Files
sure/app/models/rule/registry/transaction_resource.rb
Zach Gollwitzer 662f2c04ce Multi-step account forms + clearer balance editing (#2427)
* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00

35 lines
995 B
Ruby

class Rule::Registry::TransactionResource < Rule::Registry
def resource_scope
family.transactions.visible.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