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297a695d0f
* 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
62 lines
2.3 KiB
Plaintext
62 lines
2.3 KiB
Plaintext
<header class="flex items-center justify-between">
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<h1 class="text-primary text-xl font-medium">Rules</h1>
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<% turbo_confirm = {
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title: "Delete all rules",
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body: "Are you sure you want to delete all rules? This action cannot be undone.",
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accept: "Delete all rules",
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} %>
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<div class="flex items-center gap-2">
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<% if @rules.any? %>
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<%= contextual_menu do %>
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<%= contextual_menu_destructive_item "Delete all rules", destroy_all_rules_path, turbo_confirm: turbo_confirm %>
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<% end %>
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<% end %>
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<%= link_to new_rule_path(resource_type: "transaction"), class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
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<%= lucide_icon "plus", class: "w-5 h-5" %>
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<p>New rule</p>
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<% end %>
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</div>
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</header>
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<% if self_hosted? %>
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<div class="flex items-center gap-2 mb-2 py-4">
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<%= lucide_icon("circle-alert", class: "w-4 h-4 text-secondary") %>
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<p class="text-sm text-secondary">
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AI-enabled rule actions will cost money. Be sure to filter as narrowly as possible to avoid unnecessary costs.
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</p>
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</div>
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<% end %>
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<div class="bg-white shadow-border-xs rounded-xl p-4">
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<% if @rules.any? %>
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<div class="rounded-xl bg-gray-25 space-y-1">
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<div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary uppercase">
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<p>Rules</p>
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<span class="text-subdued">·</span>
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<p><%= @rules.count %></p>
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</div>
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<div class="space-y-1 p-1">
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<%= render @rules %>
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</div>
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</div>
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<% else %>
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<div class="flex justify-center items-center py-20">
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<div class="text-center flex flex-col items-center max-w-[500px]">
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<p class="text-sm text-primary font-medium mb-1">No rules yet</p>
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<p class="text-sm text-secondary mb-4">Set up rules to perform actions to your transactions and other data on every account sync.</p>
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<div class="flex items-center gap-2">
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<%= link_to new_rule_path(resource_type: "transaction"), class: "btn btn--primary flex items-center gap-1", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<span>New rule</span>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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