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Code Issues Releases Activity Actions

Simplify rule scope building and action executions

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This commit is contained in:
Zach Gollwitzer 2025-04-02 11:36:38 -04:00
parent 3bc0c18da0
commit d64e1fc575
5 changed files with 81 additions and 73 deletions
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16
test/models/rule_test.rb
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@ -10,15 +10,15 @@ class RuleTest < ActiveSupport::TestCase
@groceries_category = @family.categories.create!(name: "Groceries")
end
test "can apply categories to transactions" do
test "basic rule" do
transaction_entry = create_transaction(date: Date.current, account: @account, merchant: @whole_foods_merchant)
rule = Rule.create!(
family: @family,
resource_type: "transaction",
effective_date: 1.day.ago.to_date,
conditions: [ Rule::Condition.new(condition_type: "match_merchant", operator: "eq", value: "Whole Foods") ],
actions: [ Rule::Action.new(action_type: "set_category", value: "Groceries") ]
conditions: [ Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Whole Foods") ],
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ]
)
rule.apply
@ -28,7 +28,7 @@ class RuleTest < ActiveSupport::TestCase
assert_equal @groceries_category, transaction_entry.account_transaction.category
end
test "can create compound rules" do
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)
@ -38,12 +38,12 @@ class RuleTest < ActiveSupport::TestCase
resource_type: "transaction",
effective_date: 1.day.ago.to_date,
conditions: [
Rule::Condition.new(condition_type: "compound", operator: "and", conditions: [
Rule::Condition.new(condition_type: "match_merchant", operator: "eq", value: "Whole Foods"),
Rule::Condition.new(condition_type: "compare_amount", operator: "gt", value: 60)
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_amount", operator: ">", value: 60)
])
],
actions: [ Rule::Action.new(action_type: "set_category", value: "Groceries") ]
actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ]
)
rule.apply