mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-25 08:09:38 +02:00
315c4bf1ec
* Add last_sync_date to accounts table * Always sync Account after Valuation or Transaction creation, update, or deletion. Skip sync if user clicks "sync" button without changing anything * Sync user accounts daily based on last_login_at
50 lines
2.1 KiB
Ruby
50 lines
2.1 KiB
Ruby
class Family < ApplicationRecord
|
|
has_many :users, dependent: :destroy
|
|
has_many :accounts, dependent: :destroy
|
|
has_many :transactions, through: :accounts
|
|
has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
|
|
|
|
def snapshot(period = Period.all)
|
|
query = accounts.active.joins(:balances)
|
|
.where("account_balances.currency = ?", self.currency)
|
|
.select(
|
|
"account_balances.currency",
|
|
"account_balances.date",
|
|
"SUM(CASE WHEN accounts.classification = 'liability' THEN account_balances.balance ELSE 0 END) AS liabilities",
|
|
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance ELSE 0 END) AS assets",
|
|
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance WHEN accounts.classification = 'liability' THEN -account_balances.balance ELSE 0 END) AS net_worth",
|
|
)
|
|
.group("account_balances.date, account_balances.currency")
|
|
.order("account_balances.date")
|
|
|
|
query = query.where("account_balances.date >= ?", period.date_range.begin) if period.date_range.begin
|
|
query = query.where("account_balances.date <= ?", period.date_range.end) if period.date_range.end
|
|
result = query.to_a
|
|
|
|
{
|
|
asset_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.assets, r.currency) } }),
|
|
liability_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.liabilities, r.currency) } }),
|
|
net_worth_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.net_worth, r.currency) } })
|
|
}
|
|
end
|
|
|
|
def effective_start_date
|
|
accounts.active.joins(:balances).minimum("account_balances.date") || Date.current
|
|
end
|
|
|
|
def net_worth
|
|
assets - liabilities
|
|
end
|
|
|
|
def assets
|
|
Money.new(accounts.active.assets.map { |account| account.balance_money.exchange_to(currency) || 0 }.sum, currency)
|
|
end
|
|
|
|
def liabilities
|
|
Money.new(accounts.active.liabilities.map { |account| account.balance_money.exchange_to(currency) || 0 }.sum, currency)
|
|
end
|
|
|
|
def sync_accounts
|
|
accounts.each { |account| account.sync_later if account.can_sync? }
|
|
end
|
|
end
|