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d75be2282b
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
95 lines
3.3 KiB
Ruby
95 lines
3.3 KiB
Ruby
class BalanceSheet
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include Monetizable
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monetize :total_assets, :total_liabilities, :net_worth
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attr_reader :family
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def initialize(family)
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@family = family
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end
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def total_assets
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totals_query.filter { |t| t.classification == "asset" }.sum(&:converted_balance)
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end
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def total_liabilities
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totals_query.filter { |t| t.classification == "liability" }.sum(&:converted_balance)
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end
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def net_worth
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total_assets - total_liabilities
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end
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def classification_groups
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[
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ClassificationGroup.new(
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key: "asset",
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display_name: "Assets",
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icon: "blocks",
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account_groups: account_groups("asset")
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),
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ClassificationGroup.new(
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key: "liability",
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display_name: "Debts",
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icon: "scale",
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account_groups: account_groups("liability")
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)
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]
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end
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def account_groups(classification = nil)
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classification_accounts = classification ? totals_query.filter { |t| t.classification == classification } : totals_query
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classification_total = classification_accounts.sum(&:converted_balance)
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account_groups = classification_accounts.group_by(&:accountable_type).transform_keys { |k| Accountable.from_type(k) }
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account_groups.map do |accountable, accounts|
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group_total = accounts.sum(&:converted_balance)
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AccountGroup.new(
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key: accountable.model_name.param_key,
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name: accountable.display_name,
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classification: accountable.classification,
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total: group_total,
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total_money: Money.new(group_total, currency),
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weight: classification_total.zero? ? 0 : group_total / classification_total.to_d * 100,
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missing_rates?: accounts.any? { |a| a.missing_rates? },
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color: accountable.color,
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accounts: accounts.map do |account|
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account.define_singleton_method(:weight) do
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classification_total.zero? ? 0 : account.converted_balance / classification_total.to_d * 100
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end
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account
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end.sort_by(&:weight).reverse
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)
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end.sort_by(&:weight).reverse
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end
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def net_worth_series(period: Period.last_30_days)
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active_accounts.balance_series(currency: currency, period: period, favorable_direction: "up")
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end
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def currency
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family.currency
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end
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private
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ClassificationGroup = Struct.new(:key, :display_name, :icon, :account_groups, keyword_init: true)
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AccountGroup = Struct.new(:key, :name, :accountable_type, :classification, :total, :total_money, :weight, :accounts, :color, :missing_rates?, keyword_init: true)
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def active_accounts
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family.accounts.active.with_attached_logo
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end
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def totals_query
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@totals_query ||= active_accounts
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.joins(ActiveRecord::Base.sanitize_sql_array([ "LEFT JOIN exchange_rates ON exchange_rates.date = CURRENT_DATE AND accounts.currency = exchange_rates.from_currency AND exchange_rates.to_currency = ?", currency ]))
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.select(
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"accounts.*",
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"SUM(accounts.balance * COALESCE(exchange_rates.rate, 1)) as converted_balance",
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ActiveRecord::Base.sanitize_sql_array([ "COUNT(CASE WHEN accounts.currency <> ? AND exchange_rates.rate IS NULL THEN 1 END) as missing_rates", currency ])
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)
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.group(:classification, :accountable_type, :id)
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.to_a
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end
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end
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