Files
sure/app/views/valuations/_valuation.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

44 lines
1.7 KiB
Plaintext

<%# locals: (entry:, balance_trend: nil, **) %>
<% valuation = entry.entryable %>
<% color = balance_trend&.trend&.color || "#D444F1" %>
<% icon = balance_trend&.trend&.icon || "plus" %>
<%= turbo_frame_tag dom_id(entry) do %>
<%= turbo_frame_tag dom_id(valuation) do %>
<div class="p-4 grid grid-cols-12 items-center text-primary text-sm font-medium">
<div class="col-span-8 flex items-center gap-4">
<%= check_box_tag dom_id(entry, "selection"),
class: "checkbox checkbox--light",
data: { id: entry.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
<div class="flex items-center gap-3">
<%= tag.div class: "w-6 h-6 rounded-full p-1.5 flex items-center justify-center", style: mixed_hex_styles(color) do %>
<%= lucide_icon icon, class: "w-4 h-4 shrink-0" %>
<% end %>
<div class="truncate text-primary">
<%= link_to entry.name,
entry_path(entry),
data: { turbo_frame: "drawer", turbo_prefetch: false },
class: "hover:underline hover:text-gray-800" %>
</div>
</div>
</div>
<div class="col-span-2 justify-self-end font-medium text-sm">
<% if balance_trend&.trend %>
<%= tag.span format_money(balance_trend.trend.value), style: "color: #{balance_trend.trend.color}" %>
<% else %>
<%= tag.span "--", class: "text-gray-400" %>
<% end %>
</div>
<div class="col-span-2 justify-self-end">
<%= tag.p format_money(entry.amount_money), class: "font-medium text-sm text-primary" %>
</div>
</div>
<% end %>
<% end %>