Files
sure/app/views/rule/actions/_action.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: (form:) %>
<% action = form.object %>
<% rule = action.rule %>
<% needs_value = action.executor.type == "select" %>
<li data-controller="rule--actions" data-rule--actions-action-executors-value="<%= rule.action_executors.to_json %>" class="flex items-center gap-3">
<%= form.hidden_field :_destroy, value: false, data: { rule__actions_target: "destroyField" } %>
<div class="grow flex gap-2 items-center h-full">
<div class="grow">
<%= form.select :action_type, rule.action_executors.map { |executor| [ executor.label, executor.key ] }, {}, data: { action: "rule--actions#handleActionTypeChange" } %>
</div>
<%= tag.div class: class_names("min-w-1/2 flex items-center gap-2", "hidden" => !needs_value),
data: { rule__actions_target: "actionValue" } do %>
<span class="font-medium uppercase text-xs">to</span>
<%= form.select :value, action.options || [], {}, disabled: !needs_value %>
<% end %>
</div>
<button type="button"
data-action="rule--actions#remove"
data-rule--actions-destroy-param="<%= action.persisted? %>">
<%= icon("trash-2", color: "gray", size: "sm") %>
</button>
</li>