Files
sure/app/models/concerns/accountable.rb
Zach Gollwitzer 297a695d0f Transaction rules engine V1 (#1900)
* 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
2025-04-18 11:39:58 -04:00

75 lines
1.7 KiB
Ruby

module Accountable
extend ActiveSupport::Concern
TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset CreditCard Loan OtherLiability]
def self.from_type(type)
return nil unless TYPES.include?(type)
type.constantize
end
included do
include Enrichable
has_one :account, as: :accountable, touch: true
end
class_methods do
def classification
raise NotImplementedError, "Accountable must implement #classification"
end
def icon
raise NotImplementedError, "Accountable must implement #icon"
end
def color
raise NotImplementedError, "Accountable must implement #color"
end
def favorable_direction
classification == "asset" ? "up" : "down"
end
def display_name
self.name.pluralize.titleize
end
def balance_money(family)
family.accounts
.active
.joins(sanitize_sql_array([
"LEFT JOIN exchange_rates ON exchange_rates.date = :current_date AND accounts.currency = exchange_rates.from_currency AND exchange_rates.to_currency = :family_currency",
{ current_date: Date.current.to_s, family_currency: family.currency }
]))
.where(accountable_type: self.name)
.sum("accounts.balance * COALESCE(exchange_rates.rate, 1)")
end
end
def post_sync(sync)
broadcast_replace_to(
account,
target: "chart_account_#{account.id}",
partial: "accounts/show/chart",
locals: { account: account }
)
end
def display_name
self.class.display_name
end
def icon
self.class.icon
end
def color
self.class.color
end
def classification
self.class.classification
end
end