Commit Graph

5 Commits

Author SHA1 Message Date
Pluto
e99e38a91c fix: Handle empty compound conditions on rules index (#965)
* fix: Handle empty compound conditions on rules index

* fix: avoid contradictory rule condition summary on /rules

* refactor: move rules condition display logic from view to model

* fix: localize rule title fallback and preload conditions in rules index
2026-02-13 19:53:24 +01:00
soky srm
e37c03d1d4 Implement Run all rules (#582) 2026-01-08 15:20:14 +01:00
Carlos Adames
104324a82b Pre-fill rule suggestion with transaction name and category (#497)
Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
2025-12-24 00:55:23 +01:00
ByteBard
b7d9c89471 Correct Dialog Close Button (#85)
* correct dialog#close -> DS--dialog#close

* additional ds-- add

* stop reload on close

* Added option for reload_on_close var

* Fix test to allow query param in redirect URL
2025-08-08 02:05:03 +03:00
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