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https://github.com/maybe-finance/maybe.git
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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:
Zach Gollwitzer
GitHub
parent
8edd7ecef0
commit
297a695d0f
152 changed files with 4502 additions and 612 deletions
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@ -61,7 +61,10 @@
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: merchants_path, icon: "store" %>
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<%= render "settings/settings_nav_item", name: "Rules", path: rules_path, icon: "git-branch" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
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</li>
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</ul>
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</section>
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@ -87,72 +90,63 @@
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</section>
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</nav>
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<nav class="space-y-4 overflow-y-auto md:hidden" id="mobile-settings-nav" data-preserve-scroll data-controller="preserve-scroll">
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<ul class="flex space-y-1">
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<ul class="flex space-y-1">
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<li>
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<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
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</li>
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<% if self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".profile_label"), path: settings_profile_path, icon: "circle-user" %>
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<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
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</li>
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<% end %>
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<% unless self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".security_label"), path: settings_security_path, icon: "shield-check" %>
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</li>
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<% if self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".self_hosting_label"), path: settings_hosting_path, icon: "database" %>
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</li>
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<% end %>
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<% unless self_hosted? %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
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</li>
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<% end %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: merchants_path, icon: "store" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
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<%= render "settings/settings_nav_item", name: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign" %>
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</li>
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<% end %>
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<li>
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<%= render "settings/settings_nav_item", name: t(".accounts_label"), path: accounts_path, icon: "layers" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".imports_label"), path: imports_path, icon: "download" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".tags_label"), path: tags_path, icon: "tags" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".categories_label"), path: categories_path, icon: "shapes" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".merchants_label"), path: family_merchants_path, icon: "store" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".whats_new_label"), path: changelog_path, icon: "box" %>
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</li>
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<li>
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<%= render "settings/settings_nav_item", name: t(".feedback_label"), path: feedback_path, icon: "megaphone" %>
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</li>
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<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 btn btn--ghost text-destructive w-full" do %>
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<%= lucide_icon("log-out", class: "w-5 h-5 shrink-0") %>
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<span><%= t(".logout") %></span>
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<% end %>
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</ul>
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</ul>
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</nav>
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</div>
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@ -1,24 +0,0 @@
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<%# locals: (user:) %>
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<div class="space-y-4">
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<div class="flex items-center justify-between">
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<div class="space-y-1">
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<p class="text-sm"><%= t(".title") %></p>
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<p class="text-secondary text-sm"><%= t(".description") %></p>
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<% if self_hosted? %>
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<p class="text-xs italic text-secondary"><%= t(".self_host_disclaimer") %></p>
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<% end %>
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</div>
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<%= styled_form_with model: user,
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data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value": "blur" } do |form| %>
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<div class="relative inline-block select-none">
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<%= form.hidden_field :redirect_to, value: "preferences" %>
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<%= form.fields_for :family do |family_form| %>
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<%= family_form.check_box :data_enrichment_enabled, class: "sr-only peer", "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "input" %>
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<%= family_form.label :data_enrichment_enabled, " ".html_safe, class: "switch" %>
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<% end %>
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</div>
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<% end %>
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</div>
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</div>
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@ -41,10 +41,6 @@
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</div>
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<% end %>
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<%= settings_section title: t(".data"), subtitle: t(".data_subtitle") do %>
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<%= render "settings/preferences/data_enrichment_settings", user: @user %>
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<% end %>
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<%= settings_section title: t(".theme_title"), subtitle: t(".theme_subtitle") do %>
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<div>
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<%= styled_form_with model: @user, class: "flex flex-col md:flex-row justify-between items-center gap-4", data: { controller: "auto-submit-form" } do |form| %>
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