Files
sure/app/models/account/trade.rb
Zach Gollwitzer c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506)
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
2024-11-27 16:01:50 -05:00

45 lines
797 B
Ruby

class Account::Trade < ApplicationRecord
include Account::Entryable, Monetizable
monetize :price
belongs_to :security
validates :qty, presence: true
validates :price, :currency, presence: true
class << self
def search(_params)
all
end
def requires_search?(_params)
false
end
end
def sell?
qty < 0
end
def buy?
qty > 0
end
def name
prefix = sell? ? "Sell " : "Buy "
prefix + "#{qty.abs} shares of #{security.ticker}"
end
def unrealized_gain_loss
return nil if sell?
current_price = security.current_price
return nil if current_price.nil?
current_value = current_price * qty.abs
cost_basis = price_money * qty.abs
TimeSeries::Trend.new(current: current_value, previous: cost_basis)
end
end