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52588784d0
- Introduced `InvestmentActivityDetector` to mark internal investment activity as excluded from cashflow and assign appropriate labels. - Added `exclude_from_cashflow` flag to `entries` and `investment_activity_label` to `transactions` with migrations. - Implemented rake tasks to backfill and clear investment activity labels. - Updated `PlaidAccount::Investments::TransactionsProcessor` to map Plaid transaction types to labels. - Included comprehensive test coverage for new functionality.
9 lines
388 B
Ruby
9 lines
388 B
Ruby
class AddInvestmentActivityLabelToTransactions < ActiveRecord::Migration[7.2]
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def change
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# Label for investment activity type (Buy, Sell, Sweep In, Dividend, etc.)
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# Provides human-readable context for why a transaction is excluded from cashflow
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add_column :transactions, :investment_activity_label, :string
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add_index :transactions, :investment_activity_label
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end
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end
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