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Code Issues Releases Activity Actions

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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7
app/views/layouts/shared/_htmldoc.html.erb
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@ -6,17 +6,18 @@
</head>
<body class="h-screen overflow-hidden lg:overflow-auto antialiased h-screen-safe ">
<div class="fixed z-50 top-6 md:top-auto md:bottom-6 md:left-24 w-full md:w-80 mx-auto md:mx-0 md:right-auto mt-safe">
<div class="fixed z-50 top-6 md:top-4 md:left-1/2 -translate-x-1/2 w-full md:w-80 mx-auto md:mx-0 md:right-auto mt-safe">
<div id="notification-tray" class="space-y-1 w-full">
<%= render_flash_notifications %>
<div id="cta"></div>
<% if Current.family&.syncing? %>
<%= render "shared/syncing_notice" %>
<% render "shared/notifications/loading", id: "syncing-notice", message: "Syncing accounts data..." %>
<% end %>
</div>
</div>
<%= family_notifications_stream %>
<%= family_stream %>
<%= turbo_frame_tag "modal" %>