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Code Issues Releases Activity Actions 1

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

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* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
This commit is contained in:
Zach Gollwitzer 2025-06-20 13:31:58 -04:00 • committed by GitHub
parent 7aca5a2277
commit 1aae00f586
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49 changed files with 1749 additions and 705 deletions
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36
app/controllers/transfers_controller.rb
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@ -1,5 +1,7 @@
class TransfersController < ApplicationController
before_action :set_transfer, only: %i[destroy show update]
include StreamExtensions
before_action :set_transfer, only: %i[show destroy update]
def new
@transfer = Transfer.new
@ -10,25 +12,19 @@ class TransfersController < ApplicationController
end
def create
from_account = Current.family.accounts.find(transfer_params[:from_account_id])
to_account = Current.family.accounts.find(transfer_params[:to_account_id])
@transfer = Transfer.from_accounts(
from_account: from_account,
to_account: to_account,
@transfer = Transfer::Creator.new(
family: Current.family,
source_account_id: transfer_params[:from_account_id],
destination_account_id: transfer_params[:to_account_id],
date: transfer_params[:date],
amount: transfer_params[:amount].to_d
)
if @transfer.save
@transfer.sync_account_later
flash[:notice] = t(".success")
).create
if @transfer.persisted?
success_message = "Transfer created"
respond_to do |format|
format.html { redirect_back_or_to transactions_path }
redirect_target_url = request.referer || transactions_path
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
format.html { redirect_back_or_to transactions_path, notice: success_message }
format.turbo_stream { stream_redirect_back_or_to transactions_path, notice: success_message }
end
else
render :new, status: :unprocessable_entity
@ -54,9 +50,11 @@ class TransfersController < ApplicationController
private
def set_transfer
@transfer = Transfer.find(params[:id])
raise ActiveRecord::RecordNotFound unless @transfer.belongs_to_family?(Current.family)
# Finds the transfer and ensures the family owns it
@transfer = Transfer
.where(id: params[:id])
.where(inflow_transaction_id: Current.family.transactions.select(:id))
.first
end
def transfer_params