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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:
Zach Gollwitzer
@@ -61,7 +61,10 @@
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: merchants_path, icon: "store" %>
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<%= render "settings/settings_nav_item", name: "Rules", path: rules_path, icon: "git-branch" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
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</li>
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</ul>
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</section>
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@@ -87,72 +90,63 @@
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</section>
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</nav>
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<nav class="space-y-4 overflow-y-auto md:hidden" id="mobile-settings-nav" data-preserve-scroll data-controller="preserve-scroll">
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<ul class="flex space-y-1">
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<ul class="flex space-y-1">
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<li>
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<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
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</li>
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<% if self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
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<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
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</li>
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<% end %>
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<% unless self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
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</li>
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<% if self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
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</li>
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<% end %>
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<% unless self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
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</li>
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<% end %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: merchants_path, icon: "store" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
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<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
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</li>
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<% end %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
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</li>
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<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 btn btn--ghost text-destructive w-full" do %>
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<%= lucide_icon("log-out", class: "w-5 h-5 shrink-0") %>
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<span><%= t(".logout") %></span>
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<% end %>
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</ul>
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</ul>
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</nav>
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</div>
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