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Maybe/app/models/account.rb
Zach Gollwitzer facd74f733
Net worth calculation (#508)
* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
2024-03-04 08:31:22 -05:00

37 lines
946 B
Ruby

class Account < ApplicationRecord
include Syncable
broadcasts_refreshes
belongs_to :family
has_many :balances, class_name: "AccountBalance"
has_many :valuations
has_many :transactions
delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
before_create :check_currency
def balance_series(period)
MoneySeries.new(
balances.in_period(period).order(:date),
{ trend_type: classification }
)
end
def valuation_series
MoneySeries.new(
valuations.order(:date),
{ trend_type: classification, amount_accessor: :value }
)
end
def check_currency
if self.currency == self.family.currency
self.converted_balance = self.balance
self.converted_currency = self.currency
else
self.converted_balance = ExchangeRate.convert(self.currency, self.family.currency, self.balance)
self.converted_currency = self.family.currency
end
end
end