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Code Issues Releases Activity Actions 2

Balance sheet cache layer, non-blocking sync UI (#2356)
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* Balance sheet cache layer with cache-busting

* Update family cache timestamps during Sync

* Less blocking sync loaders

* Consolidate family data caching key logic

* Fix turbo stream broadcasts

* Remove dev delay

* Add back account group sorting
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Zach Gollwitzer 2025-06-10 18:20:06 -04:00 • committed by GitHub
parent dab693d74f
commit 10ce2c8e23
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35 changed files with 529 additions and 466 deletions
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8
app/models/assistant/function/get_balance_sheet.rb
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@ -31,11 +31,11 @@ class Assistant::Function::GetBalanceSheet < Assistant::Function
monthly_history: historical_data(period)
},
assets: {
current: family.balance_sheet.total_assets_money.format,
current: family.balance_sheet.assets.total_money.format,
monthly_history: historical_data(period, classification: "asset")
},
liabilities: {
current: family.balance_sheet.total_liabilities_money.format,
current: family.balance_sheet.liabilities.total_money.format,
monthly_history: historical_data(period, classification: "liability")
},
insights: insights_data
@ -65,8 +65,8 @@ class Assistant::Function::GetBalanceSheet < Assistant::Function
end
def insights_data
assets = family.balance_sheet.total_assets
liabilities = family.balance_sheet.total_liabilities
assets = family.balance_sheet.assets.total
liabilities = family.balance_sheet.liabilities.total
ratio = liabilities.zero? ? 0 : (liabilities / assets.to_f)
{