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Code Issues Releases Activity Actions 1

Account::Entry Delegated Type (namespace updates part 7) (#923)

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* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
This commit is contained in:
Zach Gollwitzer 2024-07-01 10:49:43 -04:00 • committed by GitHub
parent 320954282a
commit c3314e62d1
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105 changed files with 2150 additions and 1576 deletions
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33
app/models/family.rb
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@ -3,7 +3,8 @@ class Family < ApplicationRecord
has_many :tags, dependent: :destroy
has_many :accounts, dependent: :destroy
has_many :institutions, dependent: :destroy
has_many :transactions, through: :accounts, class_name: "Account::Transaction"
has_many :transactions, through: :accounts
has_many :entries, through: :accounts
has_many :imports, through: :accounts
has_many :categories, dependent: :destroy
has_many :merchants, dependent: :destroy
@ -34,17 +35,18 @@ class Family < ApplicationRecord
def snapshot_account_transactions
period = Period.last_30_days
results = accounts.active.joins(:transactions)
.select(
"accounts.*",
"COALESCE(SUM(amount) FILTER (WHERE amount > 0), 0) AS spending",
"COALESCE(SUM(-amount) FILTER (WHERE amount < 0), 0) AS income"
)
.where("account_transactions.date >= ?", period.date_range.begin)
.where("account_transactions.date <= ?", period.date_range.end)
.where("account_transactions.marked_as_transfer = ?", false)
.group("id")
.to_a
results = accounts.active.joins(:entries)
.select(
"accounts.*",
"COALESCE(SUM(account_entries.amount) FILTER (WHERE account_entries.amount > 0), 0) AS spending",
"COALESCE(SUM(-account_entries.amount) FILTER (WHERE account_entries.amount < 0), 0) AS income"
)
.where("account_entries.date >= ?", period.date_range.begin)
.where("account_entries.date <= ?", period.date_range.end)
.where("account_entries.marked_as_transfer = ?", false)
.where("account_entries.entryable_type = ?", "Account::Transaction")
.group("id")
.to_a
results.each do |r|
r.define_singleton_method(:savings_rate) do
@ -60,7 +62,8 @@ class Family < ApplicationRecord
end
def snapshot_transactions
rolling_totals = Account::Transaction.daily_rolling_totals(transactions, period: Period.last_30_days, currency: self.currency)
candidate_entries = entries.account_transactions.without_transfers
rolling_totals = Account::Entry.daily_rolling_totals(candidate_entries, self.currency, period: Period.last_30_days)
spending = []
income = []
@ -89,10 +92,6 @@ class Family < ApplicationRecord
}
end
def effective_start_date
accounts.active.joins(:balances).minimum("account_balances.date") || Date.current
end
def net_worth
assets - liabilities
end