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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
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<%# locals: (user:) %>
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<div class="space-y-4">
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<div class="flex items-center justify-between">
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<div class="space-y-1">
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<p class="text-sm"><%= t(".title") %></p>
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<p class="text-secondary text-sm"><%= t(".description") %></p>
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<% if self_hosted? %>
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<p class="text-xs italic text-secondary"><%= t(".self_host_disclaimer") %></p>
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<% end %>
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</div>
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<%= styled_form_with model: user,
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data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value": "blur" } do |form| %>
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<div class="relative inline-block select-none">
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<%= form.hidden_field :redirect_to, value: "preferences" %>
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<%= form.fields_for :family do |family_form| %>
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<%= family_form.check_box :data_enrichment_enabled, class: "sr-only peer", "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "input" %>
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<%= family_form.label :data_enrichment_enabled, " ".html_safe, class: "switch" %>
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<% end %>
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</div>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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<%= settings_section title: t(".data"), subtitle: t(".data_subtitle") do %>
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<%= render "settings/preferences/data_enrichment_settings", user: @user %>
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<% end %>
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<%= settings_section title: t(".theme_title"), subtitle: t(".theme_subtitle") do %>
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<div>
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<%= styled_form_with model: @user, class: "flex flex-col md:flex-row justify-between items-center gap-4", data: { controller: "auto-submit-form" } do |form| %>
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