feat(rules): trigger transaction rules on delete

This commit is contained in:
Herculino Trotta
2025-03-09 01:54:03 -03:00
parent 17697dc565
commit f6f06f4d65
6 changed files with 217 additions and 69 deletions
+123 -64
View File
@@ -1,6 +1,8 @@
import decimal
import logging
from datetime import datetime, date
from decimal import Decimal
from typing import Any
from cachalot.api import cachalot_disabled
from dateutil.relativedelta import relativedelta
@@ -26,16 +28,27 @@ logger = logging.getLogger(__name__)
@app.task(name="check_for_transaction_rules")
def check_for_transaction_rules(
instance_id: int,
user_id: int,
signal,
instance_id=None,
transaction_data=None,
user_id=None,
signal=None,
is_hard_deleted=False,
):
user = get_user_model().objects.get(id=user_id)
write_current_user(user)
try:
with cachalot_disabled():
instance = Transaction.objects.get(id=instance_id)
# For deleted transactions
if signal == "transaction_deleted" and transaction_data:
# Create a transaction-like object from the serialized data
if is_hard_deleted:
instance = transaction_data
else:
instance = Transaction.deleted_objects.get(id=instance_id)
else:
# Regular transaction processing for creates and updates
instance = Transaction.objects.get(id=instance_id)
functions = {
"relativedelta": relativedelta,
@@ -47,10 +60,11 @@ def check_for_transaction_rules(
"date": date,
}
simple = EvalWithCompoundTypes(
names=_get_names(instance), functions=functions
)
names = _get_names(instance)
simple = EvalWithCompoundTypes(names=names, functions=functions)
# Select rules based on the signal type
if signal == "transaction_created":
rules = TransactionRule.objects.filter(
active=True, on_create=True
@@ -59,39 +73,56 @@ def check_for_transaction_rules(
rules = TransactionRule.objects.filter(
active=True, on_update=True
).order_by("id")
elif signal == "transaction_deleted":
rules = TransactionRule.objects.filter(
active=True, on_delete=True
).order_by("id")
else:
rules = TransactionRule.objects.filter(active=True).order_by("id")
# Process the rules as before
for rule in rules:
if simple.eval(rule.trigger):
for action in rule.transaction_actions.all():
try:
instance = _process_edit_transaction_action(
instance=instance, action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing edit transaction action {action.id}",
exc_info=True,
)
# else:
# simple.names.update(_get_names(instance))
# instance.save()
# For deleted transactions, we might want to limit what actions can be performed
if signal == "transaction_deleted":
# Process only create/update actions, not edit actions
for action in rule.update_or_create_transaction_actions.all():
try:
_process_update_or_create_transaction_action(
action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing update or create transaction action {action.id} on deletion",
exc_info=True,
)
else:
# Normal processing for non-deleted transactions
for action in rule.transaction_actions.all():
try:
instance = _process_edit_transaction_action(
instance=instance, action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing edit transaction action {action.id}",
exc_info=True,
)
simple.names.update(_get_names(instance))
instance.save()
for action in rule.update_or_create_transaction_actions.all():
try:
_process_update_or_create_transaction_action(
action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing update or create transaction action {action.id}",
exc_info=True,
)
simple.names.update(_get_names(instance))
if signal != "transaction_deleted":
instance.save()
for action in rule.update_or_create_transaction_actions.all():
try:
_process_update_or_create_transaction_action(
action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing update or create transaction action {action.id}",
exc_info=True,
)
except Exception as e:
logger.error(
"Error while executing 'check_for_transaction_rules' task",
@@ -99,40 +130,68 @@ def check_for_transaction_rules(
)
delete_current_user()
raise e
delete_current_user()
def _get_names(instance):
return {
"id": instance.id,
"account_name": instance.account.name,
"account_id": instance.account.id,
"account_group_name": (
instance.account.group.name if instance.account.group else None
),
"account_group_id": (
instance.account.group.id if instance.account.group else None
),
"is_asset_account": instance.account.is_asset,
"is_archived_account": instance.account.is_archived,
"category_name": instance.category.name if instance.category else None,
"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,
"description": instance.description,
"amount": instance.amount,
"notes": instance.notes,
"date": instance.date,
"reference_date": instance.reference_date,
"internal_note": instance.internal_note,
"internal_id": instance.internal_id,
}
def _get_names(instance: Transaction | dict):
if isinstance(instance, Transaction):
return {
"id": instance.id,
"account_name": instance.account.name,
"account_id": instance.account.id,
"account_group_name": (
instance.account.group.name if instance.account.group else None
),
"account_group_id": (
instance.account.group.id if instance.account.group else None
),
"is_asset_account": instance.account.is_asset,
"is_archived_account": instance.account.is_archived,
"category_name": instance.category.name if instance.category else None,
"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,
"description": instance.description,
"amount": instance.amount,
"notes": instance.notes,
"date": instance.date,
"reference_date": instance.reference_date,
"internal_note": instance.internal_note,
"internal_id": instance.internal_id,
"is_deleted": instance.deleted,
}
else:
return {
"id": instance.get("id"),
"account_name": instance.get("account", (None, None))[1],
"account_id": instance.get("account", (None, None))[0],
"account_group_name": instance.get("account_group", (None, None))[1],
"account_group_id": instance.get("account_group", (None, None))[0],
"is_asset_account": instance.get("is_asset"),
"is_archived_account": instance.get("is_archived"),
"category_name": instance.get("category", (None, None))[1],
"category_id": instance.get("category", (None, None))[0],
"tag_names": [x[1] for x in instance.get("tags", [])],
"tag_ids": [x[0] for x in instance.get("tags", [])],
"entities_names": [x[1] for x in instance.get("entities", [])],
"entities_ids": [x[0] for x in instance.get("entities", [])],
"is_expense": instance.get("type") == Transaction.Type.EXPENSE,
"is_income": instance.get("type") == Transaction.Type.INCOME,
"is_paid": instance.get("is_paid"),
"description": instance.get("description", ""),
"amount": Decimal(instance.get("amount")),
"notes": instance.get("notes", ""),
"date": datetime.fromisoformat(instance.get("date")),
"reference_date": datetime.fromisoformat(instance.get("reference_date")),
"internal_note": instance.get("internal_note", ""),
"internal_id": instance.get("internal_id", ""),
"is_deleted": instance.get("deleted", True),
}
def _process_update_or_create_transaction_action(action, simple_eval):