Files
sure/app/views/rules/_rule.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: (rule:) %>
<div class="flex justify-between items-center gap-4 bg-white shadow-border-xs rounded-md p-4">
<div class="text-sm space-y-1.5">
<p class="flex items-center flex-wrap gap-1.5">
<span class="px-2 py-1 border border-alpha-black-200 rounded-full">
<%= rule.actions.first.executor.label %>
</span>
<% if rule.actions.count > 1 %>
and <%= rule.actions.count - 1 %> more <%= rule.actions.count - 1 == 1 ? "action" : "actions" %>
<% end %>
</p>
<p class="flex items-center flex-wrap gap-1.5">
<% if rule.effective_date.nil? %>
To all past and future <%= rule.resource_type.pluralize %>
<% else %>
To all <%= rule.resource_type.pluralize %> on or after <%= rule.effective_date %>
<% end %>
</p>
</div>
<div class="flex items-center gap-4">
<%= render "shared/toggle_form", model: rule, attribute: :active %>
<%= contextual_menu icon: "more-vertical", id: "chat-menu" do %>
<%= contextual_menu_item "Edit", url: edit_rule_path(rule), icon: "pencil", turbo_frame: "modal" %>
<%= contextual_menu_item "Re-apply rule", url: confirm_rule_path(rule), turbo_frame: "modal", icon: "refresh-cw" %>
<% turbo_confirm = {
title: "Delete rule",
body: "Are you sure you want to delete this rule? Data affected by this rule will no longer be automatically updated. This action cannot be undone.",
accept: "Delete rule",
} %>
<%= contextual_menu_destructive_item "Delete", rule_path(rule), turbo_confirm: turbo_confirm %>
<% end %>
</div>
</div>