f7f6ebb091
* Balance reconcilations with new components * Fix materializer and test assumptions * Fix investment valuation calculations and recon display * Lint fixes * Balance series uses new component fields
32 lines
909 B
Ruby
32 lines
909 B
Ruby
class Balance < ApplicationRecord
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include Monetizable
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belongs_to :account
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validates :account, :date, :balance, presence: true
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validates :flows_factor, inclusion: { in: [ -1, 1 ] }
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monetize :balance, :cash_balance,
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:start_cash_balance, :start_non_cash_balance, :start_balance,
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:cash_inflows, :cash_outflows, :non_cash_inflows, :non_cash_outflows, :net_market_flows,
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:cash_adjustments, :non_cash_adjustments,
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:end_cash_balance, :end_non_cash_balance, :end_balance
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scope :in_period, ->(period) { period.nil? ? all : where(date: period.date_range) }
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scope :chronological, -> { order(:date) }
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def balance_trend
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Trend.new(
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current: end_balance_money,
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previous: start_balance_money,
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favorable_direction: favorable_direction
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)
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end
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private
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def favorable_direction
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flows_factor == -1 ? "down" : "up"
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end
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end
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