Files
sure/app/controllers/transfer_matches_controller.rb
LPW 36661bdc9b Auto-categorize investment contributions across all transfer paths (#924)
* Ensure investment contributions are auto-categorized with proper kind and category creation.

* Retrigger CI
2026-02-07 16:41:31 +01:00

73 lines
2.6 KiB
Ruby

class TransferMatchesController < ApplicationController
before_action :set_entry
def new
@accounts = Current.family.accounts.visible.alphabetically.where.not(id: @entry.account_id)
@transfer_match_candidates = @entry.transaction.transfer_match_candidates
end
def create
@transfer = build_transfer
Transfer.transaction do
@transfer.save!
# Use DESTINATION (inflow) account for kind, matching Transfer::Creator logic
destination_account = @transfer.inflow_transaction.entry.account
outflow_kind = Transfer.kind_for_account(destination_account)
outflow_attrs = { kind: outflow_kind }
if outflow_kind == "investment_contribution"
category = destination_account.family.investment_contributions_category
outflow_attrs[:category] = category if category.present? && @transfer.outflow_transaction.category_id.blank?
end
@transfer.outflow_transaction.update!(outflow_attrs)
@transfer.inflow_transaction.update!(kind: "funds_movement")
end
@transfer.sync_account_later
redirect_back_or_to transactions_path, notice: "Transfer created"
end
private
def set_entry
@entry = Current.family.entries.find(params[:transaction_id])
end
def transfer_match_params
params.require(:transfer_match).permit(:method, :matched_entry_id, :target_account_id)
end
def build_transfer
if transfer_match_params[:method] == "new"
target_account = Current.family.accounts.find(transfer_match_params[:target_account_id])
missing_transaction = Transaction.new(
entry: target_account.entries.build(
amount: @entry.amount * -1,
currency: @entry.currency,
date: @entry.date,
name: "Transfer to #{@entry.amount.negative? ? @entry.account.name : target_account.name}",
)
)
transfer = Transfer.find_or_initialize_by(
inflow_transaction: @entry.amount.positive? ? missing_transaction : @entry.transaction,
outflow_transaction: @entry.amount.positive? ? @entry.transaction : missing_transaction
)
transfer.status = "confirmed"
transfer
else
target_transaction = Current.family.entries.find(transfer_match_params[:matched_entry_id])
transfer = Transfer.find_or_initialize_by(
inflow_transaction: @entry.amount.negative? ? @entry.transaction : target_transaction.transaction,
outflow_transaction: @entry.amount.negative? ? target_transaction.transaction : @entry.transaction
)
transfer.status = "confirmed"
transfer
end
end
end