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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
16
app/views/shared/notifications/_alert.html.erb
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16
app/views/shared/notifications/_alert.html.erb
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<%# locals: (message:) %>
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<%= tag.div class: "flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-lg",
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data: { controller: "element-removal" } do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-destructive">
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<%= lucide_icon "x", class: "w-3 h-3" %>
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</div>
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</div>
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<div class="ml-auto">
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<%= lucide_icon "x", data: { action: "click->element-removal#remove" }, class: "w-5 h-5 text-secondary hover:text-gray-600 cursor-pointer" %>
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</div>
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<% end %>
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20
app/views/shared/notifications/_cta.html.erb
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app/views/shared/notifications/_cta.html.erb
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<%# locals: (message:, description:) %>
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<div id="cta">
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<%= tag.div class: "relative flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-xs", data: { controller: "element-removal" } do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-success">
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<%= lucide_icon "check", class: "w-3 h-3" %>
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</div>
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</div>
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<div class="space-y-4">
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<div class="space-y-1">
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<%= tag.p description, class: "text-secondary text-sm" %>
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</div>
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<%= yield %>
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</div>
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<% end %>
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</div>
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9
app/views/shared/notifications/_loading.html.erb
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app/views/shared/notifications/_loading.html.erb
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<%# locals: (message:, id: nil) %>
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<%= tag.div id: id, class: "flex gap-3 rounded-lg bg-white p-4 group w-full shadow-border-xs" do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<%= lucide_icon "loader", class: "w-5 h-5 text-secondary animate-pulse" %>
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</div>
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<% end %>
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48
app/views/shared/notifications/_notice.html.erb
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48
app/views/shared/notifications/_notice.html.erb
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<%# locals: (message:, description: nil, cta: nil) %>
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<%= tag.div class: "relative flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-xs",
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data: {
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controller: "element-removal",
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action: "animationend->element-removal#remove"
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} do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-success">
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<%= lucide_icon "check", class: "w-3 h-3" %>
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</div>
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</div>
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<div class="space-y-4">
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<div class="space-y-1">
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<% if description %>
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<%= tag.p description, class: "text-secondary text-sm" %>
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<% end %>
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</div>
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<% if cta %>
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<%= tag.div class:"flex gap-2 justify-end" do %>
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<%= tag.button cta[:decline][:label], class: "btn btn--secondary", data: { action: "click->element-removal#remove" } %>
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<%= tag.a cta[:accept][:label], href: cta[:accept][:href], class: "btn btn--primary" %>
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<% end %>
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<% end %>
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</div>
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<div class="ml-auto">
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<div class="h-5 shrink-0">
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<% unless cta %>
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<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0">
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<path d="M18 10C18 14.4183 14.4183 18 10 18C5.58172 18 2 14.4183 2 10C2 5.58172 5.58172 2 10 2C14.4183 2 18 5.58172 18 10ZM3.6 10C3.6 13.5346 6.46538 16.4 10 16.4C13.5346 16.4 16.4 13.5346 16.4 10C16.4 6.46538 13.5346 3.6 10 3.6C6.46538 3.6 3.6 6.46538 3.6 10Z" fill="#E5E5E5" />
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<circle class="origin-center -rotate-90 animate-stroke-fill" stroke="#141414" stroke-opacity="0.4" r="7.2" cx="10" cy="10" stroke-dasharray="43.9822971503" stroke-dashoffset="43.9822971503" />
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</svg>
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<% end %>
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</div>
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</div>
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<% unless cta %>
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<div class="absolute -top-2 -right-2">
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<%= lucide_icon "x", class: "w-5 h-5 p-0.5 hidden group-hover:inline-block border border-alpha-black-50 border-solid rounded-lg bg-white text-subdued cursor-pointer", data: { action: "click->element-removal#remove" } %>
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</div>
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<% end %>
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<% end %>
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