* feat: add protection indicator to entries and unlock functionality
- Introduced protection indicator component rendering on hover and in detail views.
- Added support to unlock entries, clearing protection flags (`user_modified`, `import_locked`, and locked attributes).
- Updated routes, controllers, and models to enable unlock functionality for trades and transactions.
- Refactored views and localized content to support the new feature.
- Added relevant tests for unlocking functionality and attribute handling.
* feat: improve sync protection and turbo stream updates for entries
- Added tests for turbo stream updates reflecting protection indicators.
- Ensured user-modified entries lock specific attributes to prevent overwrites.
- Updated controllers to mark entries as user-modified and reload for accurate rendering.
- Enhanced protection indicator rendering using turbo frames.
- Applied consistent lock state handling across trades and transactions.
* Address PR review comments for protection indicator
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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* Add `investment_activity_label` to trades and enhance activity label handling
- Introduced `investment_activity_label` column to the `trades` table with a migration.
- Backfilled existing `trades` with activity labels based on quantity (`Buy`, `Sell`, or `Other`).
- Replaced `category_id` in trades with `investment_activity_label` for better alignment with transaction labels.
- Updated views and controllers to display and manage activity labels for trades.
- Added localized badge components for displaying and editing labels dynamically.
- Enhanced `PlaidAccount::Investments::TransactionsProcessor` to assign and process activity labels automatically.
- Added investment flows section to reports for tracking contributions and withdrawals.
- Refactored related tests and models for consistency and to ensure proper validation and filtering.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Add safeguard for `dropdownTarget` existence in quick edit controller
- Prevent errors by ensuring `dropdownTarget` is present before toggling its visibility.
* Fix undefined method 'category' for Trade on mobile view
Trade model uses investment_activity_label, not category. The upstream
merge introduced a call to trade.category which doesn't exist. Use the
activity label badge on mobile instead.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Fix activity label logic for zero/blank quantity and sell inference
- Return `nil` for blank or zero quantity in `investment_activity_label_for`.
- Correct `is_sell` logic to use the amount’s sign properly in `transactions_controller`.
* Fix i18n key paths in transactions controller for convert_to_trade
- Update flash message translations to use full i18n paths.
- Use `BigDecimal` for quantity and price calculations to improve precision.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
* Implement entry protection flags for sync overwrites
- Added `user_modified` and `import_locked` flags to `entries` table to prevent provider sync from overwriting user-edited and imported data.
- Introduced backfill migration to mark existing entries based on conditions.
- Enhanced sync and processing logic to respect protection flags, track skipped entries, and log detailed stats.
- Updated UI to display skipped/protected entries and reasons in sync summaries.
* Localize error details summary text and adjust `sync_account_later` method placement
* Restored schema.rb
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* 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
