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

* 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

db/migrate/20240624160611_create_account_entries.rb

@@ -0,0 +1,15 @@
+class CreateAccountEntries < ActiveRecord::Migration[7.2]
+  def change
+    create_table :account_entries, id: :uuid do |t|
+      t.references :account, null: false, foreign_key: true, type: :uuid
+      t.string :entryable_type
+      t.uuid :entryable_id
+      t.decimal :amount, precision: 19, scale: 4
+      t.string :currency
+      t.date :date
+      t.string :name
+
+      t.timestamps
+    end
+  end
+end

db/migrate/20240624161153_migrate_entryables.rb

@@ -0,0 +1,28 @@
+class MigrateEntryables < ActiveRecord::Migration[7.2]
+  def change
+    reversible do |dir|
+      dir.up do
+        # Migrate Account::Transaction data
+        execute <<-SQL.squish
+          INSERT INTO account_entries (name, date, amount, currency, account_id, entryable_type, entryable_id, created_at, updated_at)
+          SELECT name, date, amount, currency, account_id, 'Account::Transaction', id, created_at, updated_at
+          FROM account_transactions
+        SQL
+
+        # Migrate Account::Valuation data
+        execute <<-SQL.squish
+          INSERT INTO account_entries (name, date, amount, currency, account_id, entryable_type, entryable_id, created_at, updated_at)
+          SELECT 'Manual valuation', date, value, currency, account_id, 'Account::Valuation', id, created_at, updated_at
+          FROM account_valuations
+        SQL
+      end
+
+      dir.down do
+        # Delete the entries from account_entries
+        execute <<-SQL.squish
+          DELETE FROM account_entries WHERE entryable_type IN ('Account::Transaction', 'Account::Valuation')
+        SQL
+      end
+    end
+  end
+end

db/migrate/20240624164119_remove_old_columns_from_entryables.rb

@@ -0,0 +1,58 @@
+class RemoveOldColumnsFromEntryables < ActiveRecord::Migration[7.2]
+  def change
+    reversible do |dir|
+      dir.up do
+        # Remove old columns from Account::Transaction
+        remove_column :account_transactions, :name
+        remove_column :account_transactions, :date
+        remove_column :account_transactions, :amount
+        remove_column :account_transactions, :currency
+        remove_column :account_transactions, :account_id
+
+        # Remove old columns from Account::Valuation
+        remove_column :account_valuations, :date
+        remove_column :account_valuations, :value
+        remove_column :account_valuations, :currency
+        remove_column :account_valuations, :account_id
+      end
+
+      dir.down do
+        # Add old columns back to Account::Transaction
+        add_column :account_transactions, :name, :string
+        add_column :account_transactions, :date, :date
+        add_column :account_transactions, :amount, :decimal, precision: 19, scale: 4
+        add_column :account_transactions, :currency, :string
+        add_column :account_transactions, :account_id, :uuid
+
+        # Add old columns back to Account::Valuation
+        add_column :account_valuations, :date, :date
+        add_column :account_valuations, :value, :decimal, precision: 19, scale: 4
+        add_column :account_valuations, :currency, :string
+        add_column :account_valuations, :account_id, :uuid
+
+        # Repopulate data for Account::Transaction
+        execute <<-SQL.squish
+          UPDATE account_transactions at
+          SET name = ae.name,
+              date = ae.date,
+              amount = ae.amount,
+              currency = ae.currency,
+              account_id = ae.account_id
+          FROM account_entries ae
+          WHERE ae.entryable_type = 'Account::Transaction' AND ae.entryable_id = at.id
+        SQL
+
+        # Repopulate data for Account::Valuation
+        execute <<-SQL.squish
+          UPDATE account_valuations av
+          SET date = ae.date,
+              value = ae.amount,
+              currency = ae.currency,
+              account_id = ae.account_id
+          FROM account_entries ae
+          WHERE ae.entryable_type = 'Account::Valuation' AND ae.entryable_id = av.id
+        SQL
+      end
+    end
+  end
+end

db/migrate/20240628104551_move_transfers_association_from_transactions_to_entries.rb

@@ -0,0 +1,39 @@
+class MoveTransfersAssociationFromTransactionsToEntries < ActiveRecord::Migration[7.2]
+  def change
+    reversible do |dir|
+      dir.up do
+        add_reference :account_entries, :transfer, foreign_key: { to_table: :account_transfers }, type: :uuid
+        add_column :account_entries, :marked_as_transfer, :boolean, default: false, null: false
+
+        execute <<-SQL.squish
+          UPDATE account_entries
+          SET transfer_id = transactions.transfer_id,
+              marked_as_transfer = transactions.marked_as_transfer
+          FROM account_transactions AS transactions
+          WHERE account_entries.entryable_id = transactions.id
+          AND account_entries.entryable_type = 'Account::Transaction'
+        SQL
+
+        remove_reference :account_transactions, :transfer, foreign_key: { to_table: :account_transfers }, type: :uuid
+        remove_column :account_transactions, :marked_as_transfer
+      end
+
+      dir.down do
+        add_reference :account_transactions, :transfer, foreign_key: { to_table: :account_transfers }, type: :uuid
+        add_column :account_transactions, :marked_as_transfer, :boolean, default: false, null: false
+
+        execute <<-SQL.squish
+          UPDATE account_transactions
+          SET transfer_id = account_entries.transfer_id,
+              marked_as_transfer = account_entries.marked_as_transfer
+          FROM account_entries
+          WHERE account_entries.entryable_id = account_transactions.id
+          AND account_entries.entryable_type = 'Account::Transaction'
+        SQL
+
+        remove_reference :account_entries, :transfer, foreign_key: { to_table: :account_transfers }, type: :uuid
+        remove_column :account_entries, :marked_as_transfer
+      end
+    end
+  end
+end