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Provider merchants enhancement (#1254)

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* Add AI merchant enhancement and dedup

* Enhancements

Add error if job is already running
add note that we also merge merchants

* Allow updating provider website

* Review fixes

* Update provider_merchant.rb

* Linter and fixes

* FIX transaction quick menu modal
This commit is contained in:
soky srm
2026-03-23 12:34:43 +01:00
committed by GitHub
parent cd601f1c2e
commit 12d2f4e36d
14 changed files with 735 additions and 14 deletions
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7
config/locales/views/merchants/en.yml
View File

@@ -24,6 +24,10 @@ en:
provider_empty: "No provider merchants linked to this %{moniker} yet"
provider_read_only: Provider merchants are synced from your connected institutions. They cannot be edited here.
provider_info: These merchants were automatically detected by your bank connections or AI. You can edit them to create your own copy, or remove them to unlink from your transactions.
enhance_info:
one: "%{count} provider merchant is missing website information. Enhance with AI to detect websites, display logos, and merge duplicate merchants."
other: "%{count} provider merchants are missing website information. Enhance with AI to detect websites, display logos, and merge duplicate merchants."
enhance_button: Enhance with AI
unlinked_title: Recently unlinked
unlinked_info: These merchants were recently removed from your transactions. They will disappear from this list after 30 days unless re-assigned to a transaction.
table:
@@ -57,6 +61,9 @@ en:
remove: Remove
remove_confirm_title: Remove merchant?
remove_confirm_body: Are you sure you want to remove %{name}? This will unlink all associated transactions from this merchant but will not delete the merchant itself.
enhance:
success: Provider merchant enhancement started. Merchants will be enhanced and duplicates merged shortly.
already_running: Enhancement is already in progress. Please wait for it to finish.
update:
success: Merchant updated successfully
converted_success: Merchant converted and updated successfully

1
config/routes.rb
View File

@@ -224,6 +224,7 @@ Rails.application.routes.draw do
collection do
get :merge
post :perform_merge
post :enhance
end
end