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297a695d0f
* Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
32 lines
686 B
Ruby
32 lines
686 B
Ruby
module Entryable
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extend ActiveSupport::Concern
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TYPES = %w[Valuation Transaction Trade]
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def self.from_type(entryable_type)
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entryable_type.presence_in(TYPES).constantize
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end
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included do
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include Enrichable
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has_one :entry, as: :entryable, touch: true
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scope :with_entry, -> { joins(:entry) }
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scope :active, -> { with_entry.merge(Entry.active) }
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scope :in_period, ->(period) {
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with_entry.where(entries: { date: period.start_date..period.end_date })
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}
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scope :reverse_chronological, -> {
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with_entry.merge(Entry.reverse_chronological)
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}
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scope :chronological, -> {
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with_entry.merge(Entry.chronological)
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}
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end
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end
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