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Maybe/app/models/concerns/accountable.rb
Zach Gollwitzer d75be2282b
New Design System + Codebase Refresh (#1823)
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
2025-02-21 11:57:59 -05:00

72 lines
1.7 KiB
Ruby

module Accountable
extend ActiveSupport::Concern
TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset CreditCard Loan OtherLiability]
def self.from_type(type)
return nil unless TYPES.include?(type)
type.constantize
end
included do
has_one :account, as: :accountable, touch: true
end
class_methods do
def classification
raise NotImplementedError, "Accountable must implement #classification"
end
def icon
raise NotImplementedError, "Accountable must implement #icon"
end
def color
raise NotImplementedError, "Accountable must implement #color"
end
def favorable_direction
classification == "asset" ? "up" : "down"
end
def display_name
self.name.pluralize.titleize
end
def balance_money(family)
family.accounts
.active
.joins(sanitize_sql_array([
"LEFT JOIN exchange_rates ON exchange_rates.date = :current_date AND accounts.currency = exchange_rates.from_currency AND exchange_rates.to_currency = :family_currency",
{ current_date: Date.current.to_s, family_currency: family.currency }
]))
.where(accountable_type: self.name)
.sum("accounts.balance * COALESCE(exchange_rates.rate, 1)")
end
end
def post_sync
broadcast_replace_to(
account,
target: "chart_account_#{account.id}",
partial: "accounts/show/chart",
locals: { account: account }
)
end
def display_name
self.class.display_name
end
def icon
self.class.icon
end
def color
self.class.color
end
def classification
self.class.classification
end
end