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Maybe/app/models/rule/registry/transaction_resource.rb
Alex Hatzenbuhler 60c3a04a48
Add rule option to change transaction name (#2175)
* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00

34 lines
994 B
Ruby

class Rule::Registry::TransactionResource < Rule::Registry
def resource_scope
family.transactions.active.with_entry.where(entry: { date: rule.effective_date.. })
end
def condition_filters
[
Rule::ConditionFilter::TransactionName.new(rule),
Rule::ConditionFilter::TransactionAmount.new(rule),
Rule::ConditionFilter::TransactionMerchant.new(rule)
]
end
def action_executors
enabled_executors = [
Rule::ActionExecutor::SetTransactionCategory.new(rule),
Rule::ActionExecutor::SetTransactionTags.new(rule),
Rule::ActionExecutor::SetTransactionMerchant.new(rule),
Rule::ActionExecutor::SetTransactionName.new(rule)
]
if ai_enabled?
enabled_executors << Rule::ActionExecutor::AutoCategorize.new(rule)
enabled_executors << Rule::ActionExecutor::AutoDetectMerchants.new(rule)
end
enabled_executors
end
private
def ai_enabled?
Provider::Registry.get_provider(:openai).present?
end
end