Commit Graph

6 Commits

Author SHA1 Message Date
soky srm
bb364fab38 LLM cost estimation (#223)
* Password reset back button also after confirmation

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* Implement a filter for category (#215)

- Also implement an is empty/is null condition.

* Implement an LLM cost estimation page

Track costs across all the cost categories: auto categorization, auto merchant detection and chat.
Show warning with estimated cost when running a rule that contains AI.

* Update pricing

* Add google pricing

and fix inferred model everywhere.

* Update app/models/llm_usage.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>

* FIX address review

* Linter

* Address review

- Lowered log level
- extracted the duplicated record_usage method into a shared concern

* Update app/controllers/settings/llm_usages_controller.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>

* Moved attr_reader out of private

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-10-24 00:08:59 +02:00
Zach Gollwitzer
94a807c3c9 Encapsulate enrichment actions, add tests 2025-05-20 11:33:35 -04:00
Zach Gollwitzer
71be2a04ad Fix rule title reference 2025-05-07 14:10:56 -04:00
Alex Hatzenbuhler
60c3a04a48 Add rule option to change transaction name (#2175)
* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00
Alex Hatzenbuhler
cf72f1a387 Add assign merchant rule for transactions (#2174) 2025-05-02 07:30:31 -04:00
Zach Gollwitzer
297a695d0f 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
2025-04-18 11:39:58 -04:00