Centralize entry naming

app/models/account.rb

@@ -64,14 +64,14 @@ def create_and_sync(attributes)
       transaction do
         # Create 2 valuations for new accounts to establish a value history for users to see
         account.entries.build(
-          name: "Current Balance",
+          name: Valuation.build_current_anchor_name(account.accountable_type),
           date: Date.current,
           amount: account.balance,
           currency: account.currency,
           entryable: Valuation.new
         )
         account.entries.build(
-          name: "Initial Balance",
+          name: Valuation.build_opening_anchor_name(account.accountable_type),
           date: 1.day.ago.to_date,
           amount: initial_balance,
           currency: account.currency,

app/models/account/balance_updater.rb

@@ -23,7 +23,7 @@ def update
 
       valuation_entry.amount = balance
       valuation_entry.currency = currency if currency.present?
-      valuation_entry.name = "Manual #{account.accountable.balance_display_name} update"
+      valuation_entry.name = Valuation.build_reconciliation_name(account.accountable_type)
       valuation_entry.notes = notes if notes.present?
       valuation_entry.save!
     end

app/models/account_import.rb

@@ -18,8 +18,8 @@ def import!
         account.entries.create!(
           amount: row.amount,
           currency: row.currency,
-          date: Date.current,
-          name: "Imported account value",
+          date: 2.years.ago.to_date,
+          name: Valuation.build_opening_anchor_name(account.accountable_type),
           entryable: Valuation.new
         )
       end

app/models/demo/generator.rb

@@ -1176,7 +1176,7 @@ def reconcile_balances!(family)
       @home.entries.create!(
         entryable: Valuation.new,
         amount: 350_000,
-        name: "Current Market Value",
+        name: Valuation.build_current_anchor_name(@home.accountable_type),
         currency: "USD",
         date: Date.current
       )
@@ -1185,31 +1185,31 @@ def reconcile_balances!(family)
       @honda_accord.entries.create!(
         entryable: Valuation.new,
         amount: 18_000,
-        name: "Current Market Value",
+        name: Valuation.build_current_anchor_name(@honda_accord.accountable_type),
         currency: "USD",
         date: Date.current
       )
 
       @tesla_model3.entries.create!(
         entryable: Valuation.new,
         amount: 4_500,
-        name: "Current Market Value",
+        name: Valuation.build_current_anchor_name(@tesla_model3.accountable_type),
         currency: "USD",
         date: Date.current
       )
 
       @jewelry.entries.create!(
         entryable: Valuation.new,
         amount: 2000,
-        name: "Current Market Value",
+        name: Valuation.build_reconciliation_name(@jewelry.accountable_type),
         currency: "USD",
         date: 90.days.ago.to_date
       )
 
       @personal_loc.entries.create!(
         entryable: Valuation.new,
         amount: 800,
-        name: "Owed",
+        name: Valuation.build_reconciliation_name(@personal_loc.accountable_type),
         currency: "USD",
         date: 120.days.ago.to_date
       )

app/models/trade.rb

@@ -8,6 +8,13 @@ class Trade < ApplicationRecord
   validates :qty, presence: true
   validates :price, :currency, presence: true
 
+  class << self
+    def build_name(type, qty, ticker)
+      prefix = type == "buy" ? "Buy" : "Sell"
+      "#{prefix} #{qty.to_d.abs} shares of #{ticker}"
+    end
+  end
+
   def unrealized_gain_loss
     return nil if qty.negative?
     current_price = security.current_price

app/models/trade/create_form.rb

@@ -29,13 +29,11 @@ def security
     end
 
     def create_trade
-      prefix = type == "sell" ? "Sell " : "Buy "
-      trade_name = prefix + "#{qty.to_i.abs} shares of #{security.ticker}"
       signed_qty = type == "sell" ? -qty.to_d : qty.to_d
       signed_amount = signed_qty * price.to_d
 
       trade_entry = account.entries.new(
-        name: trade_name,
+        name: Trade.build_name(type, qty, security.ticker),
         date: date,
         amount: signed_amount,
         currency: currency,

app/models/valuation.rb

@@ -1,3 +1,23 @@
 class Valuation < ApplicationRecord
   include Entryable
+
+  class << self
+    def build_reconciliation_name(accountable_type)
+      Valuation::Name.new("reconciliation", accountable_type).to_s
+    end
+
+    def build_opening_anchor_name(accountable_type)
+      Valuation::Name.new("opening_anchor", accountable_type).to_s
+    end
+
+    def build_current_anchor_name(accountable_type)
+      Valuation::Name.new("current_anchor", accountable_type).to_s
+    end
+  end
+
+  # TODO: Remove this method when `kind` column is added to valuations table
+  # This is a temporary implementation until the database migration is complete
+  def kind
+    "reconciliation"
+  end
 end

app/models/valuation/name.rb

@@ -0,0 +1,57 @@
+class Valuation::Name
+  def initialize(valuation_kind, accountable_type)
+    @valuation_kind = valuation_kind
+    @accountable_type = accountable_type
+  end
+
+  def to_s
+    case valuation_kind
+    when "opening_anchor"
+      opening_anchor_name
+    when "current_anchor"
+      current_anchor_name
+    else
+      recon_name
+    end
+  end
+
+  private
+    attr_reader :valuation_kind, :accountable_type
+
+    def opening_anchor_name
+      case accountable_type
+      when "Property"
+        "Original purchase price"
+      when "Loan"
+        "Original principal"
+      when "Investment"
+        "Opening account value"
+      else
+        "Opening balance"
+      end
+    end
+
+    def current_anchor_name
+      case accountable_type
+      when "Property"
+        "Current market value"
+      when "Loan"
+        "Current loan balance"
+      when "Investment"
+        "Current account value"
+      else
+        "Current balance"
+      end
+    end
+
+    def recon_name
+      case accountable_type
+      when "Property", "Investment"
+        "Manual value update"
+      when "Loan"
+        "Manual principal update"
+      else
+        "Manual balance update"
+      end
+    end
+end

test/controllers/valuations_controller_test.rb

@@ -23,7 +23,7 @@ class ValuationsControllerTest < ActionDispatch::IntegrationTest
     end
 
     created_entry = Entry.order(created_at: :desc).first
-    assert_equal "Manual account value update", created_entry.name
+    assert_equal "Manual value update", created_entry.name
     assert_equal Date.current, created_entry.date
     assert_equal account.balance + 100, created_entry.amount_money.to_f
 

test/models/trade_test.rb

@@ -0,0 +1,23 @@
+require "test_helper"
+
+class TradeTest < ActiveSupport::TestCase
+  test "build_name generates buy trade name" do
+    name = Trade.build_name("buy", 10, "AAPL")
+    assert_equal "Buy 10.0 shares of AAPL", name
+  end
+
+  test "build_name generates sell trade name" do
+    name = Trade.build_name("sell", 5, "MSFT")
+    assert_equal "Sell 5.0 shares of MSFT", name
+  end
+
+  test "build_name handles absolute value for negative quantities" do
+    name = Trade.build_name("sell", -5, "GOOGL")
+    assert_equal "Sell 5.0 shares of GOOGL", name
+  end
+
+  test "build_name handles decimal quantities" do
+    name = Trade.build_name("buy", 0.25, "BTC")
+    assert_equal "Buy 0.25 shares of BTC", name
+  end
+end

test/models/valuation/name_test.rb

@@ -0,0 +1,66 @@
+require "test_helper"
+
+class Valuation::NameTest < ActiveSupport::TestCase
+  # Opening anchor tests
+  test "generates opening anchor name for Property" do
+    name = Valuation::Name.new("opening_anchor", "Property")
+    assert_equal "Original purchase price", name.to_s
+  end
+
+  test "generates opening anchor name for Loan" do
+    name = Valuation::Name.new("opening_anchor", "Loan")
+    assert_equal "Original principal", name.to_s
+  end
+
+  test "generates opening anchor name for Investment" do
+    name = Valuation::Name.new("opening_anchor", "Investment")
+    assert_equal "Opening account value", name.to_s
+  end
+
+  test "generates opening anchor name for other account types" do
+    name = Valuation::Name.new("opening_anchor", "Depository")
+    assert_equal "Opening balance", name.to_s
+  end
+
+  # Current anchor tests
+  test "generates current anchor name for Property" do
+    name = Valuation::Name.new("current_anchor", "Property")
+    assert_equal "Current market value", name.to_s
+  end
+
+  test "generates current anchor name for Loan" do
+    name = Valuation::Name.new("current_anchor", "Loan")
+    assert_equal "Current loan balance", name.to_s
+  end
+
+  test "generates current anchor name for Investment" do
+    name = Valuation::Name.new("current_anchor", "Investment")
+    assert_equal "Current account value", name.to_s
+  end
+
+  test "generates current anchor name for other account types" do
+    name = Valuation::Name.new("current_anchor", "Depository")
+    assert_equal "Current balance", name.to_s
+  end
+
+  # Reconciliation tests
+  test "generates recon name for Property" do
+    name = Valuation::Name.new("reconciliation", "Property")
+    assert_equal "Manual value update", name.to_s
+  end
+
+  test "generates recon name for Investment" do
+    name = Valuation::Name.new("reconciliation", "Investment")
+    assert_equal "Manual value update", name.to_s
+  end
+
+  test "generates recon name for Loan" do
+    name = Valuation::Name.new("reconciliation", "Loan")
+    assert_equal "Manual principal update", name.to_s
+  end
+
+  test "generates recon name for other account types" do
+    name = Valuation::Name.new("reconciliation", "Depository")
+    assert_equal "Manual balance update", name.to_s
+  end
+end

test/system/trades_test.rb

@@ -31,7 +31,7 @@ class TradesTest < ApplicationSystemTestCase
     visit_trades
 
     within_trades do
-      assert_text "Buy #{shares_qty} shares of AAPL"
+      assert_text "Buy #{shares_qty}.0 shares of AAPL"
     end
   end
 
@@ -52,7 +52,7 @@ class TradesTest < ApplicationSystemTestCase
     visit_trades
 
     within_trades do
-      assert_text "Sell #{qty} shares of AAPL"
+      assert_text "Sell #{qty}.0 shares of AAPL"
     end
   end