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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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29
app/views/messages/_chat_form.html.erb
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@ -4,25 +4,32 @@
<% model = chat && chat.persisted? ? [chat, Message.new] : Chat.new %>
<%= form_with model: model,
class: "flex items-center gap-2 bg-container p-2 rounded-full shadow-sm border border-gray-100 h-11",
class: "flex lg:flex-col gap-2 bg-container px-2 py-1.5 rounded-full lg:rounded-lg shadow-border-xs",
data: { chat_target: "form" } do |f| %>
<%# In the future, this will be a dropdown with different AI models %>
<%= f.hidden_field :ai_model, value: "gpt-4o" %>
<button type="button" class="flex-shrink-0 text-secondary p-1">
<%= lucide_icon("plus", class: "w-5 h-5") %>
</button>
<%= f.text_area :content, placeholder: "Ask anything ...", value: message_hint,
class: "w-full border-0 focus:ring-0 text-sm resize-none bg-transparent py-0",
class: "w-full border-0 focus:ring-0 text-sm resize-none px-1 bg-transparent",
data: { chat_target: "input", action: "input->chat#autoResize keydown->chat#handleInputKeyDown" },
rows: 1 %>
<button type="submit" class="flex-shrink-0 text-secondary bg-gray-50 rounded-full p-2">
<%= lucide_icon("arrow-up", class: "w-4 h-4") %>
</button>
<div class="flex items-center justify-between gap-1">
<div class="items-center gap-1 hidden lg:flex">
<%# These are disabled for now, but in the future, will all open specific menus with their own context and search %>
<% ["plus", "command", "at-sign", "mouse-pointer-click"].each do |icon| %>
<button type="button" title="Coming soon" class="cursor-not-allowed w-8 h-8 flex justify-center items-center hover:bg-surface-hover rounded-lg">
<%= icon(icon, color: "gray") %>
</button>
<% end %>
</div>
<button type="submit" class="w-8 h-8 flex justify-center items-center text-secondary hover:bg-surface-hover cursor-pointer rounded-lg">
<%= icon("arrow-up") %>
</button>
</div>
<% end %>
<p class="text-xs text-secondary mt-1">AI responses are informational only and are not financial advice.</p>
</div>
<p class="text-xs text-secondary">AI responses are informational only and are not financial advice.</p>
</div>