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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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8
app/helpers/application_helper.rb
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@ -110,7 +110,13 @@ module ApplicationHelper
private
def calculate_total(item, money_method, negate)
items = item.reject { |i| i.respond_to?(:entryable) && i.entryable.transfer? }
# Filter out transfer-type transactions from entries
# Only Entry objects have entryable transactions, Account objects don't
items = item.reject do |i|
i.is_a?(Entry) &&
i.entryable.is_a?(Transaction) &&
i.entryable.transfer?
end
total = items.sum(&money_method)
negate ? -total : total
end