Files
sure/app/views/settings/_settings_nav.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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<div class="pt-safe space-y-4">
<div class="flex items-center gap-2 p-1.5">
<%= link_to previous_path, class: "flex items-center gap-1 text-primary font-medium text-sm" do %>
<%= lucide_icon "chevron-left", class: "w-5 h-5 text-secondary" %>
<span class="hidden md:block">Back</span>
<% end %>
<%= link_to previous_path, class: "hidden md:block uppercase bg-gray-100 rounded-sm px-1 py-0.5 text-xs text-secondary shadow-sm ml-1 pointer-events-none", data: { controller: "hotkey", hotkey: "Escape" } do %>
esc
<% end %>
</div>
<nav class="space-y-4 hidden md:block">
<section class="space-y-2">
<div class="flex items-center gap-2 px-3">
<h3 class="uppercase text-secondary font-medium text-xs"><%= t(".general_section_title") %></h3>
<div class="h-px bg-alpha-black-100 w-full"></div>
</div>
<ul class="space-y-1">
<li>
<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
</li>
<% if self_hosted? %>
<li>
<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
</li>
<% end %>
<% unless self_hosted? %>
<li>
<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
</li>
<% end %>
<li>
<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
</li>
</ul>
</section>
<section class="space-y-2">
<div class="flex items-center gap-2 px-3">
<h3 class="uppercase text-secondary font-medium text-xs"><%= t(".transactions_section_title") %></h3>
<div class="h-px bg-alpha-black-100 w-full"></div>
</div>
<ul class="space-y-1">
<li>
<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: "Rules", path: rules_path, icon: "git-branch" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
</li>
</ul>
</section>
<section class="space-y-2">
<div class="flex items-center gap-2 px-3">
<h3 class="uppercase text-secondary font-medium text-xs"><%= t(".other_section_title") %></h3>
<div class="h-px bg-alpha-black-100 w-full"></div>
</div>
<ul class="space-y-1">
<li>
<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
</li>
</ul>
</section>
<section>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 btn btn--ghost text-destructive w-full" do %>
<%= lucide_icon("log-out", class: "w-5 h-5 shrink-0") %>
<span><%= t(".logout") %></span>
<% end %>
</section>
</nav>
<nav class="space-y-4 overflow-y-auto md:hidden" id="mobile-settings-nav" data-preserve-scroll data-controller="preserve-scroll">
<ul class="flex space-y-1">
<li>
<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
</li>
<% if self_hosted? %>
<li>
<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
</li>
<% end %>
<% unless self_hosted? %>
<li>
<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
</li>
<% end %>
<li>
<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
</li>
<li>
<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
</li>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 btn btn--ghost text-destructive w-full" do %>
<%= lucide_icon("log-out", class: "w-5 h-5 shrink-0") %>
<span><%= t(".logout") %></span>
<% end %>
</ul>
</nav>
</div>