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Code Issues Releases Activity Actions

Dashboard View and Calculations (#521)

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* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
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Zach Gollwitzer 2024-03-06 09:56:59 -05:00 • committed by GitHub
parent 680a91d807
commit 6f0e410684
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37 changed files with 594 additions and 74 deletions
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9
app/models/valuation.rb
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@ -3,8 +3,13 @@ class Valuation < ApplicationRecord
after_commit :sync_account
def trend(previous)
Trend.new(current: value, previous: previous&.value, type: account.classification)
scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
def self.to_series(account, period = Period.all)
MoneySeries.new(
in_period(period).order(:date),
{ trend_type: account.classification, amount_accessor: :value }
)
end
private