Disable edits for certain transaction fields for Plaid transactions

app/models/entry.rb

@@ -56,6 +56,10 @@ class Entry < ApplicationRecord
     Balance::TrendCalculator.new(self, entries, balances).trend
   end
 
+  def linked?
+    plaid_id.present?
+  end
+
   class << self
     def search(params)
       EntrySearch.new(params).build_query(all)

app/models/plaid_item.rb

@@ -103,36 +103,6 @@ class PlaidItem < ApplicationRecord
     save!
   end
 
-  # def auto_match_categories!
-  #   if family.categories.none?
-  #     family.categories.bootstrap!
-  #   end
-
-  #   alias_matcher = build_category_alias_matcher(family.categories)
-
-  #   accounts.each do |account|
-  #     matchable_transactions = account.transactions
-  #                                     .where(category_id: nil)
-  #                                     .where.not(plaid_category: nil)
-  #                                     .enrichable(:category_id)
-
-  #     matchable_transactions.each do |transaction|
-  #       category = alias_matcher.match(transaction.plaid_category_detailed)
-
-  #       if category.present?
-  #         # Matcher could either return a string or a Category object
-  #         user_category = if category.is_a?(String)
-  #           family.categories.find_or_create_by!(name: category)
-  #         else
-  #           category
-  #         end
-
-  #         transaction.enrich_attribute(:category_id, user_category.id, source: "plaid")
-  #       end
-  #     end
-  #   end
-  # end
-
   def supports_product?(product)
     supported_products.include?(product)
   end

app/models/plaid_item/syncer.rb

@@ -21,7 +21,7 @@ class PlaidItem::Syncer
   end
 
   def perform_post_sync
-    plaid_item.auto_match_categories!
+    # no-op
   end
 
   private

app/views/shared/_money_field.html.erb

@@ -34,6 +34,7 @@
         min: options[:min] || -99999999999999,
         max: options[:max] || 99999999999999,
         step: currency.step,
+        disabled: options[:disabled],
         data: {
           "money-field-target": "amount",
           "auto-submit-form-target": ("auto" if options[:auto_submit])

app/views/trades/_header.html.erb

@@ -16,6 +16,12 @@
           <%= entry.currency %>
         </span>
       </h3>
+
+      <% if entry.linked? %>
+        <span title="Linked with Plaid">
+          <%= icon("refresh-ccw", size: "sm") %>
+        </span>
+      <% end %>
     </div>
 
     <span class="text-sm text-secondary">

app/views/trades/show.html.erb

@@ -15,20 +15,22 @@
           <%= f.date_field :date,
                 label: t(".date_label"),
                 max: Date.current,
+                disabled: @entry.linked?,
                 "data-auto-submit-form-target": "auto" %>
 
           <div class="flex items-center gap-2">
             <%= f.select :nature,
                           [["Buy", "outflow"], ["Sell", "inflow"]],
                           { container_class: "w-1/3", label: "Type", selected: @entry.amount.negative? ? "inflow" : "outflow" },
-                          { data: { "auto-submit-form-target": "auto" } } %>
+                          { data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
 
             <%= f.fields_for :entryable do |ef| %>
               <%= ef.number_field :qty,
                   label: t(".quantity_label"),
                   step: "any",
                   value: trade.qty.abs,
-                  "data-auto-submit-form-target": "auto" %>
+                  "data-auto-submit-form-target": "auto",
+                  disabled: @entry.linked? %>
             <% end %>
           </div>
 
@@ -37,7 +39,9 @@
                   label: t(".cost_per_share_label"),
                   disable_currency: true,
                   auto_submit: true,
-                  min: 0 %>
+                  min: 0,
+                  disabled: @entry.linked?,
+                  disable_currency: @entry.linked? %>
           <% end %>
         <% end %>
       </div>

app/views/transactions/_header.html.erb

@@ -15,6 +15,12 @@
     <% if entry.transaction.transfer? %>
       <%= icon "arrow-left-right", class: "mt-1" %>
     <% end %>
+
+    <% if entry.linked? %>
+      <span title="Linked with Plaid">
+        <%= icon("refresh-ccw", size: "sm") %>
+      </span>
+    <% end %>
   </div>
 
   <span class="text-sm text-secondary">

app/views/transactions/show.html.erb

@@ -18,6 +18,7 @@
           <%= f.date_field :date,
                 label: t(".date_label"),
                 max: Date.current,
+                disabled: @entry.linked?,
                 "data-auto-submit-form-target": "auto" %>
 
           <% unless @entry.transaction.transfer? %>
@@ -25,13 +26,15 @@
               <%= f.select :nature,
                     [["Expense", "outflow"], ["Income", "inflow"]],
                     { container_class: "w-1/3", label: t(".nature"), selected: @entry.amount.negative? ? "inflow" : "outflow" },
-                    { data: { "auto-submit-form-target": "auto" } } %>
+                    { data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
 
               <%= f.money_field :amount, label: t(".amount"),
                     container_class: "w-2/3",
                     auto_submit: true,
                     min: 0,
-                    value: @entry.amount.abs %>
+                    value: @entry.amount.abs,
+                    disabled: @entry.linked?,
+                    disable_currency: @entry.linked? %>
             </div>
 
             <%= f.fields_for :entryable do |ef| %>