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

app/views/rule/actions/_action.html.erb

@@ -0,0 +1,27 @@
+<%# locals: (form:) %>
+
+<% action = form.object %>
+<% rule = action.rule %>
+<% needs_value = action.executor.type == "select" %>
+
+<li data-controller="rule--actions" data-rule--actions-action-executors-value="<%= rule.action_executors.to_json %>" class="flex items-center gap-3">
+  <%= form.hidden_field :_destroy, value: false, data: { rule__actions_target: "destroyField" } %>
+
+  <div class="grow flex gap-2 items-center h-full">
+    <div class="grow">
+      <%= form.select :action_type, rule.action_executors.map { |executor| [ executor.label, executor.key ] }, {}, data: { action: "rule--actions#handleActionTypeChange" } %>
+    </div>
+
+    <%= tag.div class: class_names("min-w-1/2 flex items-center gap-2", "hidden" => !needs_value), 
+                data: { rule__actions_target: "actionValue" } do %>
+      <span class="font-medium uppercase text-xs">to</span>
+      <%= form.select :value, action.options || [], {}, disabled: !needs_value %>
+    <% end %>
+  </div>
+
+  <button type="button"
+          data-action="rule--actions#remove"
+          data-rule--actions-destroy-param="<%= action.persisted? %>">
+    <%= icon("trash-2", color: "gray", size: "sm") %>
+  </button>
+</li>

app/views/rule/conditions/_condition.html.erb

@@ -0,0 +1,40 @@
+<%# locals: (form:, show_prefix: true) %>
+
+<% condition = form.object %>
+<% rule = condition.rule %>
+
+<li data-controller="rule--conditions" data-rule--conditions-condition-filters-value="<%= rule.condition_filters.to_json %>" class="flex items-center gap-3">
+  <% if form.index.to_i > 0 && show_prefix %>
+    <div class="pl-4">
+      <span class="font-medium uppercase text-xs">and</span>
+    </div>
+  <% end %>
+
+  <div class="grow flex gap-2 items-center h-full">
+    <%= form.hidden_field :_destroy, value: false, data: { rule__conditions_target: "destroyField" } %>
+
+    <div class="w-2/5 shrink-0">
+      <%= form.select :condition_type, rule.condition_filters.map { |filter| [ filter.label, filter.key ] }, {}, data: { action: "rule--conditions#handleConditionTypeChange" } %>
+    </div>
+
+    <%= form.select :operator, condition.operators, { container_class: "w-fit min-w-36" }, data: { rule__conditions_target: "operatorSelect" } %>
+
+    <div data-rule--conditions-target="filterValue" class="grow">
+      <% if condition.filter.type == "select" %>
+        <%= form.select :value, condition.options, {} %>
+      <% else %>
+        <% if condition.filter.type == "number" %>
+          <%= form.number_field :value, placeholder: "10", step: 0.01 %>
+        <% else %>
+          <%= form.text_field :value, placeholder: "Enter a value" %>
+        <% end %>
+      <% end %>
+    </div>
+  </div>
+
+  <button type="button"
+          data-action="rule--conditions#remove"
+          data-rule--conditions-destroy-param="<%= condition.persisted? %>">
+    <%= icon("trash-2", color: "gray", size: "sm") %>
+  </button>
+</li>

app/views/rule/conditions/_condition_group.html.erb

@@ -0,0 +1,44 @@
+<%# locals: (form:) %>
+
+<% condition = form.object %>
+<% rule = condition.rule %>
+
+<li data-controller="rule--conditions element-removal" class="border border-alpha-black-100 rounded-md p-4 space-y-3">
+
+  <%= form.hidden_field :condition_type, value: "compound" %>
+
+  <div class="flex items-center justify-between gap-2">
+    <div class="flex items-center gap-2">
+      <% unless form.index == 0 %>
+        <div class="pl-2">
+          <span class="font-medium uppercase text-xs">and</span>
+        </div>
+      <% end %>
+      <p class="text-sm text-secondary">match</p>
+      <%= form.select :operator, [["all", "and"], ["any", "or"]], { container_class: "w-fit" }, data: { rules_target: "operatorField" } %>
+      <p class="text-sm text-secondary">of the following conditions</p>
+    </div>
+
+    <button type="button" data-action="element-removal#remove">
+      <%= icon("trash-2", color: "gray", size: "sm") %>
+    </button>
+  </div>
+
+  <%# Sub-condition template, used by Stimulus controller to add new sub-conditions dynamically %>
+  <template data-rule--conditions-target="subConditionTemplate">
+    <%= form.fields_for :sub_conditions, Rule::Condition.new(parent: condition, condition_type: rule.condition_filters.first.key), child_index: "IDX_PLACEHOLDER" do |scf| %>
+      <%= render "rule/conditions/condition", form: scf %>
+    <% end %>
+  </template>
+
+  <ul data-rule--conditions-target="subConditionsList" class="space-y-3">
+    <%= form.fields_for :sub_conditions do |scf| %>
+      <%= render "rule/conditions/condition", form: scf, show_prefix: false %>
+    <% end %>
+  </ul>
+
+  <button type="button" class="btn btn--ghost" data-action="rule--conditions#addSubCondition">
+    <%= icon("plus", color: "gray", size: "sm") %>
+    <span>Add condition</span>
+  </button>
+</li>