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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.
47 lines
1.1 KiB
Ruby
47 lines
1.1 KiB
Ruby
class BalanceSheet::NetWorthSeriesBuilder
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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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def net_worth_series(period: Period.last_30_days)
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Rails.cache.fetch(cache_key(period)) do
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builder = Balance::ChartSeriesBuilder.new(
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account_ids: visible_account_ids,
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currency: family.currency,
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period: period,
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favorable_direction: "up"
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)
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builder.balance_series
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end
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end
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private
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attr_reader :family, :user
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def visible_account_ids
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@visible_account_ids ||= begin
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scope = family.accounts.visible
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scope = scope.included_in_finances_for(user) if user
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scope.pluck(:id)
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end
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end
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def cache_key(period)
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shares_version = user ? AccountShare.where(user: user).maximum(:updated_at)&.to_i : nil
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key = [
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"balance_sheet_net_worth_series",
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user&.id,
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shares_version,
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period.start_date,
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period.end_date
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].compact.join("_")
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family.build_cache_key(
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key,
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invalidate_on_data_updates: true
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)
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end
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end
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