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Code Issues Releases Activity Actions

Add the ability to "rollup" values in a time series (#554)

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* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
This commit is contained in:
Zach Gollwitzer 2024-03-19 09:10:40 -04:00 • committed by GitHub
parent 0a8518506c
commit f904d9d062
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34 changed files with 687 additions and 391 deletions
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17
app/models/concerns/accountable.rb
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@ -1,15 +1,26 @@
module Accountable
extend ActiveSupport::Concern
TYPES = %w[ Account::Credit Account::Depository Account::Investment Account::Loan Account::OtherAsset Account::OtherLiability Account::Property Account::Vehicle ]
ASSET_TYPES = %w[ Account::Depository Account::Investment Account::OtherAsset Account::Property Account::Vehicle ]
LIABILITY_TYPES = %w[ Account::Credit Account::Loan Account::OtherLiability ]
TYPES = ASSET_TYPES + LIABILITY_TYPES
def self.from_type(type)
return nil unless types.include?(type) || TYPES.include?(type)
"Account::#{type.demodulize}".constantize
end
def self.types
TYPES.map { |type| type.demodulize }
def self.by_classification
{ assets: ASSET_TYPES, liabilities: LIABILITY_TYPES }
end
def self.types(classification = nil)
types = classification ? (classification.to_sym == :asset ? ASSET_TYPES : LIABILITY_TYPES) : TYPES
types.map { |type| type.demodulize }
end
def self.classification(type)
ASSET_TYPES.include?(type) ? :asset : :liability
end
included do