Files
sure/app/views/rules/confirm.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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<%= modal(reload_on_close: true) do %>
<div class="space-y-4 p-4 max-w-[400px]">
<div>
<div class="flex justify-between mb-2 gap-4">
<h3 class="font-medium text-md">Confirm changes</h3>
<button data-action="mousedown->modal#close">
<%= lucide_icon("x", class: "w-5 h-5 shrink-0 text-secondary") %>
</button>
</div>
<div class="text-secondary text-sm">
<p>
You are about to apply this rule to
<span class="text-primary font-medium"><%= @rule.affected_resource_count %> <%= @rule.resource_type.pluralize %></span>
that meet the specified rule criteria. Please confirm if you wish to proceed with this change.
</p>
</div>
</div>
<%= button_to "Confirm changes", apply_rule_path(@rule), class: "btn btn--primary w-full justify-center", data: { turbo_frame: "_top"} %>
</div>
<% end %>