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65db49273c
* Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects
36 lines
1 KiB
Ruby
36 lines
1 KiB
Ruby
module Accountable
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extend ActiveSupport::Concern
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ASSET_TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset]
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LIABILITY_TYPES = %w[CreditCard Loan OtherLiability]
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TYPES = ASSET_TYPES + LIABILITY_TYPES
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def self.from_type(type)
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return nil unless TYPES.include?(type)
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type.constantize
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end
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def self.by_classification
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{ assets: ASSET_TYPES, liabilities: LIABILITY_TYPES }
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end
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included do
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has_one :account, as: :accountable, touch: true
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end
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def value
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account.balance_money
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end
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def series(period: Period.all, currency: account.currency)
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balance_series = account.balances.in_period(period).where(currency: currency)
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if balance_series.empty? && period.date_range.end == Date.current
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TimeSeries.new([ { date: Date.current, value: account.balance_money.exchange_to(currency) } ])
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else
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TimeSeries.from_collection(balance_series, :balance_money, favorable_direction: account.asset? ? "up" : "down")
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end
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rescue Money::ConversionError
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TimeSeries.new([])
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end
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end
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