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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
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152 changed files with 4502 additions and 612 deletions
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@ -80,6 +80,7 @@ class PlaidItem < ApplicationRecord
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end
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def post_sync(sync)
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auto_match_categories!
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family.broadcast_refresh
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end
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@ -88,6 +89,36 @@ class PlaidItem < ApplicationRecord
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DestroyJob.perform_later(self)
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end
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def auto_match_categories!
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if family.categories.none?
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family.categories.bootstrap!
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end
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alias_matcher = build_category_alias_matcher(family.categories)
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accounts.each do |account|
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matchable_transactions = account.transactions
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.where(category_id: nil)
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.where.not(plaid_category: nil)
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.enrichable(:category_id)
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matchable_transactions.each do |transaction|
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category = alias_matcher.match(transaction.plaid_category_detailed)
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if category.present?
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PlaidItem.transaction do
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transaction.log_enrichment!(
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attribute_name: "category_id",
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attribute_value: category.id,
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source: "plaid"
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)
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transaction.set_category!(category)
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end
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end
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end
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end
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end
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private
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def fetch_and_load_plaid_data
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data = {}
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