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Add backend support for transaction categories (#524)

* Add backend support for transaction categories

* Fix tests

* Localize default category names

* Add tests

* Remove category icon and set default color
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Jakub Kottnauer 2024-03-07 19:15:50 +01:00 committed by GitHub
parent ad7136cb63
commit 90d0cc0c39
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14 changed files with 156 additions and 3 deletions

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@ -2,6 +2,7 @@ class Family < ApplicationRecord
has_many :users, dependent: :destroy
has_many :accounts, dependent: :destroy
has_many :transactions, through: :accounts
has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
def net_worth
accounts.active.sum("CASE WHEN classification = 'asset' THEN balance ELSE -balance END")

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@ -1,5 +1,6 @@
class Transaction < ApplicationRecord
belongs_to :account
belongs_to :category, optional: true
after_commit :sync_account

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@ -0,0 +1,38 @@
class Transaction::Category < ApplicationRecord
has_many :transactions
belongs_to :family
before_update :clear_internal_category, if: :name_changed?
DEFAULT_CATEGORIES = [
{ internal_category: "income", color: "#fd7f6f" },
{ internal_category: "food_and_drink", color: "#7eb0d5" },
{ internal_category: "entertainment", color: "#b2e061" },
{ internal_category: "personal_care", color: "#bd7ebe" },
{ internal_category: "general_services", color: "#ffb55a" },
{ internal_category: "auto_and_transport", color: "#ffee65" },
{ internal_category: "rent_and_utilities", color: "#beb9db" },
{ internal_category: "home_improvement", color: "#fdcce5" }
]
def self.create_default_categories(family)
if family.transaction_categories.size > 0
raise ArgumentError, "Family already has some categories"
end
family_id = family.id
categories = self::DEFAULT_CATEGORIES.map { |c| {
name: I18n.t("transaction.default_category.#{c[:internal_category]}"),
internal_category: c[:internal_category],
color: c[:color],
family_id:
} }
self.insert_all(categories)
end
private
def clear_internal_category
self.internal_category = nil
end
end