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feat: Allow to create rules to mark transactions as transfers or payments (#920)

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* feat: Allow to create rules to define transfer or payments

* fix: lint issues

* Update app/models/rule/action_executor/set_as_transfer_or_payment.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* fix: indentation issue

* fix: add explicit return

* fix: add guard on target_account

* fix: use local variable for transfer and revert explicit return as it doesn't work

* fix: Adjust transaction naming

---------

Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
This commit is contained in:
Alessio Cappa
2026-02-06 21:17:04 +01:00
committed by GitHub
parent b88734fb5e
commit 7d0fe057d3
2 changed files with 50 additions and 1 deletions
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3
app/models/rule/registry/transaction_resource.rb
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@@ -22,7 +22,8 @@ class Rule::Registry::TransactionResource < Rule::Registry
Rule::ActionExecutor::SetTransactionMerchant.new(rule),
Rule::ActionExecutor::SetTransactionName.new(rule),
Rule::ActionExecutor::SetInvestmentActivityLabel.new(rule),
Rule::ActionExecutor::ExcludeTransaction.new(rule)
Rule::ActionExecutor::ExcludeTransaction.new(rule),
Rule::ActionExecutor::SetAsTransferOrPayment.new(rule)
]
if ai_enabled?