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

config/locales/views/categories/en.yml

@@ -15,7 +15,7 @@ en:
     form:
       placeholder: Category name
     index:
-      bootstrap: Use default categories
+      bootstrap: Use defaults (recommended)
       categories: Categories
       categories_expenses: Expense categories
       categories_incomes: Income categories

config/locales/views/merchants/en.yml

@@ -1,6 +1,6 @@
 ---
 en:
-  merchants:
+  family_merchants:
     create:
       error: 'Error creating merchant: %{error}'
       success: New merchant created successfully

config/locales/views/settings/en.yml

@@ -7,16 +7,9 @@ en:
         subscription_subtitle: Update your subscription and billing details
         subscription_title: Manage subscription
     preferences:
-      data_enrichment_settings:
-        description: Let Maybe auto-categorize, name, and add merchant data to your
-          transactions on each sync.  All enrichment is done in English.
-        self_host_disclaimer: This will incur Synth API credits.
-        title: Transaction enrichment (English only)
       show:
         country: Country
         currency: Currency
-        data: Data enrichment
-        data_subtitle: Enable data enrichment for your accounts
         date_format: Date format
         general_subtitle: Configure your preferences
         general_title: General

config/routes.rb

@@ -32,6 +32,7 @@ Rails.application.routes.draw do
 
   resources :users, only: %i[update destroy] do
     delete :reset, on: :member
+    patch :rule_prompt_settings, on: :member
   end
 
   resource :onboarding, only: :show do
@@ -67,6 +68,7 @@ Rails.application.routes.draw do
     resources :deletions, only: %i[new create], module: :category
 
     post :bootstrap, on: :collection
+    delete :destroy_all, on: :collection
   end
 
   resources :budgets, only: %i[index show edit update], param: :month_year do
@@ -75,7 +77,7 @@ Rails.application.routes.draw do
     resources :budget_categories, only: %i[index show update]
   end
 
-  resources :merchants, only: %i[index new create edit update destroy]
+  resources :family_merchants, only: %i[index new create edit update destroy]
 
   resources :transfers, only: %i[new create destroy show update]
 
@@ -135,6 +137,17 @@ Rails.application.routes.draw do
     end
   end
 
+  resources :rules, except: :show do
+    member do
+      get :confirm
+      post :apply
+    end
+
+    collection do
+      delete :destroy_all
+    end
+  end
+
   # Convenience routes for polymorphic paths
   # Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
   direct :account do |model, options|