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Maybe/app/models/budgeting_stats.rb
Zach Gollwitzer 195ec85d96
Budgeting V1 (#1609)
* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00

29 lines
738 B
Ruby

class BudgetingStats
attr_reader :family
def initialize(family)
@family = family
end
def avg_monthly_income
income_expense_totals_query(Account::Entry.incomes)
end
def avg_monthly_expenses
income_expense_totals_query(Account::Entry.expenses)
end
private
def income_expense_totals_query(type_scope)
monthly_totals = family.entries
.merge(type_scope)
.select("SUM(account_entries.amount) as total")
.group(Arel.sql("date_trunc('month', account_entries.date)"))
result = Family.select("AVG(mt.total)")
.from(monthly_totals, :mt)
.pick("AVG(mt.total)")
result
end
end