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Add rule option to change transaction name (#2175)

* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
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Alex Hatzenbuhler 2025-05-06 11:11:56 -05:00 committed by GitHub
parent c0267d5665
commit 60c3a04a48
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6 changed files with 129 additions and 29 deletions

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@ -79,4 +79,25 @@ class Rule::ActionTest < ActiveSupport::TestCase
assert_equal merchant.id, transaction.reload.merchant_id
end
end
test "set_transaction_name" do
new_name = "Renamed Transaction"
# Does not modify transactions that are locked (user edited them)
@txn1.lock!(:name)
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_name",
value: new_name
)
action.apply(@rule_scope)
assert_not_equal new_name, @txn1.reload.entry.name
[ @txn2, @txn3 ].each do |transaction|
assert_equal new_name, transaction.reload.entry.name
end
end
end