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cfda5a6d3d
- Deleted the `InvestmentActivityDetector` and associated tests. - Removed rake tasks for backfilling and clearing investment activity labels. - Simplified transaction processing in `SimplefinEntry::Processor` by removing inferred activity label logic. - Added new rule `SetInvestmentActivityLabel` for setting labels using rules. - Updated `Rule::Registry::TransactionResource` to include the new rule executor.
40 lines
1.3 KiB
Ruby
40 lines
1.3 KiB
Ruby
class Rule::Registry::TransactionResource < Rule::Registry
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def resource_scope
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family.transactions.visible.with_entry.where(entry: { date: rule.effective_date.. })
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end
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def condition_filters
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[
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Rule::ConditionFilter::TransactionName.new(rule),
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Rule::ConditionFilter::TransactionAmount.new(rule),
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Rule::ConditionFilter::TransactionMerchant.new(rule),
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Rule::ConditionFilter::TransactionCategory.new(rule),
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Rule::ConditionFilter::TransactionDetails.new(rule),
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Rule::ConditionFilter::TransactionNotes.new(rule)
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]
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end
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def action_executors
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enabled_executors = [
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Rule::ActionExecutor::SetTransactionCategory.new(rule),
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Rule::ActionExecutor::SetTransactionTags.new(rule),
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Rule::ActionExecutor::SetTransactionMerchant.new(rule),
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Rule::ActionExecutor::SetTransactionName.new(rule),
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Rule::ActionExecutor::SetInvestmentActivityLabel.new(rule),
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Rule::ActionExecutor::ExcludeTransaction.new(rule)
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]
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if ai_enabled?
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enabled_executors << Rule::ActionExecutor::AutoCategorize.new(rule)
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enabled_executors << Rule::ActionExecutor::AutoDetectMerchants.new(rule)
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end
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enabled_executors
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end
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private
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def ai_enabled?
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Provider::Registry.get_provider(:openai).present?
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end
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end
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