require "test_helper" class RuleTest < ActiveSupport::TestCase include Account::EntriesTestHelper 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") end 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: "transaction_merchant", operator: "=", value: "Whole Foods") ], actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ] ) rule.apply transaction_entry.reload assert_equal @groceries_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) # Assign "Groceries" to transactions with a merchant of "Whole Foods" and an amount greater than $60 rule = Rule.create!( family: @family, resource_type: "transaction", 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_amount", operator: ">", value: 60) ]) ], actions: [ Rule::Action.new(action_type: "set_transaction_category", value: "Groceries") ] ) rule.apply transaction_entry1.reload transaction_entry2.reload assert_nil transaction_entry1.account_transaction.category assert_equal @groceries_category, transaction_entry2.account_transaction.category end end