class Transfer < ApplicationRecord belongs_to :inflow_transaction, class_name: "Transaction" belongs_to :outflow_transaction, class_name: "Transaction" enum :status, { pending: "pending", confirmed: "confirmed" } validates :inflow_transaction_id, uniqueness: true validates :outflow_transaction_id, uniqueness: true validate :transfer_has_different_accounts validate :transfer_has_opposite_amounts validate :transfer_within_date_range validate :transfer_has_same_family class << self def from_accounts(from_account:, to_account:, date:, amount:) # Attempt to convert the amount to the to_account's currency. # If the conversion fails, use the original amount. converted_amount = begin Money.new(amount.abs, from_account.currency).exchange_to(to_account.currency) rescue Money::ConversionError Money.new(amount.abs, from_account.currency) end new( inflow_transaction: Transaction.new( entry: to_account.entries.build( amount: converted_amount.amount.abs * -1, currency: converted_amount.currency.iso_code, date: date, name: "Transfer from #{from_account.name}", ) ), outflow_transaction: Transaction.new( entry: from_account.entries.build( amount: amount.abs, currency: from_account.currency, date: date, name: "Transfer to #{to_account.name}", ) ), status: "confirmed" ) end end def reject! Transfer.transaction do RejectedTransfer.find_or_create_by!(inflow_transaction_id: inflow_transaction_id, outflow_transaction_id: outflow_transaction_id) destroy! end end def confirm! update!(status: "confirmed") end def sync_account_later inflow_transaction&.entry&.sync_account_later outflow_transaction&.entry&.sync_account_later end def belongs_to_family?(family) family.transactions.include?(inflow_transaction) end def to_account inflow_transaction&.entry&.account end def from_account outflow_transaction&.entry&.account end def amount_abs inflow_transaction&.entry&.amount_money&.abs end def name acc = to_account if payment? acc ? "Payment to #{acc.name}" : "Payment" else acc ? "Transfer to #{acc.name}" : "Transfer" end end def payment? to_account&.liability? end def categorizable? to_account&.accountable_type == "Loan" end private def transfer_has_different_accounts return unless inflow_transaction&.entry && outflow_transaction&.entry errors.add(:base, "Must be from different accounts") if to_account == from_account end def transfer_has_same_family return unless inflow_transaction&.entry && outflow_transaction&.entry errors.add(:base, "Must be from same family") unless to_account&.family == from_account&.family end def transfer_has_opposite_amounts return unless inflow_transaction&.entry && outflow_transaction&.entry inflow_entry = inflow_transaction.entry outflow_entry = outflow_transaction.entry inflow_amount = inflow_entry.amount outflow_amount = outflow_entry.amount if inflow_entry.currency == outflow_entry.currency # For same currency, amounts must be exactly opposite errors.add(:base, "Must have opposite amounts") if inflow_amount + outflow_amount != 0 else # For different currencies, just check the signs are opposite errors.add(:base, "Must have opposite amounts") unless inflow_amount.negative? && outflow_amount.positive? end end def transfer_within_date_range return unless inflow_transaction&.entry && outflow_transaction&.entry date_diff = (inflow_transaction.entry.date - outflow_transaction.entry.date).abs errors.add(:base, "Must be within 4 days") if date_diff > 4 end end