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https://github.com/maybe-finance/maybe.git
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297a695d0f
* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
69 lines
2.1 KiB
Ruby
69 lines
2.1 KiB
Ruby
class EntrySearch
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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, :string
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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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class << self
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def apply_search_filter(scope, search)
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return scope if search.blank?
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query = scope
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query = query.where("entries.name ILIKE :search",
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search: "%#{ActiveRecord::Base.sanitize_sql_like(search)}%"
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)
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query
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end
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def apply_date_filters(scope, start_date, end_date)
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return scope if start_date.blank? && end_date.blank?
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query = scope
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query = query.where("entries.date >= ?", start_date) if start_date.present?
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query = query.where("entries.date <= ?", end_date) if end_date.present?
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query
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end
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def apply_amount_filter(scope, amount, amount_operator)
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return scope if amount.blank? || amount_operator.blank?
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query = scope
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case amount_operator
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when "equal"
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query = query.where("ABS(ABS(entries.amount) - ?) <= 0.01", amount.to_f.abs)
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when "less"
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query = query.where("ABS(entries.amount) < ?", amount.to_f.abs)
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when "greater"
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query = query.where("ABS(entries.amount) > ?", amount.to_f.abs)
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end
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query
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end
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def apply_accounts_filter(scope, accounts, account_ids)
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return scope if accounts.blank? && account_ids.blank?
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query = scope
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query = query.where(accounts: { name: accounts }) if accounts.present?
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query = query.where(accounts: { id: account_ids }) if account_ids.present?
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query
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end
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end
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def build_query(scope)
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query = scope.joins(:account)
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query = self.class.apply_search_filter(query, search)
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query = self.class.apply_date_filters(query, start_date, end_date)
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query = self.class.apply_amount_filter(query, amount, amount_operator)
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query = self.class.apply_accounts_filter(query, accounts, account_ids)
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query
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end
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end
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