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perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

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* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
This commit is contained in:
Zach Gollwitzer
2025-06-20 13:31:58 -04:00
committed by GitHub
parent 7aca5a2277
commit 1aae00f586
49 changed files with 1749 additions and 705 deletions
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2
app/models/assistant/function/get_transactions.rb
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@@ -163,7 +163,7 @@ class Assistant::Function::GetTransactions < Assistant::Function
category: txn.category&.name,
merchant: txn.merchant&.name,
tags: txn.tags.map(&:name),
is_transfer: txn.transfer.present?
is_transfer: txn.transfer?
}
end