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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.
38 lines
1.1 KiB
Ruby
38 lines
1.1 KiB
Ruby
class InvestmentFlowStatement
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include Monetizable
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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
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end
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# Get contribution/withdrawal totals for a period
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def period_totals(period: Period.current_month)
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scope = family.transactions
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.visible
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.excluding_pending
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.where(entries: { date: period.date_range })
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.where(kind: %w[standard investment_contribution])
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.where(investment_activity_label: %w[Contribution Withdrawal])
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if user
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scope = scope.joins(entry: :account).merge(Account.included_in_finances_for(user))
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end
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transactions = scope
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contributions = transactions.where(investment_activity_label: "Contribution").sum("entries.amount").abs
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withdrawals = transactions.where(investment_activity_label: "Withdrawal").sum("entries.amount").abs
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PeriodTotals.new(
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contributions: Money.new(contributions, family.currency),
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withdrawals: Money.new(withdrawals, family.currency),
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net_flow: Money.new(contributions - withdrawals, family.currency)
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)
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end
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PeriodTotals = Data.define(:contributions, :withdrawals, :net_flow)
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end
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