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The Account model only delegated the subtype reader to the accountable, but not the writer. This caused form submissions with `account[subtype]` to be silently ignored since there was no setter method on Account. Changes: - Add `subtype=` writer method to Account that delegates to accountable - Add additional investment subtypes (457b, sep_ira, simple_ira, trust, ugma, utma, other) to Investment::SUBTYPES for better coverage - Update PlaidAccount::TypeMappable with additional investment subtype mappings (403b, 457b, sep_ira, simple_ira, trust, ugma, utma) Fixes #502 Co-authored-by: Claude <noreply@anthropic.com>
41 lines
1.3 KiB
Ruby
41 lines
1.3 KiB
Ruby
class Investment < ApplicationRecord
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include Accountable
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SUBTYPES = {
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"brokerage" => { short: "Brokerage", long: "Brokerage" },
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"pension" => { short: "Pension", long: "Pension" },
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"retirement" => { short: "Retirement", long: "Retirement" },
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"401k" => { short: "401(k)", long: "401(k)" },
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"roth_401k" => { short: "Roth 401(k)", long: "Roth 401(k)" },
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"403b" => { short: "403(b)", long: "403(b)" },
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"457b" => { short: "457(b)", long: "457(b)" },
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"tsp" => { short: "TSP", long: "Thrift Savings Plan" },
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"529_plan" => { short: "529 Plan", long: "529 Plan" },
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"hsa" => { short: "HSA", long: "Health Savings Account" },
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"mutual_fund" => { short: "Mutual Fund", long: "Mutual Fund" },
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"ira" => { short: "IRA", long: "Traditional IRA" },
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"roth_ira" => { short: "Roth IRA", long: "Roth IRA" },
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"sep_ira" => { short: "SEP IRA", long: "SEP IRA" },
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"simple_ira" => { short: "SIMPLE IRA", long: "SIMPLE IRA" },
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"angel" => { short: "Angel", long: "Angel" },
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"trust" => { short: "Trust", long: "Trust" },
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"ugma" => { short: "UGMA", long: "UGMA" },
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"utma" => { short: "UTMA", long: "UTMA" },
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"other" => { short: "Other", long: "Other Investment" }
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}.freeze
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class << self
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def color
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"#1570EF"
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end
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def classification
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"asset"
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end
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def icon
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"chart-line"
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end
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end
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end
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