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Code Issues Releases Activity Actions

Multi-Currency Part 2 (#543)

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* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
This commit is contained in:
Zach Gollwitzer 2024-03-21 13:39:10 -04:00 • committed by GitHub
parent de0cba9fed
commit 110855d077
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55 changed files with 1226 additions and 714 deletions
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14
app/models/family.rb
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@ -1,13 +1,9 @@
class Family < ApplicationRecord
include Monetizable
has_many :users, dependent: :destroy
has_many :accounts, dependent: :destroy
has_many :transactions, through: :accounts
has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
monetize :net_worth, :assets, :liabilities
def snapshot(period = Period.all)
query = accounts.active.joins(:balances)
.where("account_balances.currency = ?", self.currency)
@ -21,8 +17,8 @@ class Family < ApplicationRecord
.group("account_balances.date, account_balances.currency")
.order("account_balances.date")
query = query.where("account_balances.date BETWEEN ? AND ?", period.date_range.begin, period.date_range.end) if period.date_range
query = query.where("account_balances.date >= ?", period.date_range.begin) if period.date_range.begin
query = query.where("account_balances.date <= ?", period.date_range.end) if period.date_range.end
result = query.to_a
{
@ -37,14 +33,14 @@ class Family < ApplicationRecord
end
def net_worth
Money.new(accounts.active.sum("CASE WHEN classification = 'asset' THEN balance ELSE -balance END"), currency)
assets - liabilities
end
def assets
accounts.active.assets.sum(:balance)
Money.new(accounts.active.assets.map { |account| account.balance_money.exchange_to(currency) || 0 }.sum, currency)
end
def liabilities
Money.new(accounts.active.liabilities.sum(:balance), currency)
Money.new(accounts.active.liabilities.map { |account| account.balance_money.exchange_to(currency) || 0 }.sum, currency)
end
end