How do I get associations working right with ChartKick?

Question

I can't seem to get ChartKick configured properly.

What I am trying to do is to create a graph of the user's stock portfolio. The portfolio is a model, which has_many PortStocks each of which have a current_value. Each PortStock belongs to a Stock.

My models look like this:

# == Schema Information
#
# Table name: portfolios
#
#  id                   :bigint(8)        not null, primary key
#  user_id              :integer
#  current_dollar_value :float            default(0.0)
#  dollar_change        :float            default(0.0)
#

class Portfolio < ApplicationRecord
  belongs_to :user
  has_many :port_stocks
end

# == Schema Information
#
# Table name: port_stocks
#
#  id             :bigint(8)        not null, primary key
#  portfolio_id   :integer
#  stock_id       :integer
#  volume         :integer
#

class PortStock < ApplicationRecord
  belongs_to :portfolio
  belongs_to :stock
end

# == Schema Information
#
# Table name: stocks
#
#  id         :bigint(8)        not null, primary key
#  ticker     :string
#  name       :string
#  price      :float
#  created_at :datetime         not null
#  updated_at :datetime         not null
#

class Stock < ApplicationRecord
  has_many :port_stocks
end

I tried the following:

<%= pie_chart @portfolio.port_stocks.group(:current_value).count %>

But that produced this pie chart:

So when I hover, it shows me the current_value which is good but it also shows me : 1 which is weird. I want it to show me the name of each stock, which can be accessed as port_stocks.stock.name along with port_stocks.current_value for that port_stock that the stock belongs to.

Edit 1

So I tried this:

<%= pie_chart @portfolio.port_stocks.joins(:stock).group("stocks.ticker").sum(:current_value) %>

That produces this:

That seems to work, but I would like to be able to format the current_value as a currency (i.e. using number_to_currency(current_value)).

Thoughts?

Answer 1

I figured out the correct way to do what I want:

<%= pie_chart @portfolio.port_stocks.joins(:stock).group("stocks.ticker").sum(:current_value), prefix: "$", thousands: "," %>

That produces this: