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Maybe/app/controllers/valuations_controller.rb

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class ValuationsController < ApplicationController
include EntryableResource
def create
account = Current.family.accounts.find(params.dig(:entry, :account_id))
@entry = account.entries.new(entry_params.merge(entryable: Valuation.new))
if @entry.save
@entry.sync_account_later
flash[:notice] = "Balance created"
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account) }
format.turbo_stream { stream_redirect_back_or_to(account_path(@entry.account)) }
end
else
render :new, status: :unprocessable_entity
end
end
def update
if @entry.update(entry_params)
@entry.sync_account_later
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: "Balance updated" }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
dom_id(@entry, :header),
partial: "valuations/header",
locals: { entry: @entry }
),
turbo_stream.replace(@entry)
]
end
end
else
render :show, status: :unprocessable_entity
end
end
private
def entry_params
params.require(:entry)
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
.permit(:name, :date, :amount, :currency, :notes)
end
end