mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-18 20:59:39 +02:00
* 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
95 lines
2.5 KiB
Ruby
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
|