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Maybe/db/migrate/20241231140709_reverse_transfer_relations.rb
Zach Gollwitzer 307a3687e8
Transfer and Payment auto-matching, model and UI improvements (#1585)
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
2025-01-07 09:41:24 -05:00

75 lines
3 KiB
Ruby

class ReverseTransferRelations < ActiveRecord::Migration[7.2]
def change
create_table :transfers, id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.references :inflow_transaction, null: false, foreign_key: { to_table: :account_transactions }, type: :uuid
t.references :outflow_transaction, null: false, foreign_key: { to_table: :account_transactions }, type: :uuid
t.string :status, null: false, default: "pending"
t.text :notes
t.index [ :inflow_transaction_id, :outflow_transaction_id ], unique: true
t.timestamps
end
reversible do |dir|
dir.up do
execute <<~SQL
INSERT INTO transfers (inflow_transaction_id, outflow_transaction_id, status, created_at, updated_at)
SELECT
CASE WHEN e1.amount <= 0 THEN e1.entryable_id ELSE e2.entryable_id END as inflow_transaction_id,
CASE WHEN e1.amount <= 0 THEN e2.entryable_id ELSE e1.entryable_id END as outflow_transaction_id,
'confirmed' as status,
e1.created_at,
e1.updated_at
FROM account_entries e1
JOIN account_entries e2 ON
e1.transfer_id = e2.transfer_id AND
e1.id != e2.id AND
e1.id < e2.id -- Ensures we don't duplicate transfers from both sides
JOIN accounts a1 ON e1.account_id = a1.id
JOIN accounts a2 ON e2.account_id = a2.id
WHERE
e1.entryable_type = 'Account::Transaction' AND
e2.entryable_type = 'Account::Transaction' AND
e1.transfer_id IS NOT NULL AND
a1.family_id = a2.family_id;
SQL
end
dir.down do
execute <<~SQL
WITH new_transfers AS (
INSERT INTO account_transfers (created_at, updated_at)
SELECT created_at, updated_at
FROM transfers
RETURNING id, created_at
),
transfer_pairs AS (
SELECT
nt.id as transfer_id,
ae_in.id as inflow_entry_id,
ae_out.id as outflow_entry_id
FROM transfers t
JOIN new_transfers nt ON nt.created_at = t.created_at
JOIN account_entries ae_in ON ae_in.entryable_id = t.inflow_transaction_id
JOIN account_entries ae_out ON ae_out.entryable_id = t.outflow_transaction_id
WHERE
ae_in.entryable_type = 'Account::Transaction' AND
ae_out.entryable_type = 'Account::Transaction'
)
UPDATE account_entries ae
SET transfer_id = tp.transfer_id
FROM transfer_pairs tp
WHERE ae.id IN (tp.inflow_entry_id, tp.outflow_entry_id);
SQL
end
end
remove_foreign_key :account_entries, :account_transfers, column: :transfer_id
remove_column :account_entries, :transfer_id, :uuid
remove_column :account_entries, :marked_as_transfer, :boolean
drop_table :account_transfers, id: :uuid, default: -> { "gen_random_uuid()" } do |t|
t.timestamps
end
end
end