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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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
72 lines
1.7 KiB
Ruby
72 lines
1.7 KiB
Ruby
module Accountable
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extend ActiveSupport::Concern
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TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset CreditCard Loan OtherLiability]
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def self.from_type(type)
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return nil unless TYPES.include?(type)
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type.constantize
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end
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included do
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has_one :account, as: :accountable, touch: true
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end
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class_methods do
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def classification
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raise NotImplementedError, "Accountable must implement #classification"
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end
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def icon
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raise NotImplementedError, "Accountable must implement #icon"
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end
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def color
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raise NotImplementedError, "Accountable must implement #color"
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end
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def favorable_direction
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classification == "asset" ? "up" : "down"
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end
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def display_name
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self.name.pluralize.titleize
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end
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def balance_money(family)
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family.accounts
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.active
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.joins(sanitize_sql_array([
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"LEFT JOIN exchange_rates ON exchange_rates.date = :current_date AND accounts.currency = exchange_rates.from_currency AND exchange_rates.to_currency = :family_currency",
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{ current_date: Date.current.to_s, family_currency: family.currency }
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]))
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.where(accountable_type: self.name)
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.sum("accounts.balance * COALESCE(exchange_rates.rate, 1)")
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end
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end
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def post_sync
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broadcast_replace_to(
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account,
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target: "chart_account_#{account.id}",
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partial: "accounts/show/chart",
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locals: { account: account }
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)
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end
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def display_name
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self.class.display_name
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end
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def icon
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self.class.icon
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end
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def color
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self.class.color
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end
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def classification
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self.class.classification
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end
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end
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