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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
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"text": "{\"merchants\":[{\"transaction_id\":\"1\",\"business_name\":\"McDonald's\",\"business_url\":\"mcdonalds.com\"},{\"transaction_id\":\"2\",\"business_name\":null,\"business_url\":null},{\"transaction_id\":\"3\",\"business_name\":\"Walmart\",\"business_url\":\"walmart.com\"},{\"transaction_id\":\"4\",\"business_name\":\"Amazon\",\"business_url\":\"amazon.com\"},{\"transaction_id\":\"5\",\"business_name\":null,\"business_url\":null},{\"transaction_id\":\"6\",\"business_name\":null,\"business_url\":null},{\"transaction_id\":\"7\",\"business_name\":\"Shooters\",\"business_url\":null},{\"transaction_id\":\"8\",\"business_name\":\"Microsoft\",\"business_url\":\"microsoft.com\"}]}"
|
||||
}
|
||||
],
|
||||
"role": "assistant"
|
||||
}
|
||||
],
|
||||
"parallel_tool_calls": true,
|
||||
"previous_response_id": null,
|
||||
"reasoning": {
|
||||
"effort": null,
|
||||
"summary": null
|
||||
},
|
||||
"store": true,
|
||||
"temperature": 1.0,
|
||||
"text": {
|
||||
"format": {
|
||||
"type": "json_schema",
|
||||
"description": null,
|
||||
"name": "auto_detect_personal_finance_merchants",
|
||||
"schema": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"merchants": {
|
||||
"type": "array",
|
||||
"description": "An array of auto-detected merchant businesses for each transaction",
|
||||
"items": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"transaction_id": {
|
||||
"type": "string",
|
||||
"description": "The internal ID of the original transaction",
|
||||
"enum": [
|
||||
"1",
|
||||
"2",
|
||||
"3",
|
||||
"4",
|
||||
"5",
|
||||
"6",
|
||||
"7",
|
||||
"8"
|
||||
]
|
||||
},
|
||||
"business_name": {
|
||||
"type": [
|
||||
"string",
|
||||
"null"
|
||||
],
|
||||
"description": "The detected business name of the transaction, or `null` if uncertain"
|
||||
},
|
||||
"business_url": {
|
||||
"type": [
|
||||
"string",
|
||||
"null"
|
||||
],
|
||||
"description": "The URL of the detected business, or `null` if uncertain"
|
||||
}
|
||||
},
|
||||
"required": [
|
||||
"transaction_id",
|
||||
"business_name",
|
||||
"business_url"
|
||||
],
|
||||
"additionalProperties": false
|
||||
}
|
||||
}
|
||||
},
|
||||
"required": [
|
||||
"merchants"
|
||||
],
|
||||
"additionalProperties": false
|
||||
},
|
||||
"strict": true
|
||||
}
|
||||
},
|
||||
"tool_choice": "auto",
|
||||
"tools": [],
|
||||
"top_p": 1.0,
|
||||
"truncation": "disabled",
|
||||
"usage": {
|
||||
"input_tokens": 635,
|
||||
"input_tokens_details": {
|
||||
"cached_tokens": 0
|
||||
},
|
||||
"output_tokens": 140,
|
||||
"output_tokens_details": {
|
||||
"reasoning_tokens": 0
|
||||
},
|
||||
"total_tokens": 775
|
||||
},
|
||||
"user": null,
|
||||
"metadata": {}
|
||||
}
|
||||
recorded_at: Wed, 16 Apr 2025 15:41:50 GMT
|
||||
recorded_with: VCR 6.3.1
|
||||
Loading…
Add table
Add a link
Reference in a new issue