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Transaction rules engine V1 (#1900)
* Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
This commit is contained in:
48
app/javascript/controllers/rules_controller.js
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48
app/javascript/controllers/rules_controller.js
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import { Controller } from "@hotwired/stimulus";
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// Connects to data-controller="rules"
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export default class extends Controller {
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static targets = [
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"conditionTemplate",
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"conditionGroupTemplate",
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"actionTemplate",
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"conditionsList",
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"actionsList",
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"effectiveDateInput",
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];
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addConditionGroup() {
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this.#appendTemplate(
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this.conditionGroupTemplateTarget,
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this.conditionsListTarget,
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);
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}
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addCondition() {
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this.#appendTemplate(
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this.conditionTemplateTarget,
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this.conditionsListTarget,
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);
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}
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addAction() {
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this.#appendTemplate(this.actionTemplateTarget, this.actionsListTarget);
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}
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clearEffectiveDate() {
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this.effectiveDateInputTarget.value = "";
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}
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#appendTemplate(templateEl, listEl) {
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const html = templateEl.innerHTML.replaceAll(
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"IDX_PLACEHOLDER",
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this.#uniqueKey(),
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);
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listEl.insertAdjacentHTML("beforeend", html);
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}
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#uniqueKey() {
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return Date.now();
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}
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}
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