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Maybe/app/models/balance_sheet/net_worth_series_builder.rb
Zach Gollwitzer 662f2c04ce
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Multi-step account forms + clearer balance editing (#2427)
* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00

38 lines
849 B
Ruby

class BalanceSheet::NetWorthSeriesBuilder
def initialize(family)
@family = family
end
def net_worth_series(period: Period.last_30_days)
Rails.cache.fetch(cache_key(period)) do
builder = Balance::ChartSeriesBuilder.new(
account_ids: visible_account_ids,
currency: family.currency,
period: period,
favorable_direction: "up"
)
builder.balance_series
end
end
private
attr_reader :family
def visible_account_ids
@visible_account_ids ||= family.accounts.visible.with_attached_logo.pluck(:id)
end
def cache_key(period)
key = [
"balance_sheet_net_worth_series",
period.start_date,
period.end_date
].compact.join("_")
family.build_cache_key(
key,
invalidate_on_data_updates: true
)
end
end