mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-25 08:09:38 +02:00
d75be2282b
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization. Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to: - Establish the brand new and simplified dashboard view (pictured above) - Establish and move towards the conventions introduced in Cursor rules and project design overview #1788 - Consolidate layouts and improve the performance of layout queries - Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability - Remove stale / dead code from codebase - Remove overly complex code paths in favor of simpler ones
47 lines
1.3 KiB
Ruby
47 lines
1.3 KiB
Ruby
class IncomeStatement::FamilyStats
|
|
include IncomeStatement::BaseQuery
|
|
|
|
def initialize(family, interval: "month")
|
|
@family = family
|
|
@interval = interval
|
|
end
|
|
|
|
def call
|
|
ActiveRecord::Base.connection.select_all(query_sql).map do |row|
|
|
StatRow.new(
|
|
classification: row["classification"],
|
|
median: row["median"],
|
|
avg: row["avg"],
|
|
missing_exchange_rates?: row["missing_exchange_rates"]
|
|
)
|
|
end
|
|
end
|
|
|
|
private
|
|
StatRow = Data.define(:classification, :median, :avg, :missing_exchange_rates?)
|
|
|
|
def query_sql
|
|
base_sql = base_query_sql(family: @family, interval: @interval, transactions_scope: @family.transactions.active)
|
|
|
|
<<~SQL
|
|
WITH base_totals AS (
|
|
#{base_sql}
|
|
), aggregated_totals AS (
|
|
SELECT
|
|
date,
|
|
classification,
|
|
SUM(total) as total,
|
|
BOOL_OR(missing_exchange_rates) as missing_exchange_rates
|
|
FROM base_totals
|
|
GROUP BY date, classification
|
|
)
|
|
SELECT
|
|
classification,
|
|
ABS(PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY total)) as median,
|
|
ABS(AVG(total)) as avg,
|
|
BOOL_OR(missing_exchange_rates) as missing_exchange_rates
|
|
FROM aggregated_totals
|
|
GROUP BY classification;
|
|
SQL
|
|
end
|
|
end
|