1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-02 20:15:22 +02:00

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
This commit is contained in:
Zach Gollwitzer 2025-04-18 11:39:58 -04:00 committed by GitHub
parent 8edd7ecef0
commit 297a695d0f
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
152 changed files with 4502 additions and 612 deletions

View file

@ -159,38 +159,9 @@ class Provider::Synth < Provider
end
end
# ================================
# Transactions
# ================================
def enrich_transaction(description, amount: nil, date: nil, city: nil, state: nil, country: nil)
with_provider_response do
params = {
description: description,
amount: amount,
date: date,
city: city,
state: state,
country: country
}.compact
response = client.get("#{base_url}/enrich", params)
parsed = JSON.parse(response.body)
TransactionEnrichmentData.new(
name: parsed.dig("merchant"),
icon_url: parsed.dig("icon"),
category: parsed.dig("category")
)
end
end
private
attr_reader :api_key
TransactionEnrichmentData = Data.define(:name, :icon_url, :category)
def base_url
ENV["SYNTH_URL"] || "https://api.synthfinance.com"
end