class Family < ApplicationRecord include PlaidConnectable, Syncable, AutoTransferMatchable, Subscribeable DATE_FORMATS = [ [ "MM-DD-YYYY", "%m-%d-%Y" ], [ "DD.MM.YYYY", "%d.%m.%Y" ], [ "DD-MM-YYYY", "%d-%m-%Y" ], [ "YYYY-MM-DD", "%Y-%m-%d" ], [ "DD/MM/YYYY", "%d/%m/%Y" ], [ "YYYY/MM/DD", "%Y/%m/%d" ], [ "MM/DD/YYYY", "%m/%d/%Y" ], [ "D/MM/YYYY", "%e/%m/%Y" ], [ "YYYY.MM.DD", "%Y.%m.%d" ] ].freeze has_many :users, dependent: :destroy has_many :accounts, dependent: :destroy has_many :invitations, dependent: :destroy has_many :imports, dependent: :destroy has_many :entries, through: :accounts has_many :transactions, through: :accounts has_many :rules, dependent: :destroy has_many :trades, through: :accounts has_many :holdings, through: :accounts has_many :tags, dependent: :destroy has_many :categories, dependent: :destroy has_many :merchants, dependent: :destroy, class_name: "FamilyMerchant" has_many :budgets, dependent: :destroy has_many :budget_categories, through: :budgets validates :locale, inclusion: { in: I18n.available_locales.map(&:to_s) } validates :date_format, inclusion: { in: DATE_FORMATS.map(&:last) } def assigned_merchants merchant_ids = transactions.where.not(merchant_id: nil).pluck(:merchant_id).uniq Merchant.where(id: merchant_ids) end def auto_categorize_transactions_later(transactions) AutoCategorizeJob.perform_later(self, transaction_ids: transactions.pluck(:id)) end def auto_categorize_transactions(transaction_ids) AutoCategorizer.new(self, transaction_ids: transaction_ids).auto_categorize end def auto_detect_transaction_merchants_later(transactions) AutoDetectMerchantsJob.perform_later(self, transaction_ids: transactions.pluck(:id)) end def auto_detect_transaction_merchants(transaction_ids) AutoMerchantDetector.new(self, transaction_ids: transaction_ids).auto_detect end def balance_sheet @balance_sheet ||= BalanceSheet.new(self) end def income_statement @income_statement ||= IncomeStatement.new(self) end def eu? country != "US" && country != "CA" end def requires_data_provider? # If family has any trades, they need a provider for historical prices return true if trades.any? # If family has any accounts not denominated in the family's currency, they need a provider for historical exchange rates return true if accounts.where.not(currency: self.currency).any? # If family has any entries in different currencies, they need a provider for historical exchange rates uniq_currencies = entries.pluck(:currency).uniq return true if uniq_currencies.count > 1 return true if uniq_currencies.count > 0 && uniq_currencies.first != self.currency false end def missing_data_provider? requires_data_provider? && Provider::Registry.get_provider(:synth).nil? end def oldest_entry_date entries.order(:date).first&.date || Date.current end # Used for invalidating family / balance sheet related aggregation queries def build_cache_key(key, invalidate_on_data_updates: false) # Our data sync process updates this timestamp whenever any family account successfully completes a data update. # By including it in the cache key, we can expire caches every time family account data changes. data_invalidation_key = invalidate_on_data_updates ? latest_sync_completed_at : nil [ id, key, data_invalidation_key ].compact.join("_") end # Used for invalidating entry related aggregation queries def entries_cache_version @entries_cache_version ||= begin ts = entries.maximum(:updated_at) ts.present? ? ts.to_i : 0 end end def self_hoster? Rails.application.config.app_mode.self_hosted? end end