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https://github.com/maybe-finance/maybe.git
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03a146222d
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow: 1. Import stage - we first make API calls and import Plaid data to "mirror" tables 2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances This provides several benefits: - Plaid syncs can now be "replayed" without fetching API data again - Mirror tables provide better audit and debugging capabilities - Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
99 lines
2.6 KiB
Ruby
99 lines
2.6 KiB
Ruby
class Entry < ApplicationRecord
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include Monetizable, Enrichable
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monetize :amount
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belongs_to :account
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belongs_to :transfer, optional: true
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belongs_to :import, optional: true
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delegated_type :entryable, types: Entryable::TYPES, dependent: :destroy
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accepts_nested_attributes_for :entryable
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validates :date, :name, :amount, :currency, presence: true
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validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { valuation? }
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validates :date, comparison: { greater_than: -> { min_supported_date } }
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scope :active, -> {
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joins(:account).where(accounts: { is_active: true })
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}
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scope :chronological, -> {
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order(
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date: :asc,
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Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :asc,
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created_at: :asc
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)
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}
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scope :reverse_chronological, -> {
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order(
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date: :desc,
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Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :desc,
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created_at: :desc
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)
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}
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def classification
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amount.negative? ? "income" : "expense"
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end
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def lock_saved_attributes!
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super
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entryable.lock_saved_attributes!
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end
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def sync_account_later
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sync_start_date = [ date_previously_was, date ].compact.min unless destroyed?
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account.sync_later(window_start_date: sync_start_date)
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end
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def entryable_name_short
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entryable_type.demodulize.underscore
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end
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def balance_trend(entries, balances)
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Balance::TrendCalculator.new(self, entries, balances).trend
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end
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def linked?
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plaid_id.present?
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end
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class << self
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def search(params)
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EntrySearch.new(params).build_query(all)
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end
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# arbitrary cutoff date to avoid expensive sync operations
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def min_supported_date
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30.years.ago.to_date
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end
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def bulk_update!(bulk_update_params)
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bulk_attributes = {
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date: bulk_update_params[:date],
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notes: bulk_update_params[:notes],
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entryable_attributes: {
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category_id: bulk_update_params[:category_id],
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merchant_id: bulk_update_params[:merchant_id],
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tag_ids: bulk_update_params[:tag_ids]
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}.compact_blank
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}.compact_blank
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return 0 if bulk_attributes.blank?
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transaction do
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all.each do |entry|
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bulk_attributes[:entryable_attributes][:id] = entry.entryable_id if bulk_attributes[:entryable_attributes].present?
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entry.update! bulk_attributes
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entry.lock_saved_attributes!
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entry.entryable.lock_attr!(:tag_ids) if entry.transaction? && entry.transaction.tags.any?
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end
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end
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all.size
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end
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end
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end
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