mirror of
https://github.com/we-promise/sure.git
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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
96 lines
2.5 KiB
Ruby
96 lines
2.5 KiB
Ruby
class Entry < ApplicationRecord
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include Monetizable, Enrichable
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monetize :amount
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belongs_to :account
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belongs_to :transfer, optional: true
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belongs_to :import, optional: true
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delegated_type :entryable, types: Entryable::TYPES, dependent: :destroy
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accepts_nested_attributes_for :entryable
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validates :date, :name, :amount, :currency, presence: true
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validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { valuation? }
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validates :date, comparison: { greater_than: -> { min_supported_date } }
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scope :active, -> {
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joins(:account).where(accounts: { is_active: true })
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}
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scope :chronological, -> {
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order(
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date: :asc,
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Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :asc,
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created_at: :asc
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)
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}
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scope :reverse_chronological, -> {
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order(
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date: :desc,
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Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :desc,
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created_at: :desc
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)
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}
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def classification
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amount.negative? ? "income" : "expense"
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end
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def lock_saved_attributes!
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super
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entryable.lock_saved_attributes!
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end
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def sync_account_later
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sync_start_date = [ date_previously_was, date ].compact.min unless destroyed?
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account.sync_later(start_date: sync_start_date)
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end
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def entryable_name_short
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entryable_type.demodulize.underscore
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end
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def balance_trend(entries, balances)
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Balance::TrendCalculator.new(self, entries, balances).trend
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end
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class << self
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def search(params)
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EntrySearch.new(params).build_query(all)
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end
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# arbitrary cutoff date to avoid expensive sync operations
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def min_supported_date
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30.years.ago.to_date
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end
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def bulk_update!(bulk_update_params)
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bulk_attributes = {
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date: bulk_update_params[:date],
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notes: bulk_update_params[:notes],
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entryable_attributes: {
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category_id: bulk_update_params[:category_id],
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merchant_id: bulk_update_params[:merchant_id],
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tag_ids: bulk_update_params[:tag_ids]
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}.compact_blank
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}.compact_blank
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return 0 if bulk_attributes.blank?
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transaction do
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all.each do |entry|
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bulk_attributes[:entryable_attributes][:id] = entry.entryable_id if bulk_attributes[:entryable_attributes].present?
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entry.update! bulk_attributes
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entry.lock_saved_attributes!
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entry.entryable.lock!(:tag_ids) if entry.transaction? && entry.transaction.tags.any?
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end
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end
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all.size
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end
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end
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end
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