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7d48c01833
* Rename account balance field for clarity `original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account. * Prepare fixture data for account sync testing * Update to new field * Fix conflicts * Remove local schema change
48 lines
1.4 KiB
Ruby
48 lines
1.4 KiB
Ruby
class Account < ApplicationRecord
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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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delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
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delegate :type_name, to: :accountable
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before_create :check_currency
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def balance_series(period)
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filtered_balances = balances.in_period(period).order(:date)
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return nil if filtered_balances.empty?
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series_data = [ nil, *filtered_balances ].each_cons(2).map do |previous, current|
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trend = current&.trend(previous)
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{ data: current, trend: { amount: trend&.amount, direction: trend&.direction, percent: trend&.percent } }
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end
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last_balance = series_data.last[:data]
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{
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series_data: series_data,
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last_balance: last_balance.balance,
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trend: last_balance.trend(series_data.first[:data])
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}
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end
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def valuation_series
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series_data = [ nil, *valuations.order(:date) ].each_cons(2).map do |previous, current|
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{ value: current, trend: current&.trend(previous) }
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end
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series_data.reverse_each
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end
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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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