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* feat(rules): add not-equal, does-not-contain, is-not-empty condition operators Extend transaction rule conditions beyond "equal to" / "is empty": - text: add "does not contain" (not_like), "not equal to" (!=), "is not empty" (is_not_null) - number: add "not equal to" (!=) - select: add "not equal to" (!=), "is not empty" (is_not_null) NULL handling is inclusive so the operators match user intent: - "!=" uses IS DISTINCT FROM, so e.g. "category not equal to X" also matches uncategorized (NULL) transactions - "does not contain" also matches rows where the field is NULL transaction_type keeps its custom operator set, and transaction_details is pinned to the original operators since its JSONB apply only supports contains/equals/empty semantics. The conditions Stimulus controller hides the value field for both valueless operators (is_null and is_not_null). * refactor(rules): address PR review feedback on condition operators - Pass VALUELESS_OPERATORS from Ruby to JS via Stimulus value attribute instead of duplicating the list as a static class property, so there is a single source of truth for which operators suppress the value field - Clarify IS DISTINCT FROM comment to note the NULL-inclusion behaviour is intentional for select-type fields (merchant_id, category_id) and not applicable to number fields where NULL is impossible at the DB level - Add test that exercises the OR IS NULL branch of not_like by using transaction_notes (entries.notes is nullable, unlike entries.name) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * refactor(rules): localize condition operator labels via i18n Moves all Rule::ConditionFilter operator labels (including ones that predate this PR) out of OPERATORS_MAP and into config/locales, so operators() resolves them through t() per request instead of hardcoded English strings. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GvxjdTgH34cPoJenQAqnpN --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
773 lines
22 KiB
Ruby
773 lines
22 KiB
Ruby
require "test_helper"
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class Rule::ConditionTest < ActiveSupport::TestCase
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include EntriesTestHelper
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setup do
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@family = families(:empty)
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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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create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: @whole_foods_merchant)
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create_transaction(date: Date.current, account: @account, amount: -200, name: "Rule test transaction2")
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create_transaction(date: 1.day.ago.to_date, account: @account, amount: 50, name: "Rule test transaction3")
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create_transaction(date: 1.year.ago.to_date, account: @account, amount: 10, name: "Rule test transaction4", merchant: @whole_foods_merchant)
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create_transaction(date: 1.year.ago.to_date, account: @account, amount: 1000, name: "Rule test transaction5")
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@rule_scope = @account.transactions
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end
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test "applies transaction_name condition" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_name",
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operator: "=",
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value: "Rule test transaction1"
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)
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scope = condition.prepare(scope)
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assert_equal 5, scope.count
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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end
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test "applies transaction_amount condition using absolute values" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_amount",
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operator: ">",
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value: "50"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 3, filtered.count
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end
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test "applies transaction_amount not equal operator using absolute values" do
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create_transaction(date: Date.current, account: @account, amount: -100, name: "Rule test transaction negative 100")
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scope = @account.transactions
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_amount",
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operator: "!=",
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value: "100"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# Absolute amounts: 100, -100, 200, 50, 10, 1000 — exclude both ±100
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assert_equal 4, filtered.count
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assert_not filtered.any? { |txn| txn.entry.amount.abs == 100 }
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end
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test "applies transaction_merchant condition" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_merchant",
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operator: "=",
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value: @whole_foods_merchant.id
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 2, filtered.count
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end
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test "applies not equal operator for select condition and includes nulls" do
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scope = @rule_scope
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# Only transaction1 and transaction4 have a merchant (@whole_foods_merchant)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_merchant",
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operator: "!=",
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value: @whole_foods_merchant.id
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# "not equal" includes the 3 transactions with no merchant (NULL) too
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assert_equal 3, filtered.count
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assert filtered.all? { |t| t.merchant_id != @whole_foods_merchant.id }
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end
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test "applies is_not_null operator for select condition" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_merchant",
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operator: "is_not_null",
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value: nil
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 2, filtered.count
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assert filtered.all? { |t| t.merchant_id.present? }
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end
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test "applies not equal operator for number condition" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_amount",
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operator: "!=",
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value: "100"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# transaction1 has absolute amount 100, the other 4 differ
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assert_equal 4, filtered.count
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assert filtered.all? { |t| t.entry.amount.abs != 100 }
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end
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test "applies not_like operator for text condition and includes nulls" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_name",
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operator: "not_like",
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value: "transaction1"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# Excludes only transaction1, keeps the other 4
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assert_equal 4, filtered.count
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assert filtered.none? { |t| t.entry.name.include?("transaction1") }
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end
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test "not_like operator keeps rows with NULL field value (OR IS NULL branch)" do
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# entries.notes is nullable, so we can verify the OR IS NULL guard in not_like
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noted_entry = @account.entries.first
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noted_entry.update!(notes: "business trip")
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_notes",
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operator: "not_like",
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value: "business trip"
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)
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scope = condition.prepare(@rule_scope)
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filtered = condition.apply(scope)
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# The entry with matching notes is excluded; the 4 entries with NULL notes are kept
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assert_equal 4, filtered.count
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assert filtered.none? { |t| t.id == noted_entry.transaction.id }
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end
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test "applies compound and condition" do
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scope = @rule_scope
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parent_condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "compound",
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operator: "and",
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sub_conditions: [
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Rule::Condition.new(
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condition_type: "transaction_merchant",
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operator: "=",
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value: @whole_foods_merchant.id
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),
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Rule::Condition.new(
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condition_type: "transaction_amount",
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operator: "<",
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value: "50"
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)
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]
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)
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scope = parent_condition.prepare(scope)
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filtered = parent_condition.apply(scope)
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assert_equal 1, filtered.count
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end
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test "applies compound or condition" do
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scope = @rule_scope
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parent_condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "compound",
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operator: "or",
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sub_conditions: [
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Rule::Condition.new(
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condition_type: "transaction_merchant",
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operator: "=",
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value: @whole_foods_merchant.id
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),
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Rule::Condition.new(
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condition_type: "transaction_amount",
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operator: "<",
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value: "50"
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)
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]
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)
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scope = parent_condition.prepare(scope)
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filtered = parent_condition.apply(scope)
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assert_equal 2, filtered.count
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end
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test "applies transaction_category condition" do
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scope = @rule_scope
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# Set category for one transaction
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@account.transactions.first.update!(category: @grocery_category)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_category",
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operator: "=",
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value: @grocery_category.id
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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assert_equal @grocery_category.id, filtered.first.category_id
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end
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test "applies is_null condition for transaction_category" do
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scope = @rule_scope
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# Set category for one transaction
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@account.transactions.first.update!(category: @grocery_category)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_category",
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operator: "is_null",
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value: nil
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 4, filtered.count
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assert filtered.all? { |t| t.category_id.nil? }
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end
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test "applies transaction_tag condition" do
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scope = @rule_scope
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tag = @family.tags.create!(name: "Reimbursable")
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tagged = @account.transactions.first
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tagged.tags << tag
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_tag",
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operator: "=",
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value: tag.id
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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assert_equal tagged.id, filtered.first.id
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end
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test "applies is_null condition for transaction_tag" do
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scope = @rule_scope
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tag = @family.tags.create!(name: "Reimbursable")
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@account.transactions.first.tags << tag
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_tag",
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operator: "is_null",
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value: nil
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# The 4 transactions without any tag
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assert_equal 4, filtered.count
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assert filtered.none? { |t| t.tags.include?(tag) }
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end
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test "compound AND of two transaction_tag conditions matches transactions having both tags" do
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scope = @rule_scope
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tag_a = @family.tags.create!(name: "Reimbursable")
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tag_b = @family.tags.create!(name: "Business")
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both = @account.transactions.first
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both.tags << [ tag_a, tag_b ]
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only_a = @account.transactions.second
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only_a.tags << tag_a
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parent_condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "compound",
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operator: "and",
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sub_conditions: [
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Rule::Condition.new(condition_type: "transaction_tag", operator: "=", value: tag_a.id),
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Rule::Condition.new(condition_type: "transaction_tag", operator: "=", value: tag_b.id)
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]
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)
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scope = parent_condition.prepare(scope)
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filtered = parent_condition.apply(scope)
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# Only the transaction carrying BOTH tags matches (a single joined alias could not)
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assert_equal 1, filtered.count
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assert_equal both.id, filtered.first.id
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end
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test "compound OR of transaction_tag conditions does not duplicate multi-tagged transactions" do
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scope = @rule_scope
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tag_a = @family.tags.create!(name: "Reimbursable")
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tag_b = @family.tags.create!(name: "Business")
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multi = @account.transactions.first
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multi.tags << [ tag_a, tag_b ]
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parent_condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "compound",
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operator: "or",
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sub_conditions: [
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Rule::Condition.new(condition_type: "transaction_tag", operator: "=", value: tag_a.id),
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Rule::Condition.new(condition_type: "transaction_tag", operator: "=", value: tag_b.id)
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]
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)
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scope = parent_condition.prepare(scope)
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filtered = parent_condition.apply(scope)
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# Matches both OR branches but must be returned exactly once (no join fan-out)
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assert_equal 1, filtered.count
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assert_equal [ multi.id ], filtered.map(&:id)
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end
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test "applies is_null condition for transaction_merchant" do
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scope = @rule_scope
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_merchant",
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operator: "is_null",
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value: nil
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 3, filtered.count
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assert filtered.all? { |t| t.merchant_id.nil? }
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end
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test "applies transaction_details condition with like operator" do
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scope = @rule_scope
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# Create a transaction with extra details (simulating PayPal with underlying merchant)
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paypal_entry = create_transaction(
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date: Date.current,
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account: @account,
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amount: 75,
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name: "PayPal"
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)
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paypal_entry.transaction.update!(
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extra: {
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"simplefin" => {
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"payee" => "Amazon via PayPal",
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"description" => "Purchase from Amazon",
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"memo" => "Order #12345"
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}
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}
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)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_details",
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operator: "like",
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value: "Amazon"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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assert_equal paypal_entry.transaction.id, filtered.first.id
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end
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test "applies transaction_details condition with equal operator case-sensitive" do
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scope = @rule_scope
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# Create transaction with specific details
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transaction_entry = create_transaction(
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date: Date.current,
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account: @account,
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amount: 100,
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name: "PayPal"
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)
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transaction_entry.transaction.update!(
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extra: {
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"simplefin" => {
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"payee" => "Netflix"
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}
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}
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)
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# Test case-sensitive match (should match)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_details",
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operator: "=",
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value: "Netflix"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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# Test case-sensitive match (should NOT match due to case difference)
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condition_lowercase = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_details",
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operator: "=",
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value: "netflix"
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)
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scope = condition_lowercase.prepare(scope)
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filtered = condition_lowercase.apply(scope)
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assert_equal 0, filtered.count
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end
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test "applies transaction_details condition with is_null operator" do
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scope = @rule_scope
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# Create transaction with extra details
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transaction_with_details = create_transaction(
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date: Date.current,
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account: @account,
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amount: 50,
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name: "Transaction with details"
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)
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transaction_with_details.transaction.update!(
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extra: { "simplefin" => { "payee" => "Test Merchant" } }
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)
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_details",
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operator: "is_null",
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value: nil
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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# Should return all original transactions (which have no extra details) but not the new one
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assert_equal 5, filtered.count
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assert_not filtered.map(&:id).include?(transaction_with_details.transaction.id)
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end
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test "applies transaction_notes condition" do
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scope = @rule_scope
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# Add notes to one transaction
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transaction_entry = @account.entries.first
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transaction_entry.update!(notes: "Important: This is a business expense")
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_notes",
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operator: "like",
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value: "business expense"
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)
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scope = condition.prepare(scope)
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filtered = condition.apply(scope)
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assert_equal 1, filtered.count
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assert_equal transaction_entry.transaction.id, filtered.first.id
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end
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test "applies transaction_notes condition with is_null operator" do
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scope = @rule_scope
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# Add notes to one transaction
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transaction_entry = @account.entries.first
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transaction_entry.update!(notes: "Some notes")
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condition = Rule::Condition.new(
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rule: @transaction_rule,
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condition_type: "transaction_notes",
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operator: "is_null",
|
|
value: nil
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# Should return all transactions without notes
|
|
assert_equal 4, filtered.count
|
|
assert_not filtered.map(&:id).include?(transaction_entry.transaction.id)
|
|
end
|
|
|
|
test "applies transaction_type condition for income" do
|
|
scope = @rule_scope
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "income"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# transaction2 has amount -200 (income)
|
|
assert_equal 1, filtered.count
|
|
assert filtered.all? { |t| t.entry.amount.negative? }
|
|
end
|
|
|
|
test "applies transaction_type condition for expense" do
|
|
scope = @rule_scope
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "expense"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# transaction1, 3, 4, 5 have positive amounts (expenses)
|
|
assert_equal 4, filtered.count
|
|
assert filtered.all? { |t| t.entry.amount.positive? && !t.transfer? }
|
|
end
|
|
|
|
test "applies transaction_type condition for transfer" do
|
|
scope = @rule_scope
|
|
|
|
# Create a transfer transaction
|
|
transfer_entry = create_transaction(
|
|
date: Date.current,
|
|
account: @account,
|
|
amount: 500,
|
|
name: "Transfer to savings"
|
|
)
|
|
transfer_entry.transaction.update!(kind: "funds_movement")
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "transfer"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
assert_equal 1, filtered.count
|
|
assert_equal transfer_entry.transaction.id, filtered.first.id
|
|
assert filtered.first.transfer?
|
|
end
|
|
|
|
test "transaction_type expense excludes transfers" do
|
|
scope = @rule_scope
|
|
|
|
# Create a transfer with positive amount (would look like expense)
|
|
transfer_entry = create_transaction(
|
|
date: Date.current,
|
|
account: @account,
|
|
amount: 500,
|
|
name: "Transfer to savings"
|
|
)
|
|
transfer_entry.transaction.update!(kind: "funds_movement")
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "expense"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# Should NOT include the transfer even though it has positive amount
|
|
assert_not filtered.map(&:id).include?(transfer_entry.transaction.id)
|
|
end
|
|
|
|
test "transaction_type income excludes transfers" do
|
|
scope = @rule_scope
|
|
|
|
# Create a transfer inflow (negative amount)
|
|
transfer_entry = create_transaction(
|
|
date: Date.current,
|
|
account: @account,
|
|
amount: -500,
|
|
name: "Transfer from savings"
|
|
)
|
|
transfer_entry.transaction.update!(kind: "funds_movement")
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "income"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# Should NOT include the transfer even though it has negative amount
|
|
assert_not filtered.map(&:id).include?(transfer_entry.transaction.id)
|
|
end
|
|
|
|
test "transaction_type transfer includes investment_contribution" do
|
|
scope = @rule_scope
|
|
|
|
# Create investment contribution with negative amount (inflow from provider)
|
|
contribution_entry = create_transaction(
|
|
date: Date.current,
|
|
account: @account,
|
|
amount: -1000,
|
|
name: "401k contribution"
|
|
)
|
|
contribution_entry.transaction.update!(kind: "investment_contribution")
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "transfer"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# investment_contribution is a transfer kind
|
|
assert filtered.map(&:id).include?(contribution_entry.transaction.id)
|
|
|
|
# Should NOT match expense filter
|
|
expense_condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "expense"
|
|
)
|
|
|
|
expense_scope = expense_condition.prepare(@rule_scope)
|
|
expense_filtered = expense_condition.apply(expense_scope)
|
|
|
|
assert_not expense_filtered.map(&:id).include?(contribution_entry.transaction.id)
|
|
end
|
|
|
|
test "SUPPORTED_CONDITION_TYPES comes from the registry's filter keys" do
|
|
expected = (Rule::Registry::TransactionResource.condition_filter_keys + [ "compound" ]).sort
|
|
|
|
assert_equal expected, Rule::Condition::SUPPORTED_CONDITION_TYPES.sort
|
|
end
|
|
|
|
test "validates condition_type against supported registry" do
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "definitely_not_a_real_type",
|
|
operator: "like",
|
|
value: "x"
|
|
)
|
|
|
|
assert_not condition.valid?
|
|
assert_includes condition.errors[:condition_type], "is not included in the list"
|
|
end
|
|
|
|
test "normalizes legacy 'name' condition_type to 'transaction_name' on save" do
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "name",
|
|
operator: "like",
|
|
value: "starbucks"
|
|
)
|
|
|
|
assert condition.valid?, condition.errors.full_messages.to_sentence
|
|
assert_equal "transaction_name", condition.condition_type
|
|
end
|
|
|
|
test "filter falls back gracefully when persisted condition_type is unsupported" do
|
|
# Bypass validations to simulate legacy rows that already exist in the database.
|
|
condition = Rule::Condition.new(
|
|
condition_type: "transaction_name",
|
|
operator: "like",
|
|
value: "x"
|
|
)
|
|
condition.rule = @transaction_rule
|
|
condition.save!
|
|
condition.update_columns(condition_type: "name")
|
|
condition.reload
|
|
|
|
assert_nothing_raised do
|
|
assert_equal "Unsupported (name)", condition.filter.label
|
|
assert_equal "name", condition.filter.key
|
|
end
|
|
end
|
|
|
|
test "transaction_type income excludes investment_contribution" do
|
|
scope = @rule_scope
|
|
|
|
# Create investment contribution with negative amount
|
|
contribution_entry = create_transaction(
|
|
date: Date.current,
|
|
account: @account,
|
|
amount: -1000,
|
|
name: "401k contribution"
|
|
)
|
|
contribution_entry.transaction.update!(kind: "investment_contribution")
|
|
|
|
condition = Rule::Condition.new(
|
|
rule: @transaction_rule,
|
|
condition_type: "transaction_type",
|
|
operator: "=",
|
|
value: "income"
|
|
)
|
|
|
|
scope = condition.prepare(scope)
|
|
filtered = condition.apply(scope)
|
|
|
|
# Should NOT include investment_contribution even with negative amount
|
|
assert_not filtered.map(&:id).include?(contribution_entry.transaction.id)
|
|
end
|
|
end
|