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Updated list of Canadian registered accounts#1265

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jjmata merged 5 commits into
we-promise:mainfrom
CYBRXT:main
Mar 24, 2026
Merged

Updated list of Canadian registered accounts#1265
jjmata merged 5 commits into
we-promise:mainfrom
CYBRXT:main

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@CYBRXT CYBRXT commented Mar 24, 2026

Resolution to #1253.

I found a few new registered accounts than what I put in the issue since then, most of which are just tax-deferred retirement accounts of some flavour or another, and then there's the PRPP, which is yet another RRSP-like variation.

Changes have been tested both locally on my dev environment, as well as in Docker by passing through an edited version of investment.rb via the compose.yml file. No abnormal behaviour was observed due to these changes.

The new accounts show up in the subtype selector when creating a new investment account, display correctly in the account sidebar/settings, and have the correct tags:

image image image

Summary by CodeRabbit

  • New Features
    • Added support for additional Canadian account types: FHSA, RDSP, DPSP, PRPP, LIF, RLIF, PRIF, LRIF and Non-Registered, expanding coverage of Canadian investment account options.
    • Adjusted ordering of Canadian account types in lists and displays, moving RRSP to follow TFSA for improved consistency.

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coderabbitai Bot commented Mar 24, 2026

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 9fb2dd81-b726-475e-9bf4-8d453c325ecf

📥 Commits

Reviewing files that changed from the base of the PR and between c33d040 and c7a82d3.

📒 Files selected for processing (1)
  • app/models/investment.rb
🚧 Files skipped from review as they are similar to previous changes (1)
  • app/models/investment.rb

📝 Walkthrough

Walkthrough

Expanded Canadian entries in Investment::SUBTYPES: added non-registered, fhsa, rdsp, dpsp, prpp, lif, lrif, prif, rlif; repositioned rrsp to appear after tfsa. No other files changed.

Changes

Cohort / File(s) Summary
Investment Subtypes Configuration
app/models/investment.rb
Updated Investment::SUBTYPES: added Canadian subtypes non-registered, fhsa, rdsp, dpsp, prpp, lif, lrif, prif, rlif with short, long, region: "ca", and tax_treatment metadata; moved rrsp to follow tfsa.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~8 minutes

Possibly related issues

Possibly related PRs

Suggested reviewers

  • jjmata

Poem

🐇 I hopped through code with nimble paws,
I lined up FHSA, RDSP, and laws,
Non-registered joined the trail,
RRSP shuffled after TFSA's tale,
A rabbit cheers — Canada’s accounts set sail! 🥕

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately reflects the main change—adding new Canadian registered account types to the Investment::SUBTYPES constant, directly addressing PR issue #1253.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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@jjmata jjmata added this to the v0.6.9 milestone Mar 24, 2026
@jjmata jjmata merged commit f3ed07f into we-promise:main Mar 24, 2026
6 of 7 checks passed
binarygituser referenced this pull request in binarygituser/sure-dev Apr 26, 2026
* Added FHSA, RDSP, and DPSP to app/models/investment.rb

* Update investment.rb

Signed-off-by: Geoffrey <[email protected]>

* Fixed RDSP tax treatment (tax-deferred -> tax-advantaged)

Signed-off-by: Geoffrey <[email protected]>

* Added non-registered account to the list (taxable)

Signed-off-by: Geoffrey <[email protected]>

* Reordering

Signed-off-by: Geoffrey <[email protected]>

---------

Signed-off-by: Geoffrey <[email protected]>
Co-authored-by: Geoffrey <[email protected]>
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List of Canadian investment accounts in app/models/investment.rb is missing the FHSA, RDSP, and DPSP

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