Class: Keepr::Account

Inherits:
ActiveRecord::Base
  • Object
show all
Defined in:
lib/keepr/account.rb

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.merged_with_sums(options = {}) ⇒ Object 



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# File 'lib/keepr/account.rb', line 50

def self.merged_with_sums(options = {})
  accounts = with_sums(options).to_a

  # Sum up child accounts to parent
  position = 0
  while ( = accounts[position])
    if .parent_id && .sum_amount
       = accounts.find { |a| a.id == .parent_id }
      raise RuntimeError unless 

      .sum_amount ||= 0
      .sum_amount += .sum_amount
      accounts.delete_at(position)
    else
      position += 1
    end
  end

  accounts
end

.with_sums(options = {}) ⇒ Object

Raises:

  • (ArgumentError) 


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# File 'lib/keepr/account.rb', line 24

def self.with_sums(options = {})
  raise ArgumentError unless options.is_a?(Hash)

  subquery = Keepr::Posting
             .select('SUM(keepr_postings.amount)')
             .joins(:keepr_journal)
             .where('keepr_postings.keepr_account_id = keepr_accounts.id')

  date           = options[:date]
  permanent_only = options[:permanent_only]

  case date
  when nil
  when Date
    subquery = subquery.where('keepr_journals.date <= ?', date)
  when Range
    subquery = subquery.where(keepr_journals: { date: date.first..date.last })
  else
    raise ArgumentError
  end

  subquery = subquery.where(keepr_journals: { permanent: true }) if permanent_only

  select "keepr_accounts.*, (#{subquery.to_sql}) AS sum_amount"
end

Instance Method Details

#balance(date = nil) ⇒ Object 



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# File 'lib/keepr/account.rb', line 81

def balance(date = nil)
  scope = case date
          when nil
            keepr_postings
          when Date
            keepr_postings
          .joins(:keepr_journal)
          .where('keepr_journals.date <= ?', date)
          when Range
            keepr_postings
          .joins(:keepr_journal)
          .where(keepr_journals: { date: date.first..date.last })
          else
            raise ArgumentError
          end

  scope.sum(:amount)
end

#keepr_postings ⇒ Object 



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# File 'lib/keepr/account.rb', line 75

def keepr_postings
  Keepr::Posting
    .joins(:keepr_account)
    .merge(subtree)
end

#number_as_string ⇒ Object 



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# File 'lib/keepr/account.rb', line 100

def number_as_string
  if number < 1000
    format('%04d', number)
  else
    number.to_s
  end
end

#profit_and_loss? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'lib/keepr/account.rb', line 71

def profit_and_loss?
  revenue? || expense?
end

#to_s ⇒ Object 



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# File 'lib/keepr/account.rb', line 108

def to_s
  "#{number_as_string} (#{name})"
end