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f904d9d062
* Clean up time series models * Add value group rollup class for summarizing hierarchical data * Integrate new classes * Update UI to use new patterns * Update D3 charts to expect new data format * Clean up account model * More cleanup * Money improvements * Use new money fields * Remove invalid fixture data to avoid orphaned accountables * Update time series to work better with collections * Fix tests and UI bugs
73 lines
2.1 KiB
Ruby
73 lines
2.1 KiB
Ruby
class Account < ApplicationRecord
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include Syncable
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include Monetizable
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validates :family, presence: true
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broadcasts_refreshes
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belongs_to :family
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has_many :balances, class_name: "AccountBalance"
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has_many :valuations
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has_many :transactions
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monetize :balance
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enum :status, { ok: "ok", syncing: "syncing", error: "error" }, validate: true
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scope :active, -> { where(is_active: true) }
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scope :assets, -> { where(classification: "asset") }
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scope :liabilities, -> { where(classification: "liability") }
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delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
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before_create :check_currency
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def self.ransackable_attributes(auth_object = nil)
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%w[name]
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end
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def balance_on(date)
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balances.where("date <= ?", date).order(date: :desc).first&.balance
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end
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def self.by_provider
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# TODO: When 3rd party providers are supported, dynamically load all providers and their accounts
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[ { name: "Manual accounts", accounts: all.order(balance: :desc).group_by(&:accountable_type) } ]
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end
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def self.some_syncing?
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exists?(status: "syncing")
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end
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def series(period = Period.all)
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TimeSeries.from_collection(balances.in_period(period), :balance_money)
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end
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def self.by_group(period = Period.all)
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grouped_accounts = { assets: ValueGroup.new("Assets"), liabilities: ValueGroup.new("Liabilities") }
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Accountable.by_classification.each do |classification, types|
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types.each do |type|
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group = grouped_accounts[classification.to_sym].add_child_node(type)
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Accountable.from_type(type).includes(:account).each do |accountable|
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account = accountable.account
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value_node = group.add_value_node(account)
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value_node.attach_series(account.series(period))
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end
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end
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end
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grouped_accounts
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end
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private
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def check_currency
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if self.currency == self.family.currency
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self.converted_balance = self.balance
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self.converted_currency = self.currency
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else
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self.converted_balance = ExchangeRate.convert(self.currency, self.family.currency, self.balance)
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self.converted_currency = self.family.currency
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end
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end
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end
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