Preserve original transaction names when enriching (#1556)

* Preserve original transaction name

* Remove stale method

* Fix tests

app/models/account/data_enricher.rb

@@ -50,7 +50,7 @@ class Account::DataEnricher
               category.save! if category.present?
               entry.update!(
                 enriched_at: Time.current,
-                name: entry.enriched_at.nil? && info.name ? info.name : entry.name,
+                enriched_name: info.name,
                 entryable_attributes: entryable_attributes
               )
             end

app/models/account/entry.rb

@@ -10,7 +10,7 @@ class Account::Entry < ApplicationRecord
   delegated_type :entryable, types: Account::Entryable::TYPES, dependent: :destroy
   accepts_nested_attributes_for :entryable
 
-  validates :date, :amount, :currency, presence: true
+  validates :date, :name, :amount, :currency, presence: true
   validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { account_valuation? }
   validates :date, comparison: { greater_than: -> { min_supported_date } }
 
@@ -47,14 +47,6 @@ class Account::Entry < ApplicationRecord
     account.sync_later(start_date: sync_start_date)
   end
 
-  def inflow?
-    amount <= 0 && account_transaction?
-  end
-
-  def outflow?
-    amount > 0 && account_transaction?
-  end
-
   def entryable_name_short
     entryable_type.demodulize.underscore
   end
@@ -63,6 +55,10 @@ class Account::Entry < ApplicationRecord
     Account::BalanceTrendCalculator.new(self, entries, balances).trend
   end
 
+  def display_name
+    enriched_name.presence || name
+  end
+
   class << self
     # arbitrary cutoff date to avoid expensive sync operations
     def min_supported_date

app/models/account/syncer.rb

@@ -11,7 +11,8 @@ class Account::Syncer
     update_account_info(balances, holdings) unless account.plaid_account_id.present?
     convert_records_to_family_currency(balances, holdings) unless account.currency == account.family.currency
 
-    if account.family.data_enrichment_enabled?
+    # Enrich if user opted in or if we're syncing transactions from a Plaid account
+    if account.family.data_enrichment_enabled? || account.plaid_account_id.present?
       account.enrich_data_later
     else
       Rails.logger.info("Data enrichment is disabled, skipping enrichment for account #{account.id}")

app/models/account/trade.rb

@@ -26,11 +26,6 @@ class Account::Trade < ApplicationRecord
     qty > 0
   end
 
-  def name
-    prefix = sell? ? "Sell " : "Buy "
-    prefix + "#{qty.abs} shares of #{security.ticker}"
-  end
-
   def unrealized_gain_loss
     return nil if sell?
     current_price = security.current_price

app/models/account/trade_builder.rb

@@ -31,7 +31,11 @@ class Account::TradeBuilder
     end
 
     def build_trade
+      prefix = type == "sell" ? "Sell " : "Buy "
+      trade_name = prefix + "#{qty.to_i.abs} shares of #{security.ticker}"
+
       account.entries.new(
+        name: trade_name,
         date: date,
         amount: signed_amount,
         currency: currency,

app/models/account/transaction.rb

@@ -48,10 +48,6 @@ class Account::Transaction < ApplicationRecord
       end
   end
 
-  def name
-    entry.name || (entry.amount.positive? ? "Expense" : "Income")
-  end
-
   def eod_balance
     entry.amount_money
   end

app/models/account/transfer.rb

@@ -33,11 +33,11 @@ class Account::Transfer < ApplicationRecord
   end
 
   def inflow_transaction
-    entries.find { |e| e.inflow? }
+    entries.find { |e| e.amount.negative? }
   end
 
   def outflow_transaction
-    entries.find { |e| e.outflow? }
+    entries.find { |e| e.amount.positive? }
   end
 
   def update_entries!(params)

app/models/account/valuation.rb

@@ -10,8 +10,4 @@ class Account::Valuation < ApplicationRecord
       false
     end
   end
-
-  def name
-    "Balance update"
-  end
 end