module Account::Chartable extend ActiveSupport::Concern def favorable_direction classification == "asset" ? "up" : "down" end def balance_series(period: Period.last_30_days, view: :balance, interval: nil) raise ArgumentError, "Invalid view type" unless [ :balance, :cash_balance, :holdings_balance ].include?(view.to_sym) @balance_series ||= {} memo_key = [ period.start_date, period.end_date, interval ].compact.join("_") builder = (@balance_series[memo_key] ||= Balance::ChartSeriesBuilder.new( account_ids: [ id ], currency: self.currency, period: period, favorable_direction: favorable_direction, interval: interval )) builder.send("#{view}_series") end def sparkline_series cache_key = family.build_cache_key("#{id}_sparkline") Rails.cache.fetch(cache_key) do balance_series end rescue => e Rails.logger.error "Sparkline series error for account #{id}: #{e.message}" # Return empty series as fallback Series.new( start_date: 30.days.ago.to_date, end_date: Date.current, interval: "1 day", values: [], favorable_direction: favorable_direction ) end end