Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-28 17:49:38 +02:00
Code Issues Releases Activity Actions

Remove manual merchant management (rules will replace)

Browse source
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
Download patch file Download diff file Expand all files Collapse all files

21
test/models/rule_test.rb
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