Files
sure/app/models/rule/registry/transaction_resource.rb
kianrafiee c54369bd2d Add send_email_notification rule action (#2527)
* Add send_email_notification rule action

Adds a new rule action that emails a digest of transactions matching a
rule. Re-syncs re-apply every active rule to all in-window matches, so a
notification_deliveries table (unique on rule_id + transaction_id) backs
deduplication and a per-rule watermark:

- Rule::ActionExecutor::SendEmailNotification plucks candidate ids, drops
  ones already in notification_deliveries, records the remainder BEFORE
  enqueuing (fail-safe: a crash suppresses rather than double-sends), and
  returns the count of newly-notified transactions.
- RuleEmailNotificationJob loads the rule + transactions and delivers the
  digest via RuleNotificationMailer.
- Creating the action pre-seeds all currently-matching transactions as
  already-delivered (after_create_commit), so the rule only emails about
  transactions appearing after the action exists.

Dedup keys on the DB row id, not provider identity, so a re-ingested
transaction (new id) may re-notify; accepted as benign.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Add view transactions link to rule notification digest email

Include a "View transactions" CTA (APP_DOMAIN/transactions) in both the
HTML and text versions of the rule notification digest email.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Address review feedback on rule email notifications

- Restrict digest delivery to family admins only (drop non-admin fallback)
- Make NotificationDelivery.record_for return only inserted ids and enqueue
  off that result, preventing duplicate digests under concurrent rule runs
- Seed the notification baseline when an existing action is changed to
  send_email_notification, so historical matches are not emailed
- Strengthen tests: assert the transactions CTA/link in the digest and the
  enqueued job's transaction-id args

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Include super_admin owner as rule digest recipient

The admin-only recipient lookup used find_by(role: :admin), which excluded
super_admin owners. A self-hosted family is commonly a single super_admin, so
the digest was silently skipped (NullMail no-op) and no email was sent.

Match the recipient on %w[admin super_admin] (the same pattern used elsewhere,
and consistent with User#admin?), while still excluding regular members/guests.
Add tests for the super_admin recipient and the no-admin skip path.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Add mixed-role digest recipient test

Cover the case where a family has both an admin and a super_admin. The recipient
lookup uses find_by(role: %w[admin super_admin]) with no ORDER BY, so which one
is returned is non-deterministic; the contract is only that the recipient is an
admin-level user (never a member). Assert recipient.admin? rather than a brittle
precedence between the two roles.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Deliver rule digest via deliver_later and order in DB

Use deliver_later so a slow/flaky SMTP connection doesn't tie up the
Sidekiq worker, and push the entry-date sort into the query instead of
materializing and sorting the result set in Ruby.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Replace raw hex colors with email-safe design tokens in digest template

The rule digest email hardcoded Tailwind slate-100/200 hex values for
table borders, which aren't part of this project's design system.
Resolve to the actual border-primary/border-secondary token values and
centralize them as a reusable .email-table class in the mailer layout.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 23:00:18 +02:00

44 lines
1.5 KiB
Ruby

class Rule::Registry::TransactionResource < Rule::Registry
def resource_scope
family.transactions.visible.with_entry.merge(Entry.excluding_split_parents).where(entry: { date: rule.effective_date.. })
end
def condition_filters
[
Rule::ConditionFilter::TransactionName.new(rule),
Rule::ConditionFilter::TransactionAmount.new(rule),
Rule::ConditionFilter::TransactionType.new(rule),
Rule::ConditionFilter::TransactionMerchant.new(rule),
Rule::ConditionFilter::TransactionCategory.new(rule),
Rule::ConditionFilter::TransactionDetails.new(rule),
Rule::ConditionFilter::TransactionNotes.new(rule),
Rule::ConditionFilter::TransactionAccount.new(rule)
]
end
def action_executors
enabled_executors = [
Rule::ActionExecutor::SetTransactionCategory.new(rule),
Rule::ActionExecutor::SetTransactionTags.new(rule),
Rule::ActionExecutor::SetTransactionMerchant.new(rule),
Rule::ActionExecutor::SetTransactionName.new(rule),
Rule::ActionExecutor::SetInvestmentActivityLabel.new(rule),
Rule::ActionExecutor::ExcludeTransaction.new(rule),
Rule::ActionExecutor::SetAsTransferOrPayment.new(rule),
Rule::ActionExecutor::SendEmailNotification.new(rule)
]
if ai_enabled?
enabled_executors << Rule::ActionExecutor::AutoCategorize.new(rule)
enabled_executors << Rule::ActionExecutor::AutoDetectMerchants.new(rule)
end
enabled_executors
end
private
def ai_enabled?
Provider::Registry.get_provider(:openai).present?
end
end