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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
.
* 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
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152 changed files with 4502 additions and 612 deletions
61
app/views/rules/index.html.erb
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61
app/views/rules/index.html.erb
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<header class="flex items-center justify-between">
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<h1 class="text-primary text-xl font-medium">Rules</h1>
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<% turbo_confirm = {
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title: "Delete all rules",
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body: "Are you sure you want to delete all rules? This action cannot be undone.",
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accept: "Delete all rules",
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} %>
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<div class="flex items-center gap-2">
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<% if @rules.any? %>
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<%= contextual_menu do %>
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<%= contextual_menu_destructive_item "Delete all rules", destroy_all_rules_path, turbo_confirm: turbo_confirm %>
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<% end %>
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<% end %>
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<%= link_to new_rule_path(resource_type: "transaction"), class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
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<%= lucide_icon "plus", class: "w-5 h-5" %>
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<p>New rule</p>
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<% end %>
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</div>
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</header>
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<% if self_hosted? %>
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<div class="flex items-center gap-2 mb-2 py-4">
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<%= lucide_icon("circle-alert", class: "w-4 h-4 text-secondary") %>
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<p class="text-sm text-secondary">
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AI-enabled rule actions will cost money. Be sure to filter as narrowly as possible to avoid unnecessary costs.
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</p>
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</div>
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<% end %>
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<div class="bg-white shadow-border-xs rounded-xl p-4">
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<% if @rules.any? %>
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<div class="rounded-xl bg-gray-25 space-y-1">
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<div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary uppercase">
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<p>Rules</p>
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<span class="text-subdued">·</span>
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<p><%= @rules.count %></p>
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</div>
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<div class="space-y-1 p-1">
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<%= render @rules %>
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</div>
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</div>
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<% else %>
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<div class="flex justify-center items-center py-20">
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<div class="text-center flex flex-col items-center max-w-[500px]">
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<p class="text-sm text-primary font-medium mb-1">No rules yet</p>
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<p class="text-sm text-secondary mb-4">Set up rules to perform actions to your transactions and other data on every account sync.</p>
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<div class="flex items-center gap-2">
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<%= link_to new_rule_path(resource_type: "transaction"), class: "btn btn--primary flex items-center gap-1", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<span>New rule</span>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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