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560c9fbff3
* Initial account sharing changes * Update schema.rb * Update schema.rb * Change sharing UI to modal * UX fixes and sharing controls * Scope include in finances better * Update totals.rb * Update totals.rb * Scope reports to finance account scope * Update impersonation_sessions_controller_test.rb * Review fixes * Update schema.rb * Update show.html.erb * FIX db validation * Refine edit permissions * Review items * Review * Review * Add application level helper * Critical review * Address remaining review items * Fix modals * more scoping * linter * small UI fix * Fix: Sync broadcasts push unscoped balance sheet to all users * Update sync_complete_event.rb The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context) along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods. The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
84 lines
1.8 KiB
Ruby
84 lines
1.8 KiB
Ruby
class BalanceSheet
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include Monetizable
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monetize :net_worth
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attr_reader :family, :user
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def initialize(family, user: nil)
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@family = family
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@user = user || Current.user
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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, user: user, 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, user: user)
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end
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def sorted(accounts)
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account_order = 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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