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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
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* 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:
parent
8edd7ecef0
commit
297a695d0f
152 changed files with 4502 additions and 612 deletions
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@ -1,5 +1,5 @@
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class Entry < ApplicationRecord
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include Monetizable
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include Monetizable, Enrichable
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monetize :amount
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@ -34,6 +34,15 @@ class Entry < ApplicationRecord
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)
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}
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def classification
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amount.negative? ? "income" : "expense"
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end
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def lock_saved_attributes!
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super
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entryable.lock_saved_attributes!
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end
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def sync_account_later
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sync_start_date = [ date_previously_was, date ].compact.min unless destroyed?
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account.sync_later(start_date: sync_start_date)
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@ -47,10 +56,6 @@ class Entry < ApplicationRecord
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Balance::TrendCalculator.new(self, entries, balances).trend
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end
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def display_name
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enriched_name.presence || name
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end
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class << self
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def search(params)
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EntrySearch.new(params).build_query(all)
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@ -78,6 +83,9 @@ class Entry < ApplicationRecord
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all.each do |entry|
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bulk_attributes[:entryable_attributes][:id] = entry.entryable_id if bulk_attributes[:entryable_attributes].present?
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entry.update! bulk_attributes
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entry.lock_saved_attributes!
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entry.entryable.lock!(:tag_ids) if entry.transaction? && entry.transaction.tags.any?
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end
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end
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