class Transfer < ApplicationRecord belongs_to :inflow_transaction, class_name: "Account::Transaction" belongs_to :outflow_transaction, class_name: "Account::Transaction" enum :status, { pending: "pending", confirmed: "confirmed", rejected: "rejected" } validate :transfer_has_different_accounts validate :transfer_has_opposite_amounts validate :transfer_within_date_range 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: Account::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}", entryable: Account::Transaction.new ) ), outflow_transaction: Account::Transaction.new( entry: from_account.entries.build( amount: amount.abs, currency: from_account.currency, date: date, name: "Transfer to #{to_account.name}", entryable: Account::Transaction.new ) ), status: "confirmed" ) end def auto_match_for_account(account) matches = account.entries.account_transactions.joins(" JOIN account_entries ae2 ON account_entries.amount = -ae2.amount AND account_entries.currency = ae2.currency AND account_entries.account_id <> ae2.account_id AND ABS(account_entries.date - ae2.date) <= 4 ").select( "account_entries.id", "account_entries.entryable_id AS e1_entryable_id", "ae2.entryable_id AS e2_entryable_id", "account_entries.amount AS e1_amount", "ae2.amount AS e2_amount" ) Transfer.transaction do matches.each do |match| inflow = match.e1_amount.negative? ? match.e1_entryable_id : match.e2_entryable_id outflow = match.e1_amount.negative? ? match.e2_entryable_id : match.e1_entryable_id # Skip all rejected, or already matched transfers next if Transfer.exists?( inflow_transaction_id: inflow, outflow_transaction_id: outflow ) Transfer.create!( inflow_transaction_id: inflow, outflow_transaction_id: outflow ) end end end 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 if payment? I18n.t("transfer.payment_name", to_account: to_account.name) else I18n.t("transfer.name", to_account: to_account.name) end end def payment? to_account.liability? end private def transfer_has_different_accounts return unless inflow_transaction.present? && outflow_transaction.present? errors.add(:base, :must_be_from_different_accounts) if inflow_transaction.entry.account == outflow_transaction.entry.account end def transfer_has_opposite_amounts return unless inflow_transaction.present? && outflow_transaction.present? inflow_amount = inflow_transaction.entry.amount outflow_amount = outflow_transaction.entry.amount if inflow_transaction.entry.currency == outflow_transaction.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.present? && outflow_transaction.present? date_diff = (inflow_transaction.entry.date - outflow_transaction.entry.date).abs errors.add(:base, :must_be_within_date_range) if date_diff > 4 end end