[Feedback] Rule action templating

[matt-fidd]

Rule action templating allows rules to dynamically set fields based on transaction data.

To enable the feature - head over to experimental features and toggle the rule action templating feature flag. Next, go to the "rules" page and set up a new rule.

To use it, click the icon on the right hand side of the input box to toggle from "text" to "template" mode:
Text mode:

Template mode:

Then enter your template. For example, the below will replace the notes field with the VAT paid (standard VAT is 20% in the uk)

At the moment, templating is supported for setting:

• notes
• date
• amount
• cleared (although no boolean helper functions are currently supported)

Full list of available helper functions:

• regex value regex replacement
• add num1 num2 ...
• sub num1 num2 ...
• div num1 num2 ...
• mul num1 num2 ...
• mod num1 num2 ...
• floor num
• ceil num
• round num
• abs num
• min num1 num2 ...
• max num1 num2 ...
• fixed num1 num2
• day date
• month date
• year date
• format date format
• debug value (logs to console)

Full list of available variables that can be used

• today (date)
• account (id)
• amount (number)
  • remember this is stored without the decimal place. ie. £152 will be 15200. {{div amount 100}} can be used to convert back
• cleared (boolean)
• date (date)
• error (?)
• imported_id (id)
• imported_payee (string)
• is_child (boolean)
• is_parent (boolean)
• notes (string)
• parent_id (id)
• payee (id)
• reconciled (boolean)
• schedule (id)
• sort_order (number)
• starting_balance_flag (boolean)
• tombstone (boolean)
• transfer_id (id)

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Feel free to share your ideas, bug reports and feedback below.

[youngcw]

Some additional variables I would appreciate being added are:

1. Current Balance of Account (extra bonus points for average monthly balance). This would be nice for automatically determining interest amounts that are included in a mortgage payment for example.

2. Account balance on day. Useful for determining what a paid in full credit card payment will be dynamically based on current balance of the CC account within a window. (EX. Balance_today- Balance_one_month_prior = payment amount)

[UnderKoen]

Some additional variables I would appreciate being added are:

1. Current Balance of Account (extra bonus points for average monthly balance). This would be nice for automatically determining interest amounts that are included in a mortgage payment for example.
2. Account balance on day. Useful for determining what a paid in full credit card payment will be dynamically based on current balance of the CC account within a window. (EX. Balance_today- Balance_one_month_prior = payment amount)

I think these could best be added as helper functions. Especially the second one.
We could use https://github.com/gastonrobledo/handlebars-async-helpers/ to make an helper that fetches on execution

[mullermn]

This looks incredibly powerful, I will turn this on and start playing with it.

My condolences to whoever eventually takes on the task of building a UI for this! 😃

[UnderKoen]

I don't thing there will ever be an UI for this, (at most an helper to show which fields are available). As that it would most likely limit the usage of this function.

[UnderKoen]

Maybe fun to share, my current rules with templating

[IsThisThingStillOn]

I'd love to see some examples of using the date functions. As of now I have only successfully got a result with {{today}}. {{day today}} for example doesn't bring up any result. {{date}} doesn't work.

What surprisingly worked was {{regex today "-[0-9]{2}-[0-9]{2}" "-11-01"}} to set the date.

But right now making date calculations doesn't seem to be supported at all, is that assumption correct? I'd love to see that as a feature. Along with other date functions (first of month, end of month etc.)

/E:
After fix #3749 day, month and year work as intended.

To everyone interested, the following rule template will move the transaction to the first of the next month (including changing the year):

{{add (year date) (floor (div (add (month date) 1) 13))}}-{{add (mod (month date) 12) 1}}-1