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7bd1058b6e
* Add tax-advantaged account exclusions and investment data warnings * Address PR review feedback: translations + cache key stability - Add proper translations for provider warnings in 8 locales (de, es, nb, pt-BR, ro, tr, zh-CN, zh-TW) - Fix cache key stability: use SHA256.hexdigest instead of Array#hash (randomized per process) --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
82 lines
2.7 KiB
Ruby
82 lines
2.7 KiB
Ruby
class IncomeStatement::CategoryStats
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def initialize(family, interval: "month")
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@family = family
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@interval = interval
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end
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def call
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ActiveRecord::Base.connection.select_all(sanitized_query_sql).map do |row|
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StatRow.new(
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category_id: row["category_id"],
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classification: row["classification"],
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median: row["median"],
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avg: row["avg"]
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)
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end
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end
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private
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StatRow = Data.define(:category_id, :classification, :median, :avg)
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def sanitized_query_sql
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ActiveRecord::Base.sanitize_sql_array([
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query_sql,
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sql_params
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])
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end
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def sql_params
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params = {
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target_currency: @family.currency,
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interval: @interval,
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family_id: @family.id
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}
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ids = @family.tax_advantaged_account_ids
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params[:tax_advantaged_account_ids] = ids if ids.present?
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params
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end
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def exclude_tax_advantaged_sql
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ids = @family.tax_advantaged_account_ids
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return "" if ids.empty?
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"AND a.id NOT IN (:tax_advantaged_account_ids)"
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end
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def query_sql
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<<~SQL
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WITH period_totals AS (
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SELECT
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c.id as category_id,
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date_trunc(:interval, ae.date) as period,
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CASE WHEN t.kind = 'investment_contribution' THEN 'expense' WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
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SUM(CASE WHEN t.kind = 'investment_contribution' THEN ABS(ae.amount * COALESCE(er.rate, 1)) ELSE ae.amount * COALESCE(er.rate, 1) END) as total
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FROM transactions t
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JOIN entries ae ON ae.entryable_id = t.id AND ae.entryable_type = 'Transaction'
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JOIN accounts a ON a.id = ae.account_id
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LEFT JOIN categories c ON c.id = t.category_id
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LEFT JOIN exchange_rates er ON (
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er.date = ae.date AND
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er.from_currency = ae.currency AND
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er.to_currency = :target_currency
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)
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WHERE a.family_id = :family_id
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AND t.kind NOT IN ('funds_movement', 'one_time', 'cc_payment')
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AND ae.excluded = false
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AND (t.extra -> 'simplefin' ->> 'pending')::boolean IS DISTINCT FROM true
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AND (t.extra -> 'plaid' ->> 'pending')::boolean IS DISTINCT FROM true
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#{exclude_tax_advantaged_sql}
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GROUP BY c.id, period, CASE WHEN t.kind = 'investment_contribution' THEN 'expense' WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END
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)
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SELECT
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category_id,
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classification,
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ABS(PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY total)) as median,
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ABS(AVG(total)) as avg
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FROM period_totals
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GROUP BY category_id, classification;
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SQL
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end
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end
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