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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
64 lines
1.7 KiB
Ruby
64 lines
1.7 KiB
Ruby
# Enrichable models can have 1+ of their fields enriched by various
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# external sources (i.e. Plaid) or internal sources (i.e. Rules)
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#
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# This module defines how models should, lock, unlock, and edit attributes
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# based on the source of the edit. User edits always take highest precedence.
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#
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# For example:
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#
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# If a Rule tells us to set the category to "Groceries", but the user later overrides
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# a transaction with a category of "Food", we should not override the category again.
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#
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module Enrichable
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extend ActiveSupport::Concern
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InvalidAttributeError = Class.new(StandardError)
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included do
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scope :enrichable, ->(attrs) {
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attrs = Array(attrs).map(&:to_s)
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json_condition = attrs.each_with_object({}) { |attr, hash| hash[attr] = true }
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where.not(Arel.sql("#{table_name}.locked_attributes ?| array[:keys]"), keys: attrs)
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}
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end
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def log_enrichment!(attribute_name:, attribute_value:, source:, metadata: {})
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de = DataEnrichment.find_or_create_by!(
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enrichable: self,
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attribute_name: attribute_name,
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source: source,
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)
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de.value = attribute_value
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de.metadata = metadata
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de.save!
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end
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def locked?(attr)
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locked_attributes[attr.to_s].present?
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end
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def enrichable?(attr)
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!locked?(attr)
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end
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def lock!(attr)
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update!(locked_attributes: locked_attributes.merge(attr.to_s => Time.current))
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end
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def unlock!(attr)
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update!(locked_attributes: locked_attributes.except(attr.to_s))
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end
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def lock_saved_attributes!
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saved_changes.keys.reject { |attr| ignored_enrichable_attributes.include?(attr) }.each do |attr|
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lock!(attr)
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end
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end
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private
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def ignored_enrichable_attributes
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%w[id updated_at created_at]
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end
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end
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