mirror of
https://github.com/we-promise/sure.git
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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
99 lines
3.7 KiB
Plaintext
99 lines
3.7 KiB
Plaintext
<%# locals: (rule:) %>
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<%= styled_form_with model: rule, class: "space-y-4 w-[550px]",
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data: { controller: "rules", rule_registry_value: rule.registry.to_json } do |f| %>
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<%= f.hidden_field :resource_type, value: rule.resource_type %>
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<% if @rule.errors.any? %>
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<%= render "shared/form_errors", model: @rule %>
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<% end %>
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<section class="space-y-4">
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<h3 class="text-sm font-medium">If <%= rule.resource_type %></h3>
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<%# Condition template, used by Stimulus controller to add new conditions dynamically %>
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<template data-rules-target="conditionGroupTemplate">
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<%= f.fields_for :conditions, Rule::Condition.new(rule: rule, condition_type: "compound", operator: "and"), child_index: "IDX_PLACEHOLDER" do |cf| %>
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<%= render "rule/conditions/condition_group", form: cf %>
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<% end %>
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</template>
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<%# Condition template, used by Stimulus controller to add new conditions dynamically %>
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<template data-rules-target="conditionTemplate">
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<%= f.fields_for :conditions, Rule::Condition.new(rule: rule, condition_type: rule.condition_filters.first.key), child_index: "IDX_PLACEHOLDER" do |cf| %>
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<%= render "rule/conditions/condition", form: cf %>
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<% end %>
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</template>
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<ul data-rules-target="conditionsList" class="space-y-3 mb-4">
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<%= f.fields_for :conditions do |cf| %>
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<% if cf.object.compound? %>
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<%= render "rule/conditions/condition_group", form: cf %>
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<% else %>
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<%= render "rule/conditions/condition", form: cf %>
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<% end %>
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<% end %>
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</ul>
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<div class="flex items-center gap-2">
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<button type="button" data-action="rules#addCondition" class="btn btn--ghost">
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<%= icon("plus") %>
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<span>Add condition</span>
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</button>
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<button type="button" data-action="rules#addConditionGroup" class="btn btn--ghost">
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<%= icon("boxes") %>
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<span>Add condition group</span>
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</button>
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</div>
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</section>
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<section class="space-y-4">
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<h3 class="text-sm font-medium">Then</h3>
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<%# Action template, used by Stimulus controller to add new actions dynamically %>
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<template data-rules-target="actionTemplate">
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<%= f.fields_for :actions, Rule::Action.new(rule: rule, action_type: rule.action_executors.first.key), child_index: "IDX_PLACEHOLDER" do |af| %>
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<%= render "rule/actions/action", form: af %>
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<% end %>
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</template>
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<ul data-rules-target="actionsList" class="space-y-3">
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<%= f.fields_for :actions do |af| %>
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<%= render "rule/actions/action", form: af %>
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<% end %>
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</ul>
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<button
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type="button"
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data-action="rules#addAction"
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class="btn btn--ghost">
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<%= icon("plus") %>
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<span>Add action</span>
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</button>
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</section>
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<section class="space-y-4">
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<h3 class="text-sm font-medium">Apply this</h3>
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<div class="space-y-2">
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<div class="flex items-center gap-2">
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<%= f.radio_button :effective_date_enabled, false, checked: rule.effective_date.nil?, data: { action: "rules#clearEffectiveDate" } %>
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<%= f.label :effective_date_enabled_false, "To all past and future #{rule.resource_type}s", class: "text-sm" %>
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</div>
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<div class="flex items-center gap-2">
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<div class="flex items-center gap-2">
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<%= f.radio_button :effective_date_enabled, true, checked: rule.effective_date.present? %>
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<%= f.label :effective_date_enabled_true, "Starting from", class: "text-sm" %>
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</div>
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<%= f.date_field :effective_date, container_class: "w-fit", data: { rules_target: "effectiveDateInput" } %>
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</div>
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</div>
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</section>
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<%= f.submit %>
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<% end %>
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