mirror of
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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
70 lines
2.1 KiB
Ruby
70 lines
2.1 KiB
Ruby
class EntrySearch
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include ActiveModel::Model
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include ActiveModel::Attributes
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attribute :search, :string
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attribute :amount, :string
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attribute :amount_operator, :string
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attribute :types, :string
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attribute :accounts, array: true
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attribute :account_ids, array: true
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attribute :start_date, :string
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attribute :end_date, :string
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class << self
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def apply_search_filter(scope, search)
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return scope if search.blank?
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query = scope
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query = query.where("entries.name ILIKE :search",
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search: "%#{ActiveRecord::Base.sanitize_sql_like(search)}%"
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)
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query
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end
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def apply_date_filters(scope, start_date, end_date)
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return scope if start_date.blank? && end_date.blank?
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query = scope
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query = query.where("entries.date >= ?", start_date) if start_date.present?
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query = query.where("entries.date <= ?", end_date) if end_date.present?
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query
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end
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def apply_amount_filter(scope, amount, amount_operator)
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return scope if amount.blank? || amount_operator.blank?
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query = scope
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case amount_operator
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when "equal"
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query = query.where("ABS(ABS(entries.amount) - ?) <= 0.01", amount.to_f.abs)
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when "less"
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query = query.where("ABS(entries.amount) < ?", amount.to_f.abs)
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when "greater"
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query = query.where("ABS(entries.amount) > ?", amount.to_f.abs)
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end
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query
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end
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def apply_accounts_filter(scope, accounts, account_ids)
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return scope if accounts.blank? && account_ids.blank?
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query = scope
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query = query.where(accounts: { name: accounts }) if accounts.present?
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query = query.where(accounts: { id: account_ids }) if account_ids.present?
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query
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end
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end
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def build_query(scope)
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query = scope.joins(:account)
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query = self.class.apply_search_filter(query, search)
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query = self.class.apply_date_filters(query, start_date, end_date)
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query = self.class.apply_amount_filter(query, amount, amount_operator)
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query = self.class.apply_accounts_filter(query, accounts, account_ids)
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query
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end
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end
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