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* add kind to transaction model * Basic transfer creator * Fix method naming conflict * Creator form pattern * Remove stale methods * Tweak migration * Remove BaseQuery, write entire query in each class for clarity * Query optimizations * Remove unused exchange rate query lines * Remove temporary cache-warming strategy * Fix test * Update transaction search * Decouple transactions endpoint from IncomeStatement * Clean up transactions controller * Update cursor rules * Cleanup comments, logic in search * Fix totals logic on transactions view * Fix pagination * Optimize search totals query * Default to last 30 days on transactions page if no filters * Decouple transactions list from transfer details * Revert transfer route * Migration reset * Bundle update * Fix matching logic, tests * Remove unused code
32 lines
1.2 KiB
Ruby
32 lines
1.2 KiB
Ruby
class AddKindToTransactions < ActiveRecord::Migration[7.2]
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def change
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add_column :transactions, :kind, :string, null: false, default: "standard"
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add_index :transactions, :kind
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reversible do |dir|
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dir.up do
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# Update transaction kinds based on transfer relationships
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execute <<~SQL
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UPDATE transactions
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SET kind = CASE
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WHEN destination_accounts.accountable_type = 'Loan' AND entries.amount > 0 THEN 'loan_payment'
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WHEN destination_accounts.accountable_type = 'CreditCard' AND entries.amount > 0 THEN 'cc_payment'
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ELSE 'funds_movement'
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END
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FROM transfers t
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JOIN entries ON (
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entries.entryable_id = t.inflow_transaction_id OR
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entries.entryable_id = t.outflow_transaction_id
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)
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LEFT JOIN entries inflow_entries ON (
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inflow_entries.entryable_id = t.inflow_transaction_id
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AND inflow_entries.entryable_type = 'Transaction'
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)
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LEFT JOIN accounts destination_accounts ON destination_accounts.id = inflow_entries.account_id
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WHERE transactions.id = entries.entryable_id
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AND entries.entryable_type = 'Transaction'
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SQL
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end
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end
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end
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end
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