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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.
62 lines
1.9 KiB
Ruby
62 lines
1.9 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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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 }.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: I18n.t("accounts.types.#{accountable.name.underscore}", default: 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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