feat: add Transaction Entity

app/apps/rules/migrations/0004_alter_transactionruleaction_field.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.3 on 2024-11-30 20:10
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0003_alter_transactionruleaction_unique_together'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transactionruleaction',
+            name='field',
+            field=models.CharField(choices=[('account', 'Account'), ('type', 'Type'), ('is_paid', 'Paid'), ('date', 'Date'), ('reference_date', 'Reference Date'), ('amount', 'Amount'), ('description', 'Description'), ('notes', 'Notes'), ('category', 'Category'), ('tags', 'Tags'), ('entities', 'Entities')], max_length=50, verbose_name='Field'),
+        ),
+    ]

app/apps/rules/models.py

@@ -26,6 +26,7 @@ class TransactionRuleAction(models.Model):
         notes = "notes", _("Notes")
         category = "category", _("Category")
         tags = "tags", _("Tags")
+        entities = "entities", _("Entities")
 
     rule = models.ForeignKey(
         TransactionRule,

app/apps/rules/tasks.py

@@ -5,7 +5,12 @@ from simpleeval import EvalWithCompoundTypes
 
 from apps.accounts.models import Account
 from apps.rules.models import TransactionRule, TransactionRuleAction
-from apps.transactions.models import Transaction, TransactionCategory, TransactionTag
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    TransactionEntity,
+)
 
 
 @app.task
@@ -32,6 +37,8 @@ def check_for_transaction_rules(
             "category_id": instance.category.id if instance.category else None,
             "tag_names": [x.name for x in instance.tags.all()],
             "tag_ids": [x.id for x in instance.tags.all()],
+            "entities_names": [x.name for x in instance.entities.all()],
+            "entities_ids": [x.id for x in instance.entities.all()],
             "is_expense": instance.type == Transaction.Type.EXPENSE,
             "is_income": instance.type == Transaction.Type.INCOME,
             "is_paid": instance.is_paid,
@@ -112,4 +119,31 @@ def check_for_transaction_rules(
 
                             instance.tags.add(tag)
 
+                    elif action.field == TransactionRuleAction.Field.entities:
+                        value = simple.eval(action.value)
+                        if isinstance(value, list):
+                            # Clear existing entities
+                            instance.entities.clear()
+                            for entity_value in value:
+                                if isinstance(entity_value, int):
+                                    entity = TransactionEntity.objects.get(
+                                        id=entity_value
+                                    )
+                                    instance.entities.add(entity)
+                                elif isinstance(entity_value, str):
+                                    entity = TransactionEntity.objects.get(
+                                        name=entity_value
+                                    )
+                                    instance.entities.add(entity)
+
+                        elif isinstance(value, (int, str)):
+                            # If a single value is provided, treat it as a single entity
+                            instance.entities.clear()
+                            if isinstance(value, int):
+                                entity = TransactionEntity.objects.get(id=value)
+                            else:
+                                entity = TransactionEntity.objects.get(name=value)
+
+                            instance.entities.add(entity)
+
         instance.save()