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Maybe/app/controllers/categories_controller.rb

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class CategoriesController < ApplicationController
before_action :set_category, only: %i[edit update destroy]
before_action :set_categories, only: %i[update edit]
before_action :set_transaction, only: :create
def index
@categories = Current.family.categories.alphabetically
render layout: "settings"
end
def new
@category = Current.family.categories.new color: Category::COLORS.sample
set_categories
end
def create
@category = Current.family.categories.new(category_params)
if @category.save
@transaction.update(category_id: @category.id) if @transaction
flash[:notice] = t(".success")
redirect_target_url = request.referer || categories_path
respond_to do |format|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
end
else
set_categories
render :new, status: :unprocessable_entity
end
end
def edit
end
def update
if @category.update(category_params)
flash[:notice] = t(".success")
redirect_target_url = request.referer || categories_path
respond_to do |format|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
end
else
render :edit, status: :unprocessable_entity
end
end
def destroy
@category.destroy
redirect_back_or_to categories_path, notice: t(".success")
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
def destroy_all
Current.family.categories.destroy_all
redirect_back_or_to categories_path, notice: "All categories deleted"
end
def bootstrap
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
Current.family.categories.bootstrap!
redirect_back_or_to categories_path, notice: t(".success")
end
private
def set_category
@category = Current.family.categories.find(params[:id])
end
def set_categories
@categories = unless @category.parent?
Current.family.categories.alphabetically.roots.where.not(id: @category.id)
else
[]
end
end
def set_transaction
if params[:transaction_id].present?
@transaction = Current.family.transactions.find(params[:transaction_id])
end
end
def category_params
params.require(:category).permit(:name, :color, :parent_id, :classification, :lucide_icon)
end
end