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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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18
db/migrate/20240302145715_add_classification_to_accounts.rb Normal file
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@ -0,0 +1,18 @@
class AddClassificationToAccounts < ActiveRecord::Migration[7.2]
def change
change_table :accounts do |t|
t.virtual(
:classification,
type: :string,
stored: true,
as: <<-SQL
CASE
WHEN accountable_type IN ('Account::Loan', 'Account::Credit', 'Account::OtherLiability')
THEN 'liability'
ELSE 'asset'
END
SQL
)
end
end
end

3
db/schema.rb generated
View file

@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_02_27_142457) do
ActiveRecord::Schema[7.2].define(version: 2024_03_02_145715) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -79,6 +79,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_02_27_142457) do
t.decimal "converted_balance", precision: 19, scale: 4, default: "0.0"
t.string "converted_currency", default: "USD"
t.string "status", default: "OK"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Account::Loan'::character varying, 'Account::Credit'::character varying, 'Account::OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
t.index ["family_id"], name: "index_accounts_on_family_id"
end