class Transaction::Search include ActiveModel::Model include ActiveModel::Attributes attribute :search, :string attribute :amount, :string attribute :amount_operator, :string attribute :types, array: true attribute :accounts, array: true attribute :account_ids, array: true attribute :start_date, :string attribute :end_date, :string attribute :categories, array: true attribute :merchants, array: true attribute :tags, array: true attribute :active_accounts_only, :boolean, default: true attr_reader :family def initialize(family, filters: {}) @family = family super(filters) end def transactions_scope @transactions_scope ||= begin # This already joins entries + accounts. To avoid expensive double-joins, don't join them again (causes full table scan) query = family.transactions query = apply_active_accounts_filter(query, active_accounts_only) query = apply_category_filter(query, categories) query = apply_type_filter(query, types) query = apply_merchant_filter(query, merchants) query = apply_tag_filter(query, tags) query = EntrySearch.apply_search_filter(query, search) query = EntrySearch.apply_date_filters(query, start_date, end_date) query = EntrySearch.apply_amount_filter(query, amount, amount_operator) query = EntrySearch.apply_accounts_filter(query, accounts, account_ids) query end end # Computes totals for the specific search def totals @totals ||= begin Rails.cache.fetch("transaction_search_totals/#{cache_key_base}") do result = transactions_scope .select( "COALESCE(SUM(CASE WHEN entries.amount >= 0 AND transactions.kind NOT IN ('funds_movement', 'cc_payment') THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as expense_total", "COALESCE(SUM(CASE WHEN entries.amount < 0 AND transactions.kind NOT IN ('funds_movement', 'cc_payment') THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as income_total", "COUNT(entries.id) as transactions_count" ) .joins( ActiveRecord::Base.sanitize_sql_array([ "LEFT JOIN exchange_rates er ON (er.date = entries.date AND er.from_currency = entries.currency AND er.to_currency = ?)", family.currency ]) ) .take Totals.new( count: result.transactions_count.to_i, income_money: Money.new(result.income_total.round, family.currency), expense_money: Money.new(result.expense_total.round, family.currency) ) end end end def cache_key_base [ family.id, Digest::SHA256.hexdigest(attributes.sort.to_h.to_json), # cached by filters family.entries_cache_version ].join("/") end private Totals = Data.define(:count, :income_money, :expense_money) def apply_active_accounts_filter(query, active_accounts_only_filter) if active_accounts_only_filter query.where(accounts: { status: [ "draft", "active" ] }) else query end end def apply_category_filter(query, categories) return query unless categories.present? query = query.left_joins(:category).where( "categories.name IN (?) OR ( categories.id IS NULL AND (transactions.kind NOT IN ('funds_movement', 'cc_payment')) )", categories ) if categories.exclude?("Uncategorized") query = query.where.not(category_id: nil) end query end def apply_type_filter(query, types) return query unless types.present? return query if types.sort == [ "expense", "income", "transfer" ] transfer_condition = "transactions.kind IN ('funds_movement', 'cc_payment', 'loan_payment')" expense_condition = "entries.amount >= 0" income_condition = "entries.amount <= 0" condition = case types.sort when [ "transfer" ] transfer_condition when [ "expense" ] Arel.sql("#{expense_condition} AND NOT (#{transfer_condition})") when [ "income" ] Arel.sql("#{income_condition} AND NOT (#{transfer_condition})") when [ "expense", "transfer" ] Arel.sql("#{expense_condition} OR #{transfer_condition}") when [ "income", "transfer" ] Arel.sql("#{income_condition} OR #{transfer_condition}") when [ "expense", "income" ] Arel.sql("NOT (#{transfer_condition})") end query.where(condition) end def apply_merchant_filter(query, merchants) return query unless merchants.present? query.joins(:merchant).where(merchants: { name: merchants }) end def apply_tag_filter(query, tags) return query unless tags.present? query.joins(:tags).where(tags: { name: tags }) end end