normalize_linked_investment_series(builder.send("#{view}_series"))
end
def sparkline_series
cache_key = family.build_cache_key("#{id}_sparkline_#{SPARKLINE_CACHE_VERSION}", invalidate_on_data_updates: true)
Rails.cache.fetch(cache_key, expires_in: 24.hours) do
balance_series
end
end
private
def normalize_linked_investment_series(series)
Balance::LinkedInvestmentSeriesNormalizer.new(account: self, series: series).normalize
end
end