BalanceHistory::Preservation

balance_history_preservation.rb

# This class in pulled from https://balance.day for my 37signals application.
class BalanceHistory::Preservation
  InvalidData = Class.new(StandardError)

  attr_reader :account

  def initialize(account)
    @account = account
  end

  def preserve!
    strategy.perform!
  end

  private

  def strategy
    if investment_account? && investment_strategy_enabled?
      Strategy::PortfolioValue.new(account)
    else
      Strategy::AccountBalance.new(account)
    end
  end

  def investment_account?
    account.account_type.investment? && account.holdings.present?
  end

  def investment_strategy_enabled?
    System.investments_enabled?(account.user)
  end
end