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Maybe/app/models/income_statement/totals.rb
Zach Gollwitzer d75be2282b
New Design System + Codebase Refresh (#1823)
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
2025-02-21 11:57:59 -05:00

41 lines
1.1 KiB
Ruby

class IncomeStatement::Totals
include IncomeStatement::BaseQuery
def initialize(family, transactions_scope:)
@family = family
@transactions_scope = transactions_scope
end
def call
ActiveRecord::Base.connection.select_all(query_sql).map do |row|
TotalsRow.new(
parent_category_id: row["parent_category_id"],
category_id: row["category_id"],
classification: row["classification"],
total: row["total"],
missing_exchange_rates?: row["missing_exchange_rates"]
)
end
end
private
TotalsRow = Data.define(:parent_category_id, :category_id, :classification, :total, :missing_exchange_rates?)
def query_sql
base_sql = base_query_sql(family: @family, interval: "day", transactions_scope: @transactions_scope)
<<~SQL
WITH base_totals AS (
#{base_sql}
)
SELECT
parent_category_id,
category_id,
classification,
ABS(SUM(total)) as total,
BOOL_OR(missing_exchange_rates) as missing_exchange_rates
FROM base_totals
GROUP BY 1, 2, 3;
SQL
end
end