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