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cf5e7de65f
* - Add tests for `Simplefin::AccountTypeMapper` and `AccountSimplefinCreation` - Implement `Simplefin::AccountTypeMapper` for account type inference with fallback-only logic - Enhance inactive state handling for `SimplefinItem::Importer` - Improve subtype selection handling in views with confidence-based inference * Remove unnecessary `.presence` check for `openai_uri_base` in hostings settings * Refine zero balance detection logic in `SimplefinItem::Importer` and add regression test for missing balances scenario * Enhance account type and subtype inference logic with explicit investment subtype mapping, improved regex handling, and institution-based credit card detection * Refine retirement subtype mapping in `AccountTypeMapper` tests with explicit case-based assertions * Expand `AccountTypeMapper` investment subtype mapping to include `403b` and `tsp` with updated regex definitions * Remove unused `retirement_hint?` method in `AccountTypeMapper` to simplify codebase --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
34 lines
1003 B
Ruby
34 lines
1003 B
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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"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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"angel" => { short: "Angel", long: "Angel" }
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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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"line-chart"
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end
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end
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end
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