feat(rules): add Update or Create Transaction action

app/apps/rules/migrations/0006_updateorcreatetransactionruleaction.py

@@ -0,0 +1,60 @@
+# Generated by Django 5.1.5 on 2025-02-08 03:16
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0005_alter_transactionruleaction_rule'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='UpdateOrCreateTransactionRuleAction',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('search_account', models.TextField(blank=True, help_text='Expression to match transaction account (ID or name)', verbose_name='Search Account')),
+                ('search_account_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Account Operator')),
+                ('search_type', models.TextField(blank=True, help_text="Expression to match transaction type ('IN' or 'EX')", verbose_name='Search Type')),
+                ('search_type_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Type Operator')),
+                ('search_is_paid', models.TextField(blank=True, help_text='Expression to match transaction paid status', verbose_name='Search Is Paid')),
+                ('search_is_paid_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Is Paid Operator')),
+                ('search_date', models.TextField(blank=True, help_text='Expression to match transaction date', verbose_name='Search Date')),
+                ('search_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Date Operator')),
+                ('search_reference_date', models.TextField(blank=True, help_text='Expression to match transaction reference date', verbose_name='Search Reference Date')),
+                ('search_reference_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Reference Date Operator')),
+                ('search_amount', models.TextField(blank=True, help_text='Expression to match transaction amount', verbose_name='Search Amount')),
+                ('search_amount_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Amount Operator')),
+                ('search_description', models.TextField(blank=True, help_text='Expression to match transaction description', verbose_name='Search Description')),
+                ('search_description_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Description Operator')),
+                ('search_notes', models.TextField(blank=True, help_text='Expression to match transaction notes', verbose_name='Search Notes')),
+                ('search_notes_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Notes Operator')),
+                ('search_category', models.TextField(blank=True, help_text='Expression to match transaction category (ID or name)', verbose_name='Search Category')),
+                ('search_category_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Category Operator')),
+                ('search_internal_note', models.TextField(blank=True, help_text='Expression to match transaction internal note', verbose_name='Search Internal Note')),
+                ('search_internal_note_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal Note Operator')),
+                ('search_internal_id', models.TextField(blank=True, help_text='Expression to match transaction internal ID', verbose_name='Search Internal ID')),
+                ('search_internal_id_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal ID Operator')),
+                ('set_account', models.TextField(blank=True, help_text='Expression for account to set (ID or name)', verbose_name='Set Account')),
+                ('set_type', models.TextField(blank=True, help_text="Expression for type to set ('IN' or 'EX')", verbose_name='Set Type')),
+                ('set_is_paid', models.TextField(blank=True, help_text='Expression for paid status to set', verbose_name='Set Is Paid')),
+                ('set_date', models.TextField(blank=True, help_text='Expression for date to set', verbose_name='Set Date')),
+                ('set_reference_date', models.TextField(blank=True, help_text='Expression for reference date to set', verbose_name='Set Reference Date')),
+                ('set_amount', models.TextField(blank=True, help_text='Expression for amount to set', verbose_name='Set Amount')),
+                ('set_description', models.TextField(blank=True, help_text='Expression for description to set', verbose_name='Set Description')),
+                ('set_notes', models.TextField(blank=True, help_text='Expression for notes to set', verbose_name='Set Notes')),
+                ('set_internal_note', models.TextField(blank=True, help_text='Expression for internal note to set', verbose_name='Set Internal Note')),
+                ('set_internal_id', models.TextField(blank=True, help_text='Expression for internal ID to set', verbose_name='Set Internal ID')),
+                ('set_category', models.TextField(blank=True, help_text='Expression for category to set (ID or name)', verbose_name='Set Category')),
+                ('set_tags', models.TextField(blank=True, help_text='Expression for tags to set (list of IDs or names)', verbose_name='Set Tags')),
+                ('set_entities', models.TextField(blank=True, help_text='Expression for entities to set (list of IDs or names)', verbose_name='Set Entities')),
+                ('rule', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='update_or_create_transaction_actions', to='rules.transactionrule', verbose_name='Rule')),
+            ],
+            options={
+                'verbose_name': 'pdate or Create Transaction Action',
+                'verbose_name_plural': 'pdate or Create Transaction Action Actions',
+            },
+        ),
+    ]

app/apps/rules/migrations/0007_alter_updateorcreatetransactionruleaction_options_and_more.py

@@ -0,0 +1,22 @@
+# Generated by Django 5.1.5 on 2025-02-08 04:27
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0006_updateorcreatetransactionruleaction'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='updateorcreatetransactionruleaction',
+            options={'verbose_name': 'Update or Create Transaction Action', 'verbose_name_plural': 'Update or Create Transaction Action Actions'},
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='filter',
+            field=models.TextField(blank=True, help_text='Generic expression to enable or disable execution. Should evaluate to True or False', verbose_name='Filter'),
+        ),
+    ]

app/apps/rules/migrations/0008_updateorcreatetransactionruleaction_search_entities_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.1.5 on 2025-02-08 06:13
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0007_alter_updateorcreatetransactionruleaction_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_entities',
+            field=models.TextField(blank=True, help_text='Expression to match transaction entities (list of IDs or names)', verbose_name='Search Entities'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_entities_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Entities Operator'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_tags',
+            field=models.TextField(blank=True, help_text='Expression to match transaction tags (list of IDs or names)', verbose_name='Search Tags'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_tags_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Tags Operator'),
+        ),
+    ]

app/apps/rules/migrations/0009_alter_transactionrule_options_and_more.py

@@ -0,0 +1,25 @@
+# Generated by Django 5.1.5 on 2025-02-08 06:40
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0008_updateorcreatetransactionruleaction_search_entities_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='transactionrule',
+            options={'verbose_name': 'Transaction rule', 'verbose_name_plural': 'Transaction rules'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactionruleaction',
+            options={'verbose_name': 'Edit transaction action', 'verbose_name_plural': 'Edit transaction actions'},
+        ),
+        migrations.AlterModelOptions(
+            name='updateorcreatetransactionruleaction',
+            options={'verbose_name': 'Update or create transaction action', 'verbose_name_plural': 'Update or create transaction actions'},
+        ),
+    ]