mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-19 13:19:39 +02:00
Add account data enrichment (#1532)
* Add data enrichment * Make data enrichment optional for self-hosters * Add categories to data enrichment * Only update category and merchant if nil * Fix name overrides * Lint fixes
This commit is contained in:
parent
bac2e64c19
commit
fe199f2357
16 changed files with 182 additions and 10 deletions
61
app/models/account/data_enricher.rb
Normal file
61
app/models/account/data_enricher.rb
Normal file
|
@ -0,0 +1,61 @@
|
|||
class Account::DataEnricher
|
||||
include Providable
|
||||
|
||||
attr_reader :account
|
||||
|
||||
def initialize(account)
|
||||
@account = account
|
||||
end
|
||||
|
||||
def run
|
||||
enrich_transactions
|
||||
end
|
||||
|
||||
private
|
||||
def enrich_transactions
|
||||
candidates = account.entries.account_transactions.includes(entryable: [ :merchant, :category ])
|
||||
|
||||
Rails.logger.info("Enriching #{candidates.count} transactions for account #{account.id}")
|
||||
|
||||
merchants = {}
|
||||
categories = {}
|
||||
|
||||
candidates.each do |entry|
|
||||
if entry.enriched_at.nil? || entry.entryable.merchant_id.nil? || entry.entryable.category_id.nil?
|
||||
begin
|
||||
info = self.class.synth_provider.enrich_transaction(entry.name).info
|
||||
|
||||
next unless info.present?
|
||||
|
||||
if info.name.present?
|
||||
merchant = merchants[info.name] ||= account.family.merchants.find_or_create_by(name: info.name)
|
||||
|
||||
if info.icon_url.present?
|
||||
merchant.icon_url = info.icon_url
|
||||
end
|
||||
end
|
||||
|
||||
if info.category.present?
|
||||
category = categories[info.category] ||= account.family.categories.find_or_create_by(name: info.category)
|
||||
end
|
||||
|
||||
entryable_attributes = { id: entry.entryable_id }
|
||||
entryable_attributes[:merchant_id] = merchant.id if merchant.present? && entry.entryable.merchant_id.nil?
|
||||
entryable_attributes[:category_id] = category.id if category.present? && entry.entryable.category_id.nil?
|
||||
|
||||
Account.transaction do
|
||||
merchant.save! if merchant.present?
|
||||
category.save! if category.present?
|
||||
entry.update!(
|
||||
enriched_at: Time.current,
|
||||
name: entry.enriched_at.nil? ? info.name : entry.name,
|
||||
entryable_attributes: entryable_attributes
|
||||
)
|
||||
end
|
||||
rescue => e
|
||||
Rails.logger.warn("Error enriching transaction #{entry.id}: #{e.message}")
|
||||
end
|
||||
end
|
||||
end
|
||||
end
|
||||
end
|
Loading…
Add table
Add a link
Reference in a new issue