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6d4a5dd743
* Add customizable menu order for user accounts Introduces a MenuOrder model and concern to allow users to select their preferred account ordering (by name or balance, ascending or descending). Adds a default_order field to users, updates user preferences UI, and applies the selected order to balance sheet account listings. * Rename MenuOrder to AccountOrder and update user order field Refactors the MenuOrder model to AccountOrder and updates all references accordingly. Replaces the user's default_order field with default_account_order, including migration changes, validations, and form fields. Updates localization and schema to reflect the new naming. * Update balance_sheet.rb * Fix for nil Current.user when rake runs in balance_sheet model --------- Signed-off-by: Aluisio Pereira <oaluiser@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
83 lines
1.7 KiB
Ruby
83 lines
1.7 KiB
Ruby
class BalanceSheet
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include Monetizable
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monetize :net_worth
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attr_reader :family
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def initialize(family)
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@family = family
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end
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def assets
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@assets ||= ClassificationGroup.new(
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classification: "asset",
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currency: family.currency,
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accounts: sorted(account_totals.asset_accounts)
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)
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end
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def liabilities
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@liabilities ||= ClassificationGroup.new(
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classification: "liability",
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currency: family.currency,
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accounts: sorted(account_totals.liability_accounts)
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)
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end
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def classification_groups
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[ assets, liabilities ]
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end
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def account_groups
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[ assets.account_groups, liabilities.account_groups ].flatten
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end
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def net_worth
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assets.total - liabilities.total
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end
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def net_worth_series(period: Period.last_30_days)
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net_worth_series_builder.net_worth_series(period: period)
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end
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def currency
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family.currency
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end
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def syncing?
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sync_status_monitor.syncing?
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end
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private
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def sync_status_monitor
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@sync_status_monitor ||= SyncStatusMonitor.new(family)
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end
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def account_totals
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@account_totals ||= AccountTotals.new(family, sync_status_monitor: sync_status_monitor)
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end
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def net_worth_series_builder
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@net_worth_series_builder ||= NetWorthSeriesBuilder.new(family)
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end
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def sorted(accounts)
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account_order = Current.user&.account_order
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order_key = account_order&.key || "name_asc"
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case order_key
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when "name_asc"
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accounts.sort_by(&:name)
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when "name_desc"
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accounts.sort_by(&:name).reverse
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when "balance_asc"
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accounts.sort_by(&:balance)
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when "balance_desc"
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accounts.sort_by(&:balance).reverse
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else
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accounts
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end
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end
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end
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