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Transaction rules engine V1 (#1900)

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* 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:
Zach Gollwitzer
2025-04-18 11:39:58 -04:00
committed by GitHub
parent 8edd7ecef0
commit 297a695d0f
152 changed files with 4502 additions and 612 deletions
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19
app/views/categories/index.html.erb
View File

@@ -1,11 +1,20 @@
<header class="flex items-center justify-between">
<h1 class="text-primary text-xl font-medium"><%= t(".categories") %></h1>
<%= link_to new_category_path, class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
<%= lucide_icon "plus", class: "w-5 h-5" %>
<p><%= t(".new") %></p>
<% end %>
<div class="flex items-center gap-2">
<%= contextual_menu do %>
<%= contextual_menu_destructive_item "Delete all", destroy_all_categories_path, turbo_confirm: {
title: "Delete all categories?",
body: "All of your transactions will become uncategorized and this cannot be undone.",
accept: "Delete all categories",
} %>
<% end %>
<%= link_to new_category_path, class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
<%= lucide_icon "plus", class: "w-5 h-5" %>
<p><%= t(".new") %></p>
<% end %>
</div>
</header>
<div class="bg-container shadow-border-xs rounded-xl p-4">