Files
sure/app/models/rule/registry/transaction_resource.rb
soky srm ae5b23fe67 Initial split transaction support (#1230)
* Initial split transaction support

* Add support to unsplit and edit split

* Update show.html.erb

* FIX address reviews

* Improve UX

* Update show.html.erb

* Reviews

* Update edit.html.erb

* Add parent category to dialog

* Update en.yml

* Add UI indication to totals

* FIX ui update

* Add category select like rest of app

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-03-20 21:19:30 +01:00

43 lines
1.5 KiB
Ruby

class Rule::Registry::TransactionResource < Rule::Registry
def resource_scope
family.transactions.visible.with_entry.merge(Entry.excluding_split_parents).where(entry: { date: rule.effective_date.. })
end
def condition_filters
[
Rule::ConditionFilter::TransactionName.new(rule),
Rule::ConditionFilter::TransactionAmount.new(rule),
Rule::ConditionFilter::TransactionType.new(rule),
Rule::ConditionFilter::TransactionMerchant.new(rule),
Rule::ConditionFilter::TransactionCategory.new(rule),
Rule::ConditionFilter::TransactionDetails.new(rule),
Rule::ConditionFilter::TransactionNotes.new(rule),
Rule::ConditionFilter::TransactionAccount.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),
Rule::ActionExecutor::SetInvestmentActivityLabel.new(rule),
Rule::ActionExecutor::ExcludeTransaction.new(rule),
Rule::ActionExecutor::SetAsTransferOrPayment.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