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 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

app/models/demo/generator.rb

@@ -40,7 +40,7 @@ class Demo::Generator
         create_tags!(family)
         create_categories!(family)
         create_merchants!(family)
-
+        create_rules!(family)
         puts "tags, categories, merchants created for #{family_name}"
 
         create_credit_card_account!(family)
@@ -152,7 +152,7 @@ class Demo::Generator
       Security::Price.destroy_all
     end
 
-    def create_family_and_user!(family_name, user_email, data_enrichment_enabled: false, currency: "USD")
+    def create_family_and_user!(family_name, user_email, currency: "USD")
       base_uuid = "d99e3c6e-d513-4452-8f24-dc263f8528c0"
       id = Digest::UUID.uuid_v5(base_uuid, family_name)
 
@@ -161,7 +161,6 @@ class Demo::Generator
         name: family_name,
         currency: currency,
         stripe_subscription_status: "active",
-        data_enrichment_enabled: data_enrichment_enabled,
         locale: "en",
         country: "US",
         timezone: "America/New_York",
@@ -185,6 +184,20 @@ class Demo::Generator
         onboarded_at: Time.current
     end
 
+    def create_rules!(family)
+      family.rules.create!(
+        effective_date: 1.year.ago.to_date,
+        active: true,
+        resource_type: "transaction",
+        conditions: [
+          Rule::Condition.new(condition_type: "transaction_merchant", operator: "=", value: "Whole Foods")
+        ],
+        actions: [
+          Rule::Action.new(action_type: "set_transaction_category", value: "Groceries")
+        ]
+      )
+    end
+
     def create_tags!(family)
       [ "Trips", "Emergency Fund", "Demo Tag" ].each do |tag|
         family.tags.create!(name: tag)
@@ -192,7 +205,7 @@ class Demo::Generator
     end
 
     def create_categories!(family)
-      family.categories.bootstrap_defaults
+      family.categories.bootstrap!
 
       food = family.categories.find_by(name: "Food & Drink")
       family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, lucide_icon: "utensils", classification: "expense")
@@ -206,7 +219,7 @@ class Demo::Generator
                    "Uber", "Netflix", "Spotify", "Delta Airlines", "Airbnb", "Sephora" ]
 
       merchants.each do |merchant|
-        family.merchants.create!(name: merchant, color: COLORS.sample)
+        FamilyMerchant.create!(name: merchant, family: family, color: COLORS.sample)
       end
     end