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Code Issues Releases Activity Actions

Net worth calculation (#508)

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* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
This commit is contained in:
Zach Gollwitzer 2024-03-04 08:31:22 -05:00 • committed by GitHub
parent 19f15e9391
commit facd74f733
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12 changed files with 156 additions and 40 deletions
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16
app/models/account.rb
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@ -9,24 +9,8 @@ class Account < ApplicationRecord
delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
delegate :type_name, to: :accountable
before_create :check_currency
def classification
classifications = {
"Account::Depository" => :asset,
"Account::Investment" => :asset,
"Account::Property" => :asset,
"Account::Vehicle" => :asset,
"Account::OtherAsset" => :asset,
"Account::Loan" => :liability,
"Account::Credit" => :liability,
"Account::OtherLiability" => :liability
}
classifications[accountable_type]
end
def balance_series(period)
MoneySeries.new(
balances.in_period(period).order(:date),