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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
16
app/views/shared/notifications/_alert.html.erb
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16
app/views/shared/notifications/_alert.html.erb
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@ -0,0 +1,16 @@
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<%# locals: (message:) %>
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<%= tag.div class: "flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-lg",
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data: { controller: "element-removal" } do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-destructive">
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<%= lucide_icon "x", class: "w-3 h-3" %>
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</div>
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</div>
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<div class="ml-auto">
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<%= lucide_icon "x", data: { action: "click->element-removal#remove" }, class: "w-5 h-5 text-secondary hover:text-gray-600 cursor-pointer" %>
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</div>
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<% end %>
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20
app/views/shared/notifications/_cta.html.erb
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20
app/views/shared/notifications/_cta.html.erb
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@ -0,0 +1,20 @@
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<%# locals: (message:, description:) %>
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<div id="cta">
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<%= tag.div class: "relative flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-xs", data: { controller: "element-removal" } do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-success">
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<%= lucide_icon "check", class: "w-3 h-3" %>
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</div>
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</div>
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<div class="space-y-4">
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<div class="space-y-1">
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<%= tag.p description, class: "text-secondary text-sm" %>
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</div>
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<%= yield %>
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</div>
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<% end %>
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</div>
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9
app/views/shared/notifications/_loading.html.erb
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9
app/views/shared/notifications/_loading.html.erb
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@ -0,0 +1,9 @@
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<%# locals: (message:, id: nil) %>
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<%= tag.div id: id, class: "flex gap-3 rounded-lg bg-white p-4 group w-full shadow-border-xs" do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<%= lucide_icon "loader", class: "w-5 h-5 text-secondary animate-pulse" %>
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</div>
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<% end %>
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48
app/views/shared/notifications/_notice.html.erb
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48
app/views/shared/notifications/_notice.html.erb
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@ -0,0 +1,48 @@
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<%# locals: (message:, description: nil, cta: nil) %>
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<%= tag.div class: "relative flex gap-3 rounded-lg bg-white p-4 group max-w-80 shadow-border-xs",
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data: {
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controller: "element-removal",
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action: "animationend->element-removal#remove"
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} do %>
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<div class="h-5 w-5 shrink-0 p-px text-white">
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<div class="flex h-full items-center justify-center rounded-full bg-success">
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<%= lucide_icon "check", class: "w-3 h-3" %>
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</div>
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</div>
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<div class="space-y-4">
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<div class="space-y-1">
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<%= tag.p message, class: "text-primary text-sm font-medium" %>
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<% if description %>
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<%= tag.p description, class: "text-secondary text-sm" %>
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<% end %>
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</div>
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<% if cta %>
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<%= tag.div class:"flex gap-2 justify-end" do %>
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<%= tag.button cta[:decline][:label], class: "btn btn--secondary", data: { action: "click->element-removal#remove" } %>
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<%= tag.a cta[:accept][:label], href: cta[:accept][:href], class: "btn btn--primary" %>
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<% end %>
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<% end %>
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</div>
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<div class="ml-auto">
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<div class="h-5 shrink-0">
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<% unless cta %>
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<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0">
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<path d="M18 10C18 14.4183 14.4183 18 10 18C5.58172 18 2 14.4183 2 10C2 5.58172 5.58172 2 10 2C14.4183 2 18 5.58172 18 10ZM3.6 10C3.6 13.5346 6.46538 16.4 10 16.4C13.5346 16.4 16.4 13.5346 16.4 10C16.4 6.46538 13.5346 3.6 10 3.6C6.46538 3.6 3.6 6.46538 3.6 10Z" fill="#E5E5E5" />
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<circle class="origin-center -rotate-90 animate-stroke-fill" stroke="#141414" stroke-opacity="0.4" r="7.2" cx="10" cy="10" stroke-dasharray="43.9822971503" stroke-dashoffset="43.9822971503" />
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</svg>
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<% end %>
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</div>
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</div>
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<% unless cta %>
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<div class="absolute -top-2 -right-2">
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<%= lucide_icon "x", class: "w-5 h-5 p-0.5 hidden group-hover:inline-block border border-alpha-black-50 border-solid rounded-lg bg-white text-subdued cursor-pointer", data: { action: "click->element-removal#remove" } %>
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</div>
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<% end %>
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<% end %>
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