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Multi-Currency Part 2 (#543)
* 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
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55 changed files with 1226 additions and 714 deletions
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@ -1,29 +1,29 @@
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class ValueGroup
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attr_accessor :parent
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attr_reader :name, :children, :value, :original
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attr_accessor :parent, :original
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attr_reader :name, :children, :value, :currency
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def initialize(name = "Root", value: nil, original: nil)
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def initialize(name, currency = Money.default_currency)
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@name = name
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@value = value
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@currency = Money::Currency.new(currency)
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@children = []
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@original = original
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end
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def sum
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return value if is_value_node?
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return 0 if children.empty? && value.nil?
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return Money.new(0, currency) if children.empty? && value.nil?
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children.sum(&:sum)
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end
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def avg
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return value if is_value_node?
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return 0 if children.empty? && value.nil?
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return Money.new(0, currency) if children.empty? && value.nil?
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leaf_values = value_nodes.map(&:value)
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leaf_values.compact.sum.to_f / leaf_values.compact.size
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leaf_values.compact.sum / leaf_values.compact.size
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end
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def series
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return @raw_series || TimeSeries.new([]) if is_value_node?
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return @series if is_value_node?
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summed_by_date = children.each_with_object(Hash.new(0)) do |child, acc|
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child.series.values.each do |series_value|
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acc[series_value.date] += series_value.value
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@ -31,43 +31,63 @@
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end
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summed_series = summed_by_date.map { |date, value| { date: date, value: value } }
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TimeSeries.new(summed_series)
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end
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def series=(series)
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raise "Cannot set series on a non-leaf node" unless is_value_node?
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_series = series || TimeSeries.new([])
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raise "Series must be an instance of TimeSeries" unless _series.is_a?(TimeSeries)
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raise "Series must contain money values in the node's currency" unless _series.values.all? { |v| v.value.currency == currency }
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@series = _series
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end
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def value_nodes
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return [ self ] unless value.nil?
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children.flat_map { |child| child.value_nodes }
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end
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def empty?
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value_nodes.empty?
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end
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def percent_of_total
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return 100 if parent.nil? || parent.sum.zero?
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((sum / parent.sum) * 100).round(1)
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end
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def leaf?
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children.empty?
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end
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def add_child_node(name)
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def add_child_group(name, currency = Money.default_currency)
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raise "Cannot add subgroup to node with a value" if is_value_node?
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child = self.class.new(name)
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child = self.class.new(name, currency)
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child.parent = self
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@children << child
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child
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end
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def add_value_node(obj)
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def add_value_node(original, value, series = nil)
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raise "Cannot add value node to a non-leaf node" unless can_add_value_node?
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child = create_value_node(obj)
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child = self.class.new(original.name)
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child.original = original
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child.value = value
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child.series = series
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child.parent = self
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@children << child
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child
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end
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def attach_series(raw_series)
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validate_attached_series(raw_series)
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@raw_series = raw_series
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def value=(value)
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raise "Cannot set value on a non-leaf node" unless is_leaf_node?
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raise "Value must be an instance of Money" unless value.is_a?(Money)
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@value = value
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@currency = value.currency
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end
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def is_leaf_node?
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children.empty?
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end
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def is_value_node?
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return false if is_value_node?
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children.empty? || children.all?(&:is_value_node?)
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end
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def create_value_node(obj)
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value = if obj.respond_to?(:value)
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obj.value
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elsif obj.respond_to?(:balance)
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obj.balance
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elsif obj.respond_to?(:amount)
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obj.amount
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else
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raise ArgumentError, "Object must have a value, balance, or amount"
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end
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self.class.new(obj.name, value: value, original: obj)
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end
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def validate_attached_series(series)
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raise "Cannot add series to a node without a value" unless is_value_node?
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raise "Attached series must be a TimeSeries" unless series.is_a?(TimeSeries)
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end
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end
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