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Remove manual merchant management (rules will replace)

This commit is contained in:
Zach Gollwitzer 2025-04-02 17:48:34 -04:00
parent f07940bf45
commit 83dcbd9ff0
44 changed files with 123 additions and 386 deletions

View file

@ -8,9 +8,6 @@ class Provider::SynthTest < ActiveSupport::TestCase
@subject = @synth = Provider::Synth.new(ENV["SYNTH_API_KEY"])
end
test "health check" do
VCR.use_cassette("synth/health") do
assert @synth.healthy?
test "health check" do
VCR.use_cassette("synth/health") do
assert @synth.healthy?

View file

@ -8,14 +8,13 @@ class Rule::ActionTest < ActiveSupport::TestCase
@transaction_rule = @family.rules.create!(resource_type: "transaction")
@account = @family.accounts.create!(name: "Rule test", balance: 1000, currency: "USD", accountable: Depository.new)
@grocery_category = @family.categories.create!(name: "Grocery")
@whole_foods_merchant = @family.merchants.create!(name: "Whole Foods")
@shopping_category = @family.categories.create!(name: "Shopping")
# Some sample transactions to work with
create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: @whole_foods_merchant)
create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: merchants(:amazon))
create_transaction(date: Date.current, account: @account, amount: -200, name: "Rule test transaction2")
create_transaction(date: 1.day.ago.to_date, account: @account, amount: 50, name: "Rule test transaction3")
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 10, name: "Rule test transaction4", merchant: @whole_foods_merchant)
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 10, name: "Rule test transaction4", merchant: merchants(:amazon))
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 1000, name: "Rule test transaction5")
@rule_scope = @account.transactions
@ -25,13 +24,13 @@ class Rule::ActionTest < ActiveSupport::TestCase
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_category",
value: @grocery_category.id
value: @shopping_category.id
)
action.apply(@rule_scope)
@rule_scope.reload.each do |transaction|
assert_equal @grocery_category.id, transaction.category_id
assert_equal @shopping_category.id, transaction.category_id
end
end
end

View file

@ -8,14 +8,13 @@ class Rule::ConditionTest < ActiveSupport::TestCase
@transaction_rule = @family.rules.create!(resource_type: "transaction")
@account = @family.accounts.create!(name: "Rule test", balance: 1000, currency: "USD", accountable: Depository.new)
@grocery_category = @family.categories.create!(name: "Grocery")
@whole_foods_merchant = @family.merchants.create!(name: "Whole Foods")
@shopping_category = @family.categories.create!(name: "Shopping")
# Some sample transactions to work with
create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: @whole_foods_merchant)
create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: merchants(:amazon))
create_transaction(date: Date.current, account: @account, amount: -200, name: "Rule test transaction2")
create_transaction(date: 1.day.ago.to_date, account: @account, amount: 50, name: "Rule test transaction3")
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 10, name: "Rule test transaction4", merchant: @whole_foods_merchant)
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 10, name: "Rule test transaction4", merchant: merchants(:amazon))
create_transaction(date: 1.year.ago.to_date, account: @account, amount: 1000, name: "Rule test transaction5")
@rule_scope = @account.transactions
@ -53,7 +52,7 @@ class Rule::ConditionTest < ActiveSupport::TestCase
rule: @transaction_rule,
condition_type: "transaction_merchant",
operator: "=",
value: "Whole Foods"
value: "Amazon"
)
filtered = condition.apply(@rule_scope)
@ -69,7 +68,7 @@ class Rule::ConditionTest < ActiveSupport::TestCase
Rule::Condition.new(
condition_type: "transaction_merchant",
operator: "=",
value: "Whole Foods"
value: "Amazon"
),
Rule::Condition.new(
condition_type: "transaction_amount",
@ -92,7 +91,7 @@ class Rule::ConditionTest < ActiveSupport::TestCase
Rule::Condition.new(
condition_type: "transaction_merchant",
operator: "=",
value: "Whole Foods"
value: "Amazon"
),
Rule::Condition.new(
condition_type: "transaction_amount",

View file

@ -6,31 +6,30 @@ class RuleTest < ActiveSupport::TestCase
setup do
@family = families(:empty)
@account = @family.accounts.create!(name: "Rule test", balance: 1000, currency: "USD", accountable: Depository.new)
@whole_foods_merchant = @family.merchants.create!(name: "Whole Foods")
@groceries_category = @family.categories.create!(name: "Groceries")
@shopping_category = @family.categories.create!(name: "Shopping")
end
test "basic rule" do
transaction_entry = create_transaction(date: Date.current, account: @account, merchant: @whole_foods_merchant)
transaction_entry = create_transaction(date: Date.current, account: @account, merchant: merchants(:amazon))
rule = Rule.create!(
family: @family,
resource_type: "transaction",
effective_date: 1.day.ago.to_date,
conditions: [ Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Whole Foods") ],
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ]
conditions: [ Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Amazon") ],
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: @shopping_category.id) ]
)
rule.apply
transaction_entry.reload
assert_equal @groceries_category, transaction_entry.account_transaction.category
assert_equal @shopping_category, transaction_entry.account_transaction.category
end
test "compound rule" do
transaction_entry1 = create_transaction(date: Date.current, amount: 50, account: @account, merchant: @whole_foods_merchant)
transaction_entry2 = create_transaction(date: Date.current, amount: 100, account: @account, merchant: @whole_foods_merchant)
transaction_entry1 = create_transaction(date: Date.current, amount: 50, account: @account, merchant: merchants(:amazon))
transaction_entry2 = create_transaction(date: Date.current, amount: 100, account: @account, merchant: merchants(:amazon))
# Assign "Groceries" to transactions with a merchant of "Whole Foods" and an amount greater than $60
rule = Rule.create!(
@ -39,11 +38,11 @@ class RuleTest < ActiveSupport::TestCase
effective_date: 1.day.ago.to_date,
conditions: [
Rule::Condition.new(condition_type: "compound", operator: "and", sub_conditions: [
Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Whole Foods"),
Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Amazon"),
Rule::Condition.new(condition_type: "transaction_amount", operator: ">", value: 60)
])
],
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ]
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: @shopping_category.id) ]
)
rule.apply
@ -52,6 +51,6 @@ class RuleTest < ActiveSupport::TestCase
transaction_entry2.reload
assert_nil transaction_entry1.account_transaction.category
assert_equal @groceries_category, transaction_entry2.account_transaction.category
assert_equal @shopping_category, transaction_entry2.account_transaction.category
end
end

View file

@ -63,7 +63,7 @@ class TransactionImportTest < ActiveSupport::TestCase
-> { Tag.count } => 1,
-> { Category.count } => 1,
-> { Account.count } => 1 do
@import.publish
result = @import.publish
end
assert_equal "complete", @import.status