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297a695d0f
* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
61 lines
1.9 KiB
Ruby
61 lines
1.9 KiB
Ruby
require "test_helper"
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class Rule::ActionTest < ActiveSupport::TestCase
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include EntriesTestHelper
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setup do
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@family = families(:dylan_family)
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@transaction_rule = rules(:one)
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@account = @family.accounts.create!(name: "Rule test", balance: 1000, currency: "USD", accountable: Depository.new)
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@grocery_category = @family.categories.create!(name: "Grocery")
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@whole_foods_merchant = @family.merchants.create!(name: "Whole Foods", type: "FamilyMerchant")
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# Some sample transactions to work with
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@txn1 = create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: @whole_foods_merchant).transaction
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@txn2 = create_transaction(date: Date.current, account: @account, amount: -200, name: "Rule test transaction2").transaction
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@txn3 = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 50, name: "Rule test transaction3").transaction
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@rule_scope = @account.transactions
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end
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test "set_transaction_category" do
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# Does not modify transactions that are locked (user edited them)
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@txn1.lock!(:category_id)
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action = Rule::Action.new(
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rule: @transaction_rule,
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action_type: "set_transaction_category",
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value: @grocery_category.id
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)
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action.apply(@rule_scope)
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assert_nil @txn1.reload.category
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[ @txn2, @txn3 ].each do |transaction|
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assert_equal @grocery_category.id, transaction.reload.category_id
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end
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end
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test "set_transaction_tags" do
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tag = @family.tags.create!(name: "Rule test tag")
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# Does not modify transactions that are locked (user edited them)
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@txn1.lock!(:tag_ids)
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action = Rule::Action.new(
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rule: @transaction_rule,
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action_type: "set_transaction_tags",
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value: tag.id
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)
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action.apply(@rule_scope)
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assert_equal [], @txn1.reload.tags
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[ @txn2, @txn3 ].each do |transaction|
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assert_equal [ tag ], transaction.reload.tags
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end
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end
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end
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