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Maybe/app/views/rules/_rule.html.erb

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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
<%# locals: (rule:) %>
<div class="flex justify-between items-center gap-4 bg-white shadow-border-xs rounded-md p-4">
<div class="text-sm space-y-1.5">
<% if rule.conditions.any? %>
<p class="flex items-center flex-wrap gap-1.5">
<span class="px-2 py-1 border border-alpha-black-200 rounded-full">
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<% if rule.conditions.first.compound? %>
If <%= rule.conditions.first.sub_conditions.first.filter.label %> <%= rule.conditions.first.sub_conditions.first.operator %> <%= rule.conditions.first.sub_conditions.first.value_display %>
<% else %>
If <%= rule.conditions.first.filter.label %> <%= rule.conditions.first.operator %> <%= rule.conditions.first.value_display %>
<% end %>
</span>
<% if rule.conditions.count > 1 %>
and <%= rule.conditions.count - 1 %> more <%= rule.conditions.count - 1 == 1 ? "condition" : "conditions" %>
<% end %>
</p>
<% end %>
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
<p class="flex items-center flex-wrap gap-1.5">
<span class="px-2 py-1 border border-alpha-black-200 rounded-full">
<% if rule.actions.first.value && rule.actions.first.options %>
<%= rule.actions.first.executor.label %> to <%= rule.actions.first.value_display %>
<% else%>
<%= rule.actions.first.executor.label %>
<% end %>
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
</span>
<% if rule.actions.count > 1 %>
and <%= rule.actions.count - 1 %> more <%= rule.actions.count - 1 == 1 ? "action" : "actions" %>
<% end %>
</p>
<p class="flex items-center flex-wrap gap-1.5">
<% if rule.effective_date.nil? %>
To all past and future <%= rule.resource_type.pluralize %>
<% else %>
To all <%= rule.resource_type.pluralize %> on or after <%= rule.effective_date %>
<% end %>
</p>
</div>
<div class="flex items-center gap-4">
<%= render "shared/toggle_form", model: rule, attribute: :active %>
<%= contextual_menu icon: "more-vertical", id: "chat-menu" do %>
<%= contextual_menu_item "Edit", url: edit_rule_path(rule), icon: "pencil", turbo_frame: "modal" %>
<%= contextual_menu_item "Re-apply rule", url: confirm_rule_path(rule), turbo_frame: "modal", icon: "refresh-cw" %>
<% turbo_confirm = {
title: "Delete rule",
body: "Are you sure you want to delete this rule? Data affected by this rule will no longer be automatically updated. This action cannot be undone.",
accept: "Delete rule",
} %>
<%= contextual_menu_destructive_item "Delete", rule_path(rule), turbo_confirm: turbo_confirm %>
<% end %>
</div>
</div>