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Code Issues Releases Activity Actions 1

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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152 changed files with 4502 additions and 612 deletions
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18
app/helpers/application_helper.rb
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@ -27,24 +27,10 @@ module ApplicationHelper
content_for(:header_description) { page_description }
end
def family_notifications_stream
turbo_stream_from [ Current.family, :notifications ] if Current.family
end
def family_stream
turbo_stream_from Current.family if Current.family
end
def render_flash_notifications
notifications = flash.flat_map do |type, message_or_messages|
Array(message_or_messages).map do |message|
render partial: "shared/notification", locals: { type: type, message: message }
end
end
safe_join(notifications)
end
##
# Helper to open a centered and overlayed modal with custom contents
#
@ -53,9 +39,9 @@ module ApplicationHelper
# <div>Content here</div>
# <% end %>
#
def modal(options = {}, &block)
def modal(reload_on_close: false, overflow_visible: false, &block)
content = capture &block
render partial: "shared/modal", locals: { content:, classes: options[:classes] }
render partial: "shared/modal", locals: { content:, reload_on_close:, overflow_visible: }
end
##