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Add RejectedTransfer model, simplify auto matching (#1690)
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* Allow transfers to match when inflow is after outflow

* Simplify transfer auto matching with RejectedTransfer model

* Validations

* Reset migrations
This commit is contained in:
Zach Gollwitzer 2025-01-27 16:56:46 -05:00 committed by GitHub
parent 0b4e314f58
commit de90b29201
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18 changed files with 221 additions and 79 deletions

View file

@ -77,12 +77,20 @@ class Account::Entry < ApplicationRecord
end
def transfer_match_candidates
account.family.entries
.where.not(account_id: account_id)
.where.not(id: id)
.where(amount: -amount)
.where(currency: currency)
.where(date: (date - 4.days)..(date + 4.days))
candidates_scope = account.transfer_match_candidates
candidates_scope = if amount.negative?
candidates_scope.where("inflow_candidates.entryable_id = ?", entryable_id)
else
candidates_scope.where("outflow_candidates.entryable_id = ?", entryable_id)
end
candidates_scope.map do |pm|
Transfer.new(
inflow_transaction_id: pm.inflow_transaction_id,
outflow_transaction_id: pm.outflow_transaction_id,
)
end
end
class << self

View file

@ -5,7 +5,7 @@ class Account::Syncer
end
def run
Transfer.auto_match_for_account(account)
account.auto_match_transfers!
holdings = sync_holdings
balances = sync_balances(holdings)

View file

@ -9,6 +9,10 @@ class Account::Transaction < ApplicationRecord
has_one :transfer_as_inflow, class_name: "Transfer", foreign_key: "inflow_transaction_id", dependent: :destroy
has_one :transfer_as_outflow, class_name: "Transfer", foreign_key: "outflow_transaction_id", dependent: :destroy
# We keep track of rejected transfers to avoid auto-matching them again
has_one :rejected_transfer_as_inflow, class_name: "RejectedTransfer", foreign_key: "inflow_transaction_id", dependent: :destroy
has_one :rejected_transfer_as_outflow, class_name: "RejectedTransfer", foreign_key: "outflow_transaction_id", dependent: :destroy
accepts_nested_attributes_for :taggings, allow_destroy: true
scope :active, -> { where(excluded: false) }
@ -24,6 +28,6 @@ class Account::Transaction < ApplicationRecord
end
def transfer?
transfer.present? && transfer.status != "rejected"
transfer.present?
end
end