Remove manual merchant management (rules will replace)

db/migrate/20250402195137_remove_merchant_management.rb

@@ -0,0 +1,29 @@
+class RemoveMerchantManagement < ActiveRecord::Migration[7.2]
+  # This migration removes "manual management" of merchants and moves us to 100% automated
+  # detection of merchants based on transaction name (using Synth + AI).
+  # -----
+  # Once we're confident in changes, we'll come back and remove all "legacy" schemas.
+  def change
+    rename_table :merchants, :legacy_merchants
+    rename_column :account_transactions, :merchant_id, :legacy_merchant_id
+
+    create_table :merchants, id: :uuid do |t|
+      t.string :name, null: false, index: { unique: true }
+      t.string :website_url
+      t.string :icon_url
+      t.timestamps
+    end
+
+    add_reference :account_transactions, :merchant, type: :uuid, foreign_key: true
+
+    # Users will now opt-in with "rules", so reset enriched names (original name retained)
+    reversible do |dir|
+      dir.up do
+        execute <<-SQL
+          UPDATE account_entries
+          SET enriched_name = NULL
+        SQL
+      end
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
+ActiveRecord::Schema[7.2].define(version: 2025_04_02_195137) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -80,8 +80,10 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.uuid "category_id"
+    t.uuid "legacy_merchant_id"
     t.uuid "merchant_id"
     t.index ["category_id"], name: "index_account_transactions_on_category_id"
+    t.index ["legacy_merchant_id"], name: "index_account_transactions_on_legacy_merchant_id"
     t.index ["merchant_id"], name: "index_account_transactions_on_merchant_id"
   end
 
@@ -372,6 +374,17 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
     t.index ["token"], name: "index_invite_codes_on_token", unique: true
   end
 
+  create_table "legacy_merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "name", null: false
+    t.string "color", default: "#e99537", null: false
+    t.uuid "family_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.string "icon_url"
+    t.datetime "enriched_at"
+    t.index ["family_id"], name: "index_legacy_merchants_on_family_id"
+  end
+
   create_table "loans", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
@@ -382,13 +395,11 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
 
   create_table "merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.string "name", null: false
-    t.string "color", default: "#e99537", null: false
-    t.uuid "family_id", null: false
+    t.string "website_url"
+    t.string "icon_url"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
-    t.string "icon_url"
-    t.datetime "enriched_at"
-    t.index ["family_id"], name: "index_merchants_on_family_id"
+    t.index ["name"], name: "index_merchants_on_name", unique: true
   end
 
   create_table "messages", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -668,6 +679,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
   add_foreign_key "account_holdings", "securities"
   add_foreign_key "account_trades", "securities"
   add_foreign_key "account_transactions", "categories", on_delete: :nullify
+  add_foreign_key "account_transactions", "legacy_merchants"
   add_foreign_key "account_transactions", "merchants"
   add_foreign_key "accounts", "families"
   add_foreign_key "accounts", "imports"
@@ -686,7 +698,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_01_194500) do
   add_foreign_key "imports", "families"
   add_foreign_key "invitations", "families"
   add_foreign_key "invitations", "users", column: "inviter_id"
-  add_foreign_key "merchants", "families"
+  add_foreign_key "legacy_merchants", "families"
   add_foreign_key "messages", "chats"
   add_foreign_key "plaid_accounts", "plaid_items"
   add_foreign_key "plaid_items", "families"