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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
41 lines
1.2 KiB
Ruby
41 lines
1.2 KiB
Ruby
module EntriesHelper
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def entries_by_date(entries, totals: false)
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transfer_groups = entries.group_by do |entry|
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# Only check for transfer if it's a transaction
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next nil unless entry.entryable_type == "Transaction"
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entry.entryable.transfer&.id
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end
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# For a more intuitive UX, we do not want to show the same transfer twice in the list
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deduped_entries = transfer_groups.flat_map do |transfer_id, grouped_entries|
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if transfer_id.nil? || grouped_entries.size == 1
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grouped_entries
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else
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grouped_entries.reject do |e|
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e.entryable_type == "Transaction" &&
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e.entryable.transfer_as_inflow.present?
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end
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end
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end
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deduped_entries.group_by(&:date).sort.reverse_each.map do |date, grouped_entries|
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content = capture do
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yield grouped_entries
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end
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next if content.blank?
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render partial: "entries/entry_group", locals: { date:, entries: grouped_entries, content:, totals: }
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end.compact.join.html_safe
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end
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def entry_name_detailed(entry)
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[
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entry.date,
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format_money(entry.amount_money),
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entry.account.name,
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entry.name
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].join(" • ")
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end
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end
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