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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
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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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53
app/models/income_statement/category_stats.rb
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@ -1,40 +1,61 @@
class IncomeStatement::CategoryStats
include IncomeStatement::BaseQuery
def initialize(family, interval: "month")
@family = family
@interval = interval
end
def call
ActiveRecord::Base.connection.select_all(query_sql).map do |row|
ActiveRecord::Base.connection.select_all(sanitized_query_sql).map do |row|
StatRow.new(
category_id: row["category_id"],
classification: row["classification"],
median: row["median"],
avg: row["avg"],
missing_exchange_rates?: row["missing_exchange_rates"]
avg: row["avg"]
)
end
end
private
StatRow = Data.define(:category_id, :classification, :median, :avg, :missing_exchange_rates?)
StatRow = Data.define(:category_id, :classification, :median, :avg)
def sanitized_query_sql
ActiveRecord::Base.sanitize_sql_array([
query_sql,
{
target_currency: @family.currency,
interval: @interval,
family_id: @family.id
}
])
end
def query_sql
base_sql = base_query_sql(family: @family, interval: @interval, transactions_scope: @family.transactions.active)
<<~SQL
WITH base_totals AS (
#{base_sql}
WITH period_totals AS (
SELECT
c.id as category_id,
date_trunc(:interval, ae.date) as period,
CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
SUM(ae.amount * COALESCE(er.rate, 1)) as total
FROM transactions t
JOIN entries ae ON ae.entryable_id = t.id AND ae.entryable_type = 'Transaction'
JOIN accounts a ON a.id = ae.account_id
LEFT JOIN categories c ON c.id = t.category_id
LEFT JOIN exchange_rates er ON (
er.date = ae.date AND
er.from_currency = ae.currency AND
er.to_currency = :target_currency
)
WHERE a.family_id = :family_id
AND t.kind NOT IN ('funds_movement', 'one_time', 'cc_payment')
GROUP BY c.id, period, CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END
)
SELECT
category_id,
classification,
ABS(PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY total)) as median,
ABS(AVG(total)) as avg,
BOOL_OR(missing_exchange_rates) as missing_exchange_rates
FROM base_totals
category_id,
classification,
ABS(PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY total)) as median,
ABS(AVG(total)) as avg
FROM period_totals
GROUP BY category_id, classification;
SQL
end