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Code Issues Releases Activity Actions

Implement savings rate insight card (#670)

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Josh Brown 2024-04-24 15:02:22 +01:00 • committed by GitHub
parent 461fa672ff
commit b3f8ab78d9
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7 changed files with 89 additions and 54 deletions
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19
app/models/family.rb
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@ -30,7 +30,6 @@ class Family < ApplicationRecord
def snapshot_account_transactions
period = Period.last_30_days
results = accounts.active.joins(:transactions)
.select(
"accounts.*",
@ -42,9 +41,16 @@ class Family < ApplicationRecord
.group("id")
.to_a
results.each do |r|
r.define_singleton_method(:savings_rate) do
(income - spending) / income
end
end
{
top_spenders: results.sort_by(&:spending).select { |a| a.spending > 0 }.reverse,
top_earners: results.sort_by(&:income).select { |a| a.income > 0 }.reverse
top_earners: results.sort_by(&:income).select { |a| a.income > 0 }.reverse,
top_savers: results.sort_by { |a| a.savings_rate }.reverse
}
end
@ -53,6 +59,7 @@ class Family < ApplicationRecord
spending = []
income = []
savings = []
rolling_totals.each do |r|
spending << {
date: r.date,
@ -63,11 +70,17 @@ class Family < ApplicationRecord
date: r.date,
value: Money.new(r.rolling_income, self.currency)
}
savings << {
date: r.date,
value: r.rolling_income != 0 ? (r.rolling_income - r.rolling_spend) / r.rolling_income : 0.to_d
}
end
{
income_series: TimeSeries.new(income, favorable_direction: "up"),
spending_series: TimeSeries.new(spending, favorable_direction: "down")
spending_series: TimeSeries.new(spending, favorable_direction: "down"),
savings_rate_series: TimeSeries.new(savings, favorable_direction: "up")
}
end