Files
sure/app/views/shared/_modal_form.html.erb
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

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<%# locals: (title:, content:, subtitle: nil, overflow_visible: false) %>
<%= modal overflow_visible: overflow_visible do %>
<article class="mx-auto w-full p-4 space-y-4 md:min-w-[450px]">
<div class="space-y-2">
<header class="flex justify-between items-center">
<h2 class="font-medium"><%= title %></h2>
<%= lucide_icon("x", class: "cursor-pointer w-6 h-6 md:w-5 md:w-5 text-secondary", data: { action: "mousedown->modal#close" }) %>
</header>
<% if subtitle.present? %>
<%= tag.p subtitle, class: "text-secondary font-light" %>
<% end %>
</div>
<%= content %>
</article>
<% end %>