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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 2025-04-18 11:39:58 -04:00 committed by GitHub
parent 8edd7ecef0
commit 297a695d0f
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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
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|