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https://github.com/maybe-finance/maybe.git
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e657c40d19
* Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB
101 lines
3.2 KiB
Ruby
101 lines
3.2 KiB
Ruby
class Transaction::Search
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include ActiveModel::Model
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include ActiveModel::Attributes
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attribute :search, :string
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attribute :amount, :string
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attribute :amount_operator, :string
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attribute :types, array: true
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attribute :accounts, array: true
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attribute :account_ids, array: true
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attribute :start_date, :string
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attribute :end_date, :string
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attribute :categories, array: true
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attribute :merchants, array: true
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attribute :tags, array: true
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def build_query(scope)
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query = scope.joins(entry: :account)
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.joins(transfer_join)
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query = apply_category_filter(query, categories)
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query = apply_type_filter(query, types)
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query = apply_merchant_filter(query, merchants)
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query = apply_tag_filter(query, tags)
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query = EntrySearch.apply_search_filter(query, search)
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query = EntrySearch.apply_date_filters(query, start_date, end_date)
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query = EntrySearch.apply_amount_filter(query, amount, amount_operator)
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query = EntrySearch.apply_accounts_filter(query, accounts, account_ids)
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query
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end
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private
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def transfer_join
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<<~SQL
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LEFT JOIN (
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SELECT t.*, t.id as transfer_id, a.accountable_type
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FROM transfers t
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JOIN entries ae ON ae.entryable_id = t.inflow_transaction_id
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AND ae.entryable_type = 'Transaction'
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JOIN accounts a ON a.id = ae.account_id
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) transfer_info ON (
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transfer_info.inflow_transaction_id = transactions.id OR
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transfer_info.outflow_transaction_id = transactions.id
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)
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SQL
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end
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def apply_category_filter(query, categories)
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return query unless categories.present?
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query = query.left_joins(:category).where(
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"categories.name IN (?) OR (
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categories.id IS NULL AND (transfer_info.transfer_id IS NULL OR transfer_info.accountable_type = 'Loan')
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)",
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categories
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)
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if categories.exclude?("Uncategorized")
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query = query.where.not(category_id: nil)
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end
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query
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end
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def apply_type_filter(query, types)
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return query unless types.present?
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return query if types.sort == [ "expense", "income", "transfer" ]
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transfer_condition = "transfer_info.transfer_id IS NOT NULL"
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expense_condition = "entries.amount >= 0"
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income_condition = "entries.amount <= 0"
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condition = case types.sort
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when [ "transfer" ]
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transfer_condition
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when [ "expense" ]
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Arel.sql("#{expense_condition} AND NOT (#{transfer_condition})")
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when [ "income" ]
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Arel.sql("#{income_condition} AND NOT (#{transfer_condition})")
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when [ "expense", "transfer" ]
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Arel.sql("#{expense_condition} OR #{transfer_condition}")
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when [ "income", "transfer" ]
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Arel.sql("#{income_condition} OR #{transfer_condition}")
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when [ "expense", "income" ]
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Arel.sql("NOT (#{transfer_condition})")
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end
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query.where(condition)
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end
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def apply_merchant_filter(query, merchants)
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return query unless merchants.present?
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query.joins(:merchant).where(merchants: { name: merchants })
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end
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def apply_tag_filter(query, tags)
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return query unless tags.present?
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query.joins(:tags).where(tags: { name: tags })
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end
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end
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