diff --git a/.cursor/rules/project-design.mdc b/.cursor/rules/project-design.mdc
index 41fa2210..75f09a9c 100644
--- a/.cursor/rules/project-design.mdc
+++ b/.cursor/rules/project-design.mdc
@@ -116,7 +116,7 @@ The most important type of sync is the account sync. It is orchestrated by the
- Auto-matches transfer records for the account
- Calculates daily [balance.rb](mdc:app/models/account/balance.rb) records for the account from `account.start_date` to `Date.current` using [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb)
- Balances are dependent on the calculation of [holding.rb](mdc:app/models/account/holding.rb), which uses [base_calculator.rb](mdc:app/models/account/holding/base_calculator.rb)
-- Enriches transaction data if enabled by user
+- Updates data according to rules created by user
An account sync happens every time an [entry.rb](mdc:app/models/account/entry.rb) is updated.
diff --git a/app/controllers/users_controller.rb b/app/controllers/users_controller.rb
index 2b146864..66ff65cc 100644
--- a/app/controllers/users_controller.rb
+++ b/app/controllers/users_controller.rb
@@ -75,7 +75,7 @@ class UsersController < ApplicationController
def user_params
params.require(:user).permit(
:first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar, :default_period, :show_ai_sidebar, :ai_enabled,
- family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id, :data_enrichment_enabled ]
+ family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id ]
)
end
diff --git a/app/jobs/enrich_transaction_batch_job.rb b/app/jobs/enrich_transaction_batch_job.rb
deleted file mode 100644
index 71aac720..00000000
--- a/app/jobs/enrich_transaction_batch_job.rb
+++ /dev/null
@@ -1,7 +0,0 @@
-class EnrichTransactionBatchJob < ApplicationJob
- queue_as :low_priority
-
- def perform(account, batch_size = 100, offset = 0)
- account.enrich_transaction_batch(batch_size, offset)
- end
-end
diff --git a/app/models/account.rb b/app/models/account.rb
index 5e1383e4..28cd4e0c 100644
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -1,5 +1,5 @@
class Account < ApplicationRecord
- include Syncable, Monetizable, Chartable, Enrichable, Linkable, Convertible
+ include Syncable, Monetizable, Chartable, Linkable, Convertible
validates :name, :balance, :currency, presence: true
@@ -78,11 +78,6 @@ class Account < ApplicationRecord
Rails.logger.info("Processing balances (#{linked? ? 'reverse' : 'forward'})")
sync_balances
-
- if enrichable?
- Rails.logger.info("Enriching transaction data")
- enrich_data
- end
end
def post_sync
diff --git a/app/models/demo/generator.rb b/app/models/demo/generator.rb
index 9d62e684..a6418c03 100644
--- a/app/models/demo/generator.rb
+++ b/app/models/demo/generator.rb
@@ -152,7 +152,7 @@ class Demo::Generator
Security::Price.destroy_all
end
- def create_family_and_user!(family_name, user_email, data_enrichment_enabled: false, currency: "USD")
+ def create_family_and_user!(family_name, user_email, currency: "USD")
base_uuid = "d99e3c6e-d513-4452-8f24-dc263f8528c0"
id = Digest::UUID.uuid_v5(base_uuid, family_name)
@@ -161,7 +161,6 @@ class Demo::Generator
name: family_name,
currency: currency,
stripe_subscription_status: "active",
- data_enrichment_enabled: data_enrichment_enabled,
locale: "en",
country: "US",
timezone: "America/New_York",
diff --git a/app/models/provider/synth.rb b/app/models/provider/synth.rb
index e095d2be..ff75ff49 100644
--- a/app/models/provider/synth.rb
+++ b/app/models/provider/synth.rb
@@ -159,38 +159,9 @@ class Provider::Synth < Provider
end
end
- # ================================
- # Transactions
- # ================================
-
- def enrich_transaction(description, amount: nil, date: nil, city: nil, state: nil, country: nil)
- with_provider_response do
- params = {
- description: description,
- amount: amount,
- date: date,
- city: city,
- state: state,
- country: country
- }.compact
-
- response = client.get("#{base_url}/enrich", params)
-
- parsed = JSON.parse(response.body)
-
- TransactionEnrichmentData.new(
- name: parsed.dig("merchant"),
- icon_url: parsed.dig("icon"),
- category: parsed.dig("category")
- )
- end
- end
-
private
attr_reader :api_key
- TransactionEnrichmentData = Data.define(:name, :icon_url, :category)
-
def base_url
ENV["SYNTH_URL"] || "https://api.synthfinance.com"
end
diff --git a/app/views/settings/preferences/_data_enrichment_settings.html.erb b/app/views/settings/preferences/_data_enrichment_settings.html.erb
deleted file mode 100644
index bce47776..00000000
--- a/app/views/settings/preferences/_data_enrichment_settings.html.erb
+++ /dev/null
@@ -1,24 +0,0 @@
-<%# locals: (user:) %>
-
-
-
-
-
<%= t(".title") %>
-
<%= t(".description") %>
- <% if self_hosted? %>
-
<%= t(".self_host_disclaimer") %>
- <% end %>
-
-
- <%= styled_form_with model: user,
- data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value": "blur" } do |form| %>
-
- <%= form.hidden_field :redirect_to, value: "preferences" %>
- <%= form.fields_for :family do |family_form| %>
- <%= family_form.check_box :data_enrichment_enabled, class: "sr-only peer", "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "input" %>
- <%= family_form.label :data_enrichment_enabled, " ".html_safe, class: "switch" %>
- <% end %>
-
- <% end %>
-
-
<%= styled_form_with model: @user, class: "flex justify-between items-center" do |form| %>
diff --git a/config/locales/views/settings/en.yml b/config/locales/views/settings/en.yml
index 35c10f9b..049d2768 100644
--- a/config/locales/views/settings/en.yml
+++ b/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
diff --git a/test/models/provider/synth_test.rb b/test/models/provider/synth_test.rb
index b489d136..83b12d03 100644
--- a/test/models/provider/synth_test.rb
+++ b/test/models/provider/synth_test.rb
@@ -8,6 +8,9 @@ class Provider::SynthTest < ActiveSupport::TestCase
@subject = @synth = Provider::Synth.new(ENV["SYNTH_API_KEY"])
end
+ test "health check" do
+ VCR.use_cassette("synth/health") do
+ assert @synth.healthy?
test "health check" do
VCR.use_cassette("synth/health") do
assert @synth.healthy?
@@ -23,21 +26,4 @@ class Provider::SynthTest < ActiveSupport::TestCase
assert usage.plan.present?
end
end
-
- test "enriches transaction" do
- VCR.use_cassette("synth/transaction_enrich") do
- response = @synth.enrich_transaction(
- "UBER EATS",
- amount: 25.50,
- date: Date.iso8601("2025-03-16"),
- city: "San Francisco",
- state: "CA",
- country: "US"
- )
-
- data = response.data
- assert data.name.present?
- assert data.category.present?
- end
- end
end