Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-02 20:15:22 +02:00
Code Issues Releases Activity Actions

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

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
49 changed files with 1749 additions and 705 deletions
Download patch file Download diff file Expand all files Collapse all files

15
app/models/transaction.rb
View file

@ -9,10 +9,17 @@ class Transaction < ApplicationRecord
accepts_nested_attributes_for :taggings, allow_destroy: true
class << self
def search(params)
Search.new(params).build_query(all)
end
enum :kind, {
standard: "standard", # A regular transaction, included in budget analytics
funds_movement: "funds_movement", # Movement of funds between accounts, excluded from budget analytics
cc_payment: "cc_payment", # A CC payment, excluded from budget analytics (CC payments offset the sum of expense transactions)
loan_payment: "loan_payment", # A payment to a Loan account, treated as an expense in budgets
one_time: "one_time" # A one-time expense/income, excluded from budget analytics
}
# Overarching grouping method for all transfer-type transactions
def transfer?
funds_movement? || cc_payment? || loan_payment?
end
def set_category!(category)