Maybe/app/models/entry.rb

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 } }

  # To ensure we can recreate balance history solely from Entries, all entries must post on or before the current anchor (i.e. "Current balance"),
  # and after the opening anchor (i.e. "Opening balance").  This domain invariant should be enforced by the Account model when adding/modifying entries.
  validate :date_after_opening_anchor
  validate :date_on_or_before_current_anchor

  scope :visible, -> {
    joins(:account).where(accounts: { status: [ "draft", "active" ] })
  }

  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

  def linked?
    plaid_id.present?
  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_attr!(:tag_ids) if entry.transaction? && entry.transaction.tags.any?
        end
      end

      all.size
    end
  end

  private
    def date_after_opening_anchor
      return unless account && date

      # Skip validation for anchor valuations themselves
      return if valuation? && entryable.kind.in?(%w[opening_anchor current_anchor])

      opening_anchor_date = account.valuations
                                   .joins(:entry)
                                   .where(kind: "opening_anchor")
                                   .pluck(Arel.sql("entries.date"))
                                   .first

      if opening_anchor_date && date <= opening_anchor_date
        errors.add(:date, "must be after the opening balance date (#{opening_anchor_date})")
      end
    end

    def date_on_or_before_current_anchor
      return unless account && date

      # Skip validation for anchor valuations themselves
      return if valuation? && entryable.kind.in?(%w[opening_anchor current_anchor])

      current_anchor_date = account.valuations
                                   .joins(:entry)
                                   .where(kind: "current_anchor")
                                   .pluck(Arel.sql("entries.date"))
                                   .first

      if current_anchor_date && date > current_anchor_date
        errors.add(:date, "must be on or before the current balance date (#{current_anchor_date})")
      end
    end
end