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* 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>
39 lines
1.2 KiB
Ruby
39 lines
1.2 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::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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