Files
sure/app/models/rule/registry/transaction_resource.rb
Copilot ba835c74ee Add transaction details and notes filters to rules engine (#439)
* Initial plan

* Add transaction details and notes filters to rules engine

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Refine transaction details filter to use ILIKE for both operators

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Add type methods and fix operator semantics for transaction filters

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Refactor to use parent class sanitize_operator and add clear documentation

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Linter noise

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-11 00:55:55 +01:00

39 lines
1.2 KiB
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),
Rule::ConditionFilter::TransactionCategory.new(rule),
Rule::ConditionFilter::TransactionDetails.new(rule),
Rule::ConditionFilter::TransactionNotes.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::ExcludeTransaction.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