mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-04-26 18:48:42 +02:00
feat(rules): add Update or Create Transaction action
This commit is contained in:
Herculino Trotta
@@ -1,4 +1,6 @@
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import decimal
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import logging
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from datetime import datetime, date
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from cachalot.api import cachalot_disabled
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from dateutil.relativedelta import relativedelta
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@@ -6,7 +8,10 @@ from procrastinate.contrib.django import app
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from simpleeval import EvalWithCompoundTypes
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from apps.accounts.models import Account
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from apps.rules.models import TransactionRule, TransactionRuleAction
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from apps.rules.models import (
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TransactionRule,
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TransactionRuleAction,
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)
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from apps.transactions.models import (
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Transaction,
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TransactionCategory,
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@@ -14,7 +19,6 @@ from apps.transactions.models import (
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TransactionEntity,
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)
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logger = logging.getLogger(__name__)
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@@ -25,137 +29,332 @@ def check_for_transaction_rules(
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):
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try:
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with cachalot_disabled():
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instance = Transaction.objects.get(id=instance_id)
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context = {
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"account_name": instance.account.name,
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"account_id": instance.account.id,
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"account_group_name": (
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instance.account.group.name if instance.account.group else None
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),
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"account_group_id": (
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instance.account.group.id if instance.account.group else None
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),
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"is_asset_account": instance.account.is_asset,
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"is_archived_account": instance.account.is_archived,
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"category_name": instance.category.name if instance.category else None,
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"category_id": instance.category.id if instance.category else None,
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"tag_names": [x.name for x in instance.tags.all()],
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"tag_ids": [x.id for x in instance.tags.all()],
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"entities_names": [x.name for x in instance.entities.all()],
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"entities_ids": [x.id for x in instance.entities.all()],
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"is_expense": instance.type == Transaction.Type.EXPENSE,
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"is_income": instance.type == Transaction.Type.INCOME,
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"is_paid": instance.is_paid,
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"description": instance.description,
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"amount": instance.amount,
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"notes": instance.notes,
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"date": instance.date,
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"reference_date": instance.reference_date,
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functions = {
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"relativedelta": relativedelta,
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"str": str,
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"int": int,
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"float": float,
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"decimal": decimal.Decimal,
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"datetime": datetime,
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"date": date,
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}
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functions = {"relativedelta": relativedelta}
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simple = EvalWithCompoundTypes(names=context, functions=functions)
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simple = EvalWithCompoundTypes(
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names=_get_names(instance), functions=functions
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)
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if signal == "transaction_created":
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rules = TransactionRule.objects.filter(active=True, on_create=True)
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rules = TransactionRule.objects.filter(
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active=True, on_create=True
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).order_by("id")
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elif signal == "transaction_updated":
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rules = TransactionRule.objects.filter(active=True, on_update=True)
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rules = TransactionRule.objects.filter(
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active=True, on_update=True
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).order_by("id")
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else:
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rules = TransactionRule.objects.filter(active=True)
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rules = TransactionRule.objects.filter(active=True).order_by("id")
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for rule in rules:
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if simple.eval(rule.trigger):
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for action in rule.transaction_actions.all():
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if action.field in [
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TransactionRuleAction.Field.type,
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TransactionRuleAction.Field.is_paid,
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TransactionRuleAction.Field.date,
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TransactionRuleAction.Field.reference_date,
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TransactionRuleAction.Field.amount,
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TransactionRuleAction.Field.description,
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TransactionRuleAction.Field.notes,
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]:
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setattr(
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instance,
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action.field,
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simple.eval(action.value),
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try:
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instance = _process_edit_transaction_action(
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instance=instance, action=action, simple_eval=simple
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)
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except Exception as e:
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logger.error(
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f"Error processing edit transaction action {action.id}",
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exc_info=True,
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)
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# else:
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# simple.names.update(_get_names(instance))
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# instance.save()
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simple.names.update(_get_names(instance))
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instance.save()
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for action in rule.update_or_create_transaction_actions.all():
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try:
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_process_update_or_create_transaction_action(
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action=action, simple_eval=simple
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)
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except Exception as e:
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logger.error(
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f"Error processing update or create transaction action {action.id}",
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exc_info=True,
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)
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elif action.field == TransactionRuleAction.Field.account:
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value = simple.eval(action.value)
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if isinstance(value, int):
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account = Account.objects.get(id=value)
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instance.account = account
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elif isinstance(value, str):
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account = Account.objects.filter(name=value).first()
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instance.account = account
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elif action.field == TransactionRuleAction.Field.category:
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value = simple.eval(action.value)
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if isinstance(value, int):
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category = TransactionCategory.objects.get(id=value)
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instance.category = category
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elif isinstance(value, str):
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category = TransactionCategory.objects.get(name=value)
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instance.category = category
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elif action.field == TransactionRuleAction.Field.tags:
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value = simple.eval(action.value)
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if isinstance(value, list):
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# Clear existing tags
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instance.tags.clear()
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for tag_value in value:
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if isinstance(tag_value, int):
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tag = TransactionTag.objects.get(id=tag_value)
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instance.tags.add(tag)
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elif isinstance(tag_value, str):
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tag = TransactionTag.objects.get(name=tag_value)
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instance.tags.add(tag)
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elif isinstance(value, (int, str)):
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# If a single value is provided, treat it as a single tag
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instance.tags.clear()
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if isinstance(value, int):
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tag = TransactionTag.objects.get(id=value)
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else:
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tag = TransactionTag.objects.get(name=value)
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instance.tags.add(tag)
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elif action.field == TransactionRuleAction.Field.entities:
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value = simple.eval(action.value)
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if isinstance(value, list):
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# Clear existing entities
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instance.entities.clear()
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for entity_value in value:
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if isinstance(entity_value, int):
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entity = TransactionEntity.objects.get(
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id=entity_value
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)
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instance.entities.add(entity)
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elif isinstance(entity_value, str):
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entity = TransactionEntity.objects.get(
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name=entity_value
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)
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instance.entities.add(entity)
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elif isinstance(value, (int, str)):
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# If a single value is provided, treat it as a single entity
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instance.entities.clear()
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if isinstance(value, int):
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entity = TransactionEntity.objects.get(id=value)
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else:
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entity = TransactionEntity.objects.get(name=value)
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instance.entities.add(entity)
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instance.save()
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except Exception as e:
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logger.error(
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"Error while executing 'check_for_transaction_rules' task",
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exc_info=True,
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)
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raise e
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def _get_names(instance):
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return {
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"id": instance.id,
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"account_name": instance.account.name,
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"account_id": instance.account.id,
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"account_group_name": (
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instance.account.group.name if instance.account.group else None
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),
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"account_group_id": (
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instance.account.group.id if instance.account.group else None
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),
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"is_asset_account": instance.account.is_asset,
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"is_archived_account": instance.account.is_archived,
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"category_name": instance.category.name if instance.category else None,
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"category_id": instance.category.id if instance.category else None,
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"tag_names": [x.name for x in instance.tags.all()],
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"tag_ids": [x.id for x in instance.tags.all()],
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"entities_names": [x.name for x in instance.entities.all()],
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"entities_ids": [x.id for x in instance.entities.all()],
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"is_expense": instance.type == Transaction.Type.EXPENSE,
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"is_income": instance.type == Transaction.Type.INCOME,
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"is_paid": instance.is_paid,
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"description": instance.description,
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"amount": instance.amount,
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"notes": instance.notes,
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"date": instance.date,
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"reference_date": instance.reference_date,
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"internal_note": instance.internal_note,
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"internal_id": instance.internal_id,
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}
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def _process_update_or_create_transaction_action(action, simple_eval):
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"""Helper to process a single linked transaction action"""
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# Build search query using the helper method
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search_query = action.build_search_query(simple_eval)
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# Find latest matching transaction or create new
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if search_query:
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transaction = (
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Transaction.objects.filter(search_query).order_by("-date", "-id").first()
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)
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else:
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transaction = None
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if not transaction:
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transaction = Transaction()
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simple_eval.names.update(
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{
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"my_account_name": (transaction.account.name if transaction.id else None),
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"my_account_id": transaction.account.id if transaction.id else None,
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"my_account_group_name": (
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transaction.account.group.name
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if transaction.id and transaction.account.group
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else None
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),
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"my_account_group_id": (
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transaction.account.group.id
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if transaction.id and transaction.account.group
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else None
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),
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"my_is_asset_account": (
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transaction.account.is_asset if transaction.id else None
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),
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"my_is_archived_account": (
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transaction.account.is_archived if transaction.id else None
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),
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"my_category_name": (
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transaction.category.name if transaction.category else None
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),
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"my_category_id": transaction.category.id if transaction.category else None,
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"my_tag_names": (
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[x.name for x in transaction.tags.all()] if transaction.id else []
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),
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"my_tag_ids": (
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[x.id for x in transaction.tags.all()] if transaction.id else []
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),
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"my_entities_names": (
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[x.name for x in transaction.entities.all()] if transaction.id else []
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),
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"my_entities_ids": (
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[x.id for x in transaction.entities.all()] if transaction.id else []
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),
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"my_is_expense": transaction.type == Transaction.Type.EXPENSE,
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"my_is_income": transaction.type == Transaction.Type.INCOME,
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"my_is_paid": transaction.is_paid,
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"my_description": transaction.description,
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"my_amount": transaction.amount or 0,
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"my_notes": transaction.notes,
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"my_date": transaction.date,
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"my_reference_date": transaction.reference_date,
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"my_internal_note": transaction.internal_note,
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"my_internal_id": transaction.reference_date,
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}
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)
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if action.filter:
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value = simple_eval.eval(action.filter)
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if not value:
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return # Short-circuit execution if filter evaluates to false
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# Set fields if provided
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if action.set_account:
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value = simple_eval.eval(action.set_account)
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if isinstance(value, int):
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transaction.account = Account.objects.get(id=value)
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else:
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transaction.account = Account.objects.get(name=value)
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if action.set_type:
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transaction.type = simple_eval.eval(action.set_type)
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if action.set_is_paid:
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transaction.is_paid = simple_eval.eval(action.set_is_paid)
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if action.set_date:
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transaction.date = simple_eval.eval(action.set_date)
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if action.set_reference_date:
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transaction.reference_date = simple_eval.eval(action.set_reference_date)
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if action.set_amount:
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transaction.amount = simple_eval.eval(action.set_amount)
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if action.set_description:
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transaction.description = simple_eval.eval(action.set_description)
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if action.set_internal_note:
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transaction.internal_note = simple_eval.eval(action.set_internal_note)
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if action.set_internal_id:
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transaction.internal_id = simple_eval.eval(action.set_internal_id)
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if action.set_notes:
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transaction.notes = simple_eval.eval(action.set_notes)
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if action.set_category:
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value = simple_eval.eval(action.set_category)
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if isinstance(value, int):
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transaction.category = TransactionCategory.objects.get(id=value)
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else:
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transaction.category = TransactionCategory.objects.get(name=value)
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transaction.save()
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# Handle M2M fields after save
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if action.set_tags:
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tags_value = simple_eval.eval(action.set_tags)
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transaction.tags.clear()
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if isinstance(tags_value, (list, tuple)):
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for tag in tags_value:
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if isinstance(tag, int):
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transaction.tags.add(TransactionTag.objects.get(id=tag))
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else:
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transaction.tags.add(TransactionTag.objects.get(name=tag))
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elif isinstance(tags_value, (int, str)):
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if isinstance(tags_value, int):
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transaction.tags.add(TransactionTag.objects.get(id=tags_value))
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else:
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transaction.tags.add(TransactionTag.objects.get(name=tags_value))
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if action.set_entities:
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entities_value = simple_eval.eval(action.set_entities)
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transaction.entities.clear()
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if isinstance(entities_value, (list, tuple)):
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for entity in entities_value:
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if isinstance(entity, int):
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transaction.entities.add(TransactionEntity.objects.get(id=entity))
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else:
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transaction.entities.add(TransactionEntity.objects.get(name=entity))
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elif isinstance(entities_value, (int, str)):
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if isinstance(entities_value, int):
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transaction.entities.add(
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TransactionEntity.objects.get(id=entities_value)
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)
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else:
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transaction.entities.add(
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TransactionEntity.objects.get(name=entities_value)
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)
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def _process_edit_transaction_action(instance, action, simple_eval) -> Transaction:
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if action.field in [
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TransactionRuleAction.Field.type,
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TransactionRuleAction.Field.is_paid,
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TransactionRuleAction.Field.date,
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TransactionRuleAction.Field.reference_date,
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TransactionRuleAction.Field.amount,
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TransactionRuleAction.Field.description,
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TransactionRuleAction.Field.notes,
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]:
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setattr(
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instance,
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action.field,
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simple_eval.eval(action.value),
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)
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elif action.field == TransactionRuleAction.Field.account:
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value = simple_eval.eval(action.value)
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if isinstance(value, int):
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account = Account.objects.get(id=value)
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instance.account = account
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elif isinstance(value, str):
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account = Account.objects.filter(name=value).first()
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instance.account = account
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elif action.field == TransactionRuleAction.Field.category:
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value = simple_eval.eval(action.value)
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if isinstance(value, int):
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category = TransactionCategory.objects.get(id=value)
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instance.category = category
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elif isinstance(value, str):
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category = TransactionCategory.objects.get(name=value)
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instance.category = category
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elif action.field == TransactionRuleAction.Field.tags:
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value = simple_eval.eval(action.value)
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if isinstance(value, list):
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# Clear existing tags
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instance.tags.clear()
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for tag_value in value:
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if isinstance(tag_value, int):
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tag = TransactionTag.objects.get(id=tag_value)
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instance.tags.add(tag)
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elif isinstance(tag_value, str):
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tag = TransactionTag.objects.get(name=tag_value)
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instance.tags.add(tag)
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elif isinstance(value, (int, str)):
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# If a single value is provided, treat it as a single tag
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instance.tags.clear()
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if isinstance(value, int):
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tag = TransactionTag.objects.get(id=value)
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else:
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tag = TransactionTag.objects.get(name=value)
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instance.tags.add(tag)
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elif action.field == TransactionRuleAction.Field.entities:
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value = simple_eval.eval(action.value)
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if isinstance(value, list):
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# Clear existing entities
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instance.entities.clear()
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for entity_value in value:
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if isinstance(entity_value, int):
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entity = TransactionEntity.objects.get(id=entity_value)
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instance.entities.add(entity)
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elif isinstance(entity_value, str):
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entity = TransactionEntity.objects.get(name=entity_value)
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instance.entities.add(entity)
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elif isinstance(value, (int, str)):
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# If a single value is provided, treat it as a single entity
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instance.entities.clear()
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if isinstance(value, int):
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entity = TransactionEntity.objects.get(id=value)
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else:
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entity = TransactionEntity.objects.get(name=value)
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instance.entities.add(entity)
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return instance
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