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297a695d0f
* Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
129 lines
3.6 KiB
Ruby
129 lines
3.6 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_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 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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end
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