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https://github.com/maybe-finance/maybe.git
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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
50 lines
2 KiB
Ruby
50 lines
2 KiB
Ruby
class Family < ApplicationRecord
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include Monetizable
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has_many :users, dependent: :destroy
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has_many :accounts, dependent: :destroy
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has_many :transactions, through: :accounts
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has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
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monetize :net_worth, :assets, :liabilities
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def snapshot(period = Period.all)
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query = accounts.active.joins(:balances)
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.where("account_balances.currency = ?", self.currency)
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.select(
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"account_balances.currency",
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"account_balances.date",
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"SUM(CASE WHEN accounts.classification = 'liability' THEN account_balances.balance ELSE 0 END) AS liabilities",
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"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance ELSE 0 END) AS assets",
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"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance WHEN accounts.classification = 'liability' THEN -account_balances.balance ELSE 0 END) AS net_worth",
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)
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.group("account_balances.date, account_balances.currency")
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.order("account_balances.date")
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query = query.where("account_balances.date BETWEEN ? AND ?", period.date_range.begin, period.date_range.end) if period.date_range
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result = query.to_a
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{
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asset_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.assets, r.currency) } }),
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liability_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.liabilities, r.currency) } }),
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net_worth_series: TimeSeries.new(result.map { |r| { date: r.date, value: Money.new(r.net_worth, r.currency) } })
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}
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end
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def effective_start_date
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accounts.active.joins(:balances).minimum("account_balances.date") || Date.current
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end
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def net_worth
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Money.new(accounts.active.sum("CASE WHEN classification = 'asset' THEN balance ELSE -balance END"), currency)
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end
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def assets
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accounts.active.assets.sum(:balance)
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end
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def liabilities
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Money.new(accounts.active.liabilities.sum(:balance), currency)
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end
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end
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