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Maybe/app/models/entry.rb
Zach Gollwitzer 10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00

95 lines
2.5 KiB
Ruby

class Entry < ApplicationRecord
include Monetizable, Enrichable
monetize :amount
belongs_to :account
belongs_to :transfer, optional: true
belongs_to :import, optional: true
delegated_type :entryable, types: Entryable::TYPES, dependent: :destroy
accepts_nested_attributes_for :entryable
validates :date, :name, :amount, :currency, presence: true
validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { valuation? }
validates :date, comparison: { greater_than: -> { min_supported_date } }
scope :active, -> {
joins(:account).where(accounts: { is_active: true })
}
scope :chronological, -> {
order(
date: :asc,
Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :asc,
created_at: :asc
)
}
scope :reverse_chronological, -> {
order(
date: :desc,
Arel.sql("CASE WHEN entries.entryable_type = 'Valuation' THEN 1 ELSE 0 END") => :desc,
created_at: :desc
)
}
def classification
amount.negative? ? "income" : "expense"
end
def lock_saved_attributes!
super
entryable.lock_saved_attributes!
end
def sync_account_later
sync_start_date = [ date_previously_was, date ].compact.min unless destroyed?
account.sync_later(window_start_date: sync_start_date)
end
def entryable_name_short
entryable_type.demodulize.underscore
end
def balance_trend(entries, balances)
Balance::TrendCalculator.new(self, entries, balances).trend
end
class << self
def search(params)
EntrySearch.new(params).build_query(all)
end
# arbitrary cutoff date to avoid expensive sync operations
def min_supported_date
30.years.ago.to_date
end
def bulk_update!(bulk_update_params)
bulk_attributes = {
date: bulk_update_params[:date],
notes: bulk_update_params[:notes],
entryable_attributes: {
category_id: bulk_update_params[:category_id],
merchant_id: bulk_update_params[:merchant_id],
tag_ids: bulk_update_params[:tag_ids]
}.compact_blank
}.compact_blank
return 0 if bulk_attributes.blank?
transaction do
all.each do |entry|
bulk_attributes[:entryable_attributes][:id] = entry.entryable_id if bulk_attributes[:entryable_attributes].present?
entry.update! bulk_attributes
entry.lock_saved_attributes!
entry.entryable.lock!(:tag_ids) if entry.transaction? && entry.transaction.tags.any?
end
end
all.size
end
end
end