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Code Issues Releases Activity Actions

Add accounts management list (#522)

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* Add accounts management

* Normalize i18n file

* Get turbo streams working

* Ignore disabled accounts in calculations

* Add empty state
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Zach Gollwitzer 2024-03-07 10:55:51 -05:00 • committed by GitHub
parent 0e77bab00b
commit ad7136cb63
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12 changed files with 164 additions and 25 deletions
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6
app/models/family.rb
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@ -4,15 +4,15 @@ class Family < ApplicationRecord
has_many :transactions, through: :accounts
def net_worth
accounts.sum("CASE WHEN classification = 'asset' THEN balance ELSE -balance END")
accounts.active.sum("CASE WHEN classification = 'asset' THEN balance ELSE -balance END")
end
def assets
accounts.where(classification: "asset").sum(:balance)
accounts.active.where(classification: "asset").sum(:balance)
end
def liabilities
accounts.where(classification: "liability").sum(:balance)
accounts.active.where(classification: "liability").sum(:balance)
end
def net_worth_series(period = nil)