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sure/test/controllers
Mike Lloyd fc0581fba3 Add per-account toggle to disable automatic transaction categorization (#2636)
* Add per-account toggle to disable automatic transaction categorization

Adds an `enable_category_matcher` boolean (default: true) to accounts so
users can opt out of Plaid's automatic category suggestions on a per-account
basis. When disabled, newly synced transactions arrive uncategorized so
rules or manual assignment take precedence.

- New migration adds `enable_category_matcher` column (default true, null: false)
- `PlaidEntry::Processor#matched_category` gates the CategoryMatcher call on the account flag
- Toggle rendered in the account edit modal for linked accounts (saves via main form submit)
- `AccountableResource#account_params` permits the new field
- `AccountsController#toggle_category_matcher` action added for potential API use
- i18n strings added for label and hint text
- Unit test covers the disabled-matcher path

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Only show category matcher toggle for Plaid-linked accounts

Only PlaidEntry::Processor honors enable_category_matcher, but the toggle
rendered for every linked account, silently doing nothing for other
providers. Adds Account::Linkable#supports_category_matcher? (covering both
the legacy plaid_account_id link and AccountProvider rows) and gates the
form toggle on it. The SimpleFIN TODO now also points at this helper so the
toggle appears once SimpleFIN matching lands.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Add controller tests for category matcher toggle persistence and rendering

Covers the two paths flagged in review as untested: the flag persisting
through the shared AccountableResource#update action via account_params
(both disable and re-enable), and the edit form rendering the toggle only
for accounts where supports_category_matcher? is true.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Signed-off-by: Mike Lloyd <49411532+mike-lloyd03@users.noreply.github.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-07-17 07:22:50 +02:00
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2024-10-08 14:37:47 -05:00