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Maybe/app/models/entry.rb

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