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Code Issues Releases Activity Actions

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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9
app/models/family.rb
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@ -91,6 +91,7 @@ class Family < ApplicationRecord
entries.order(:date).first&.date || Date.current
end
# Used for invalidating family / balance sheet related aggregation queries
def build_cache_key(key, invalidate_on_data_updates: false)
# Our data sync process updates this timestamp whenever any family account successfully completes a data update.
# By including it in the cache key, we can expire caches every time family account data changes.
@ -103,6 +104,14 @@ class Family < ApplicationRecord
].compact.join("_")
end
# Used for invalidating entry related aggregation queries
def entries_cache_version
@entries_cache_version ||= begin
ts = entries.maximum(:updated_at)
ts.present? ? ts.to_i : 0
end
end
def self_hoster?
Rails.application.config.app_mode.self_hosted?
end