1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-08 06:55:21 +02:00

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 2025-04-18 11:39:58 -04:00 committed by GitHub
parent 8edd7ecef0
commit 297a695d0f
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
152 changed files with 4502 additions and 612 deletions

View file

@ -1,24 +0,0 @@
<%# locals: (user:) %>
<div class="space-y-4">
<div class="flex items-center justify-between">
<div class="space-y-1">
<p class="text-sm"><%= t(".title") %></p>
<p class="text-secondary text-sm"><%= t(".description") %></p>
<% if self_hosted? %>
<p class="text-xs italic text-secondary"><%= t(".self_host_disclaimer") %></p>
<% end %>
</div>
<%= styled_form_with model: user,
data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value": "blur" } do |form| %>
<div class="relative inline-block select-none">
<%= form.hidden_field :redirect_to, value: "preferences" %>
<%= form.fields_for :family do |family_form| %>
<%= family_form.check_box :data_enrichment_enabled, class: "sr-only peer", "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "input" %>
<%= family_form.label :data_enrichment_enabled, "&nbsp;".html_safe, class: "switch" %>
<% end %>
</div>
<% end %>
</div>
</div>

View file

@ -41,10 +41,6 @@
</div>
<% end %>
<%= settings_section title: t(".data"), subtitle: t(".data_subtitle") do %>
<%= render "settings/preferences/data_enrichment_settings", user: @user %>
<% end %>
<%= settings_section title: t(".theme_title"), subtitle: t(".theme_subtitle") do %>
<div>
<%= 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| %>