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6ebe8da928
* Add investment tracking to expenses Add new sections to dashboard and reporting around investments. * Create investment-integration-assessment.md * Delete .claude/settings.local.json Signed-off-by: soky srm <sokysrm@gmail.com> * Category trades * Simplify * Simplification and test fixes * FIX merge * Update views * Update 20251125141213_add_category_to_trades.rb * FIX tests * FIX statements and account status * cleanup * Add default cat for csv imports * Delete docs/roadmap/investment-integration-assessment.md Signed-off-by: soky srm <sokysrm@gmail.com> * Update trend calculation Use already existing column cost basis for trend calculation - Current value: qty * price (already stored as amount) - Cost basis total: qty * cost_basis - Unrealized gain: current value - cost basis total Fixes N+1 query also --------- Signed-off-by: soky srm <sokysrm@gmail.com>
85 lines
2.6 KiB
Ruby
85 lines
2.6 KiB
Ruby
class TradesController < ApplicationController
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include EntryableResource
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# Defaults to a buy trade
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def new
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@account = Current.family.accounts.find_by(id: params[:account_id])
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@model = Current.family.entries.new(
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account: @account,
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currency: @account ? @account.currency : Current.family.currency,
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entryable: Trade.new
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)
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end
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# Can create a trade, transaction (e.g. "fees"), or transfer (e.g. "withdrawal")
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def create
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@account = Current.family.accounts.find(params[:account_id])
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@model = Trade::CreateForm.new(create_params.merge(account: @account)).create
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if @model.persisted?
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flash[:notice] = t("entries.create.success")
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@account) }
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format.turbo_stream { stream_redirect_back_or_to account_path(@account) }
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end
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else
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render :new, status: :unprocessable_entity
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end
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end
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def update
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if @entry.update(update_entry_params)
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@entry.sync_account_later
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@entry.account), notice: t("entries.update.success") }
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format.turbo_stream do
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render turbo_stream: [
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turbo_stream.replace(
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"header_entry_#{@entry.id}",
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partial: "trades/header",
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locals: { entry: @entry }
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),
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turbo_stream.replace("entry_#{@entry.id}", partial: "entries/entry", locals: { entry: @entry })
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]
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end
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end
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else
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render :show, status: :unprocessable_entity
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end
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end
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private
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def entry_params
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params.require(:entry).permit(
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:name, :date, :amount, :currency, :excluded, :notes, :nature,
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entryable_attributes: [ :id, :qty, :price, :category_id ]
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)
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end
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def create_params
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params.require(:model).permit(
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:date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
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)
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end
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def update_entry_params
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return entry_params unless entry_params[:entryable_attributes].present?
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update_params = entry_params
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update_params = update_params.merge(entryable_type: "Trade")
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qty = update_params[:entryable_attributes][:qty]
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price = update_params[:entryable_attributes][:price]
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if qty.present? && price.present?
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qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
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update_params[:entryable_attributes][:qty] = qty
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update_params[:amount] = qty * price.to_d
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end
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update_params.except(:nature)
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end
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end
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