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Code Issues Releases Activity Actions

Transaction rules engine V1 (#1900)

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* 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 83dcbd9ff0.

* 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
This commit is contained in:
Zach Gollwitzer 2025-04-18 11:39:58 -04:00 • committed by GitHub
parent 8edd7ecef0
commit 297a695d0f
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GPG key ID: B5690EEEBB952194
152 changed files with 4502 additions and 612 deletions
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1
app/assets/tailwind/application.css
View file

@ -166,7 +166,6 @@
background: #a6a6a6;
}
}
/* The following Markdown CSS has been removed as requested */
.mt-safe {
margin-top: env(safe-area-inset-top);

22
app/assets/tailwind/maybe-design-system.css
View file

@ -217,6 +217,18 @@
--shadow-md: 0px 4px 8px -2px --alpha(var(--color-black) / 6%);
--shadow-lg: 0px 12px 16px -4px --alpha(var(--color-black) / 6%);
--shadow-xl: 0px 20px 24px -4px --alpha(var(--color-black) / 6%);
--animate-stroke-fill: stroke-fill 3s 300ms forwards;
@keyframes stroke-fill {
0% {
stroke-dashoffset: 43.9822971503;
}
100% {
stroke-dashoffset: 0;
}
}
}
/* Custom shadow borders used for surfaces / containers */
@ -504,7 +516,7 @@
@layer components {
/* Buttons */
.btn {
@apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer disabled:cursor-not-allowed focus:outline-gray-500;
@apply inline-flex items-center gap-2 px-3 py-2 rounded-lg text-sm font-medium cursor-pointer disabled:cursor-not-allowed focus:outline-gray-500;
@apply transition-all duration-300;
}
@ -548,6 +560,14 @@
}
}
.btn--outline-destructive {
@apply border border-red-500 text-red-500 hover:bg-gray-50;
@variant theme-dark {
@apply border-red-400 text-red-400 hover:button-bg-destructive-hover;
}
}
.btn--destructive {
@apply button-bg-destructive text-white hover:button-bg-destructive-hover disabled:button-bg-disabled disabled:hover:button-bg-disabled disabled:text-red-400;