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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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34
app/views/pages/_account_group_disclosure.erb
View file

@ -1,47 +1,47 @@
<%# locals: (account_group:) %>
<% text_class = accountable_text_class(account_group.name) %>
<%# locals: (accountable_group:) %>
<% text_class = accountable_text_class(accountable_group.name) %>
<details class="open:bg-gray-25 group">
<summary class="flex p-4 items-center w-full rounded-lg font-medium hover:bg-gray-50 text-gray-500 text-sm font-medium cursor-pointer">
<%= lucide_icon("chevron-down", class: "hidden group-open:block w-5 h-5") %>
<%= lucide_icon("chevron-right", class: "group-open:hidden w-5 h-5") %>
<div class="ml-4 h-2.5 w-2.5 rounded-full <%= accountable_bg_class(account_group.name) %>"></div>
<p class="text-gray-900 ml-2"><%= to_accountable_title(Accountable.from_type(account_group.name)) %></p>
<div class="ml-4 h-2.5 w-2.5 rounded-full <%= accountable_bg_class(accountable_group.name) %>"></div>
<p class="text-gray-900 ml-2"><%= to_accountable_title(Accountable.from_type(accountable_group.name)) %></p>
<span class="mx-1">&middot;</span>
<div ><%= account_group.children.count %></div>
<div ><%= accountable_group.children.count %></div>
<div class="ml-auto text-right flex items-center gap-10 text-sm font-medium text-gray-900">
<div class="flex items-center justify-end gap-2 w-24">
<%= render partial: "shared/progress_circle", locals: { progress: account_group.percent_of_total, text_class: text_class } %>
<p><%= account_group.percent_of_total.round(1) %>%</p>
<%= render partial: "shared/progress_circle", locals: { progress: accountable_group.percent_of_total, text_class: text_class } %>
<p><%= accountable_group.percent_of_total.round(1) %>%</p>
</div>
<div class="w-24">
<p><%= format_money account_group.sum %></p>
<p><%= format_money accountable_group.sum %></p>
</div>
<div class="w-40">
<%= render partial: "shared/trend_change", locals: { trend: account_group.series.trend } %>
<%= render partial: "shared/trend_change", locals: { trend: accountable_group.series.trend } %>
</div>
</div>
</summary>
<div class="px-4 py-3 space-y-4">
<% account_group.children.map do |account| %>
<% accountable_group.children.map do |account_value_node| %>
<div class="flex items-center justify-between text-sm font-medium text-gray-900">
<div class="flex items-center gap-4">
<div class="flex items-center justify-center w-8 h-8 rounded-full <%= text_class %> <%= accountable_bg_transparent_class(account_group.name) %>">
<%= account.name[0].upcase %>
<div class="flex items-center justify-center w-8 h-8 rounded-full <%= text_class %> <%= accountable_bg_transparent_class(account_value_node.name) %>">
<%= account_value_node.name[0].upcase %>
</div>
<div>
<p><%= account.name %></p>
<p><%= account_value_node.name %></p>
</div>
</div>
<div class="flex gap-10 items-center text-right">
<div class="flex items-center justify-end gap-2 w-24">
<%= render partial: "shared/progress_circle", locals: { progress: account.percent_of_total, text_class: text_class } %>
<p><%= account.percent_of_total %>%</p>
<%= render partial: "shared/progress_circle", locals: { progress: account_value_node.percent_of_total, text_class: text_class } %>
<p><%= account_value_node.percent_of_total %>%</p>
</div>
<div class="w-24">
<p><%= format_money account.sum %></p>
<p><%= format_money account_value_node.original.balance_money %></p>
</div>
<div class="w-40">
<%= render partial: "shared/trend_change", locals: { trend: account.series.trend } %>
<%= render partial: "shared/trend_change", locals: { trend: account_value_node.original.series.trend } %>
</div>
</div>
</div>

2
app/views/pages/_account_percentages_table.html.erb
View file

@ -15,6 +15,6 @@
</div>
</div>
<div class="bg-white border border-alpha-black-25 shadow-xs rounded-lg divide-y divide-alpha-black-50">
<%= render partial: "account_group_disclosure", collection: account_groups, as: :account_group %>
<%= render partial: "account_group_disclosure", collection: account_groups, as: :accountable_group %>
</div>
</div>

6
app/views/pages/dashboard.html.erb
View file

@ -10,7 +10,7 @@
<%= render partial: "shared/balance_heading", locals: {
label: "Net Worth",
period: @period,
balance: Current.family.net_worth_money,
balance: Current.family.net_worth,
trend: @net_worth_series.trend
}
%>
@ -26,7 +26,7 @@
<%= render partial: "shared/balance_heading", locals: {
label: "Assets",
period: @period,
balance: Current.family.assets_money,
balance: Current.family.assets,
trend: @asset_series.trend
} %>
</div>
@ -44,7 +44,7 @@
label: "Liabilities",
period: @period,
size: "md",
balance: Current.family.liabilities_money,
balance: Current.family.liabilities,
trend: @liability_series.trend
} %>
</div>