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eb0866a678
Adds a toggle to mark accounts as excluded from all financial reports while keeping them active and visible individually. - Migration: add exclude_from_reports boolean column to accounts - Model: included_in_reports scope - BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals, HistoricalAccountScope, AccountRow flag - IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats - InvestmentStatement/Budget: chain included_in_reports scope - ReportsController: filter in breakdown view, export queries, trades - AccountsController: toggle_exclude_from_reports action + route - UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items - Locale: all labels in en.yml - Tests: model scope, controller toggle, income statement/balance sheet filtering - 5070 tests pass (0 failures, 0 regressions)
62 lines
1.5 KiB
Ruby
62 lines
1.5 KiB
Ruby
class BalanceSheet::AccountGroup
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include Monetizable
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monetize :total, as: :total_money
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attr_reader :name, :color, :accountable_type, :accounts
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def initialize(name:, color:, accountable_type:, accounts:, classification_group:)
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@name = name
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@color = color
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@accountable_type = accountable_type
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@accounts = accounts
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@classification_group = classification_group
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end
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# A stable DOM id for this group.
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# Example outputs:
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# dom_id(tab: :asset) # => "asset_depository"
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# dom_id(tab: :all, mobile: true) # => "mobile_all_depository"
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#
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# Keeping all of the logic here means the view layer and broadcaster only
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# need to ask the object for its DOM id instead of rebuilding string
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# fragments in multiple places.
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def dom_id(tab: nil, mobile: false)
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parts = []
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parts << "mobile" if mobile
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parts << (tab ? tab.to_s : classification.to_s)
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parts << key
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parts.compact.join("_")
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end
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def key
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accountable_type.to_s.underscore
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end
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def total
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accounts.reject { |a| a.respond_to?(:exclude_from_reports?) && a.exclude_from_reports? }.sum(&:converted_balance)
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end
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def weight
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return 0 if classification_group.total.zero?
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total / classification_group.total.to_d * 100
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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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# "asset" or "liability"
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def classification
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classification_group.classification
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end
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def currency
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classification_group.currency
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end
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private
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attr_reader :classification_group
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end
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