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Maybe/app/models/concerns/accountable.rb
Zach Gollwitzer c3248cd796
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Improve account transaction, trade, and valuation editing and sync experience (#1506)
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
2024-11-27 16:01:50 -05:00

48 lines
1.3 KiB
Ruby

module Accountable
extend ActiveSupport::Concern
ASSET_TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset]
LIABILITY_TYPES = %w[CreditCard Loan OtherLiability]
TYPES = ASSET_TYPES + LIABILITY_TYPES
def self.from_type(type)
return nil unless TYPES.include?(type)
type.constantize
end
def self.by_classification
{ assets: ASSET_TYPES, liabilities: LIABILITY_TYPES }
end
included do
has_one :account, as: :accountable, touch: true
end
def value
account.balance_money
end
def series(period: Period.all, currency: account.currency)
balance_series = account.balances.in_period(period).where(currency: currency)
if balance_series.empty? && period.date_range.end == Date.current
TimeSeries.new([ { date: Date.current, value: account.balance_money.exchange_to(currency) } ])
else
TimeSeries.from_collection(balance_series, :balance_money, favorable_direction: account.asset? ? "up" : "down")
end
rescue Money::ConversionError
TimeSeries.new([])
end
def post_sync
broadcast_remove_to(account.family, target: "syncing-notice")
# Broadcast a simple replace event that the controller can handle
broadcast_replace_to(
account,
target: "chart_account_#{account.id}",
partial: "accounts/show/chart",
locals: { account: account }
)
end
end