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eb0866a678
Adds a toggle to mark accounts as excluded from all financial reports while keeping them active and visible individually. - Migration: add exclude_from_reports boolean column to accounts - Model: included_in_reports scope - BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals, HistoricalAccountScope, AccountRow flag - IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats - InvestmentStatement/Budget: chain included_in_reports scope - ReportsController: filter in breakdown view, export queries, trades - AccountsController: toggle_exclude_from_reports action + route - UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items - Locale: all labels in en.yml - Tests: model scope, controller toggle, income statement/balance sheet filtering - 5070 tests pass (0 failures, 0 regressions)
64 lines
2.1 KiB
Ruby
64 lines
2.1 KiB
Ruby
class BalanceSheet::ClassificationGroup
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include Monetizable
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monetize :total, as: :total_money
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attr_reader :classification, :currency
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def initialize(classification:, currency:, accounts:)
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@classification = normalize_classification!(classification)
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@name = name
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@currency = currency
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@accounts = accounts
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end
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def name
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I18n.t("pages.dashboard.balance_sheet.classifications.#{classification}", default: classification.titleize.pluralize)
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end
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def icon
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classification == "asset" ? "plus" : "minus"
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end
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def total
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accounts.select { |a| a.respond_to?(:included_in_finances?) ? a.included_in_finances? : true }
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.reject { |a| a.respond_to?(:exclude_from_reports?) && a.exclude_from_reports? }
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.sum(&:converted_balance)
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end
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def syncing?
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accounts.any?(&:syncing?)
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end
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# For now, we group by accountable type. This can be extended in the future to support arbitrary user groupings.
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def account_groups
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groups = accounts.group_by(&:accountable_type)
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.transform_keys { |at| Accountable.from_type(at) }
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.map do |accountable, account_rows|
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BalanceSheet::AccountGroup.new(
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name: accountable.display_name,
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color: accountable.color,
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accountable_type: accountable,
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accounts: account_rows,
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classification_group: self
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)
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end
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# Sort the groups using the manual order defined by Accountable::TYPES so that
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# the UI displays account groups in a predictable, domain-specific sequence.
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groups.sort_by do |group|
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manual_order = Accountable::TYPES
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type_name = group.key.camelize
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manual_order.index(type_name) || Float::INFINITY
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end
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end
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private
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attr_reader :accounts
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def normalize_classification!(classification)
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raise ArgumentError, "Invalid classification: #{classification}" unless %w[asset liability].include?(classification)
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classification
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end
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end
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