Add user-friendly toggle for auto-rule creation prompts

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Agent-Logs-Url: https://github.com/we-promise/sure/sessions/3fa633b4-7cdf-4320-8e6d-83e2cb2c5e49

app/controllers/users_controller.rb

@@ -108,7 +108,7 @@ class UsersController < ApplicationController
     def user_params
       params.require(:user).permit(
         :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at,
-        :show_sidebar, :default_period, :default_account_order, :show_ai_sidebar, :ai_enabled, :theme, :set_onboarding_preferences_at, :set_onboarding_goals_at, :locale,
+        :show_sidebar, :default_period, :default_account_order, :show_ai_sidebar, :ai_enabled, :theme, :set_onboarding_preferences_at, :set_onboarding_goals_at, :locale, :rule_prompts_enabled,
         family_attributes: [ :name, :currency, :country, :date_format, :timezone, :locale, :month_start_day, :moniker, :id ],
         goals: []
       )

app/models/user.rb

@@ -311,6 +311,15 @@ class User < ApplicationRecord
     end
   end
 
+  # Virtual attribute for UI: inverts rule_prompts_disabled for a more intuitive toggle
+  def rule_prompts_enabled
+    !rule_prompts_disabled
+  end
+
+  def rule_prompts_enabled=(value)
+    self.rule_prompts_disabled = !ActiveModel::Type::Boolean.new.cast(value)
+  end
+
   # Transactions preferences management
   def transactions_section_collapsed?(section_key)
     preferences&.dig("transactions_collapsed_sections", section_key) == true

app/views/settings/preferences/show.html.erb

@@ -56,3 +56,17 @@
     <% end %>
   </div>
 <% end %>
+
+<%= settings_section title: t(".automation_title"), subtitle: t(".automation_subtitle") do %>
+  <div class="flex items-center justify-between">
+    <div class="space-y-1">
+      <p class="text-sm"><%= t(".rule_prompts_label") %></p>
+      <p class="text-secondary text-sm"><%= t(".rule_prompts_hint") %></p>
+    </div>
+
+    <%= styled_form_with model: @user, data: { controller: "auto-submit-form" } do |form| %>
+      <%= form.hidden_field :redirect_to, value: "preferences" %>
+      <%= form.toggle :rule_prompts_enabled, data: { auto_submit_form_target: "auto" } %>
+    <% end %>
+  </div>
+<% end %>

config/locales/views/settings/en.yml

@@ -54,6 +54,10 @@ en:
         month_start_day: Budget month starts on
         month_start_day_hint: Set when your budget month starts (e.g., payday)
         month_start_day_warning: Your budgets and MTD calculations will use this custom start day instead of the 1st of each month.
+        automation_title: Automation
+        automation_subtitle: Control automatic behavior
+        rule_prompts_label: Auto-suggest rules when categorizing
+        rule_prompts_hint: Show a prompt to create a rule when you assign a category to a transaction
     profiles:
       destroy:
         cannot_remove_self: You cannot remove yourself from the account.

test/models/user_test.rb

@@ -501,4 +501,28 @@ class UserTest < ActiveSupport::TestCase
     assert_not Family.exists?(family.id)
     assert_not ActiveStorage::Attachment.exists?(export_attachment_id)
   end
+
+  test "rule_prompts_enabled returns inverse of rule_prompts_disabled" do
+    @user.rule_prompts_disabled = false
+    assert @user.rule_prompts_enabled
+
+    @user.rule_prompts_disabled = true
+    assert_not @user.rule_prompts_enabled
+  end
+
+  test "setting rule_prompts_enabled updates rule_prompts_disabled" do
+    @user.rule_prompts_enabled = true
+    assert_not @user.rule_prompts_disabled
+
+    @user.rule_prompts_enabled = false
+    assert @user.rule_prompts_disabled
+  end
+
+  test "rule_prompts_enabled= coerces string values correctly" do
+    @user.rule_prompts_enabled = "1"
+    assert_not @user.rule_prompts_disabled
+
+    @user.rule_prompts_enabled = "0"
+    assert @user.rule_prompts_disabled
+  end
 end