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