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14 commits

Author SHA1 Message Date
Zach Gollwitzer
297a695d0f
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
2025-04-18 11:39:58 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management (#688)
* Singularize "transaction" in transaction-nested paths

* Refactor category badge partial

* Let modal content define its width

* Add contectual menu to transactions index

* Add null_category helper

* Implement category edits

* Fix inline transaction category badges

* Fix typos in system test paths

* Add missing translations

* Add decoration to color select controller

* Wire up transaction category creation

* Fix indent in color-select-controller

* Add button for clearing category from transaction

* Implement category deletions

* Fix existing modal sizes

* Use null_category in a single place

* Remove anemic method in category deletion controller

* reassign_and_destroy -> reassign_transactions_then_destroy

* Fix i18n

* Remove destroy action from CategoriesController callbacks

* transactions_merchant -> transaction_merchant

* reassign_transactions_then_destroy -> replace_and_destroy

* Add transaction category CRUD tests

* Add presence check for transaction_id

* Check replacement_category_id presence

* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Jakub Kottnauer
9549182462
Add Transaction Merchant management (#686)
* Add basid crud for merchant management

* Tweak UI and add localization

* Fix lint

* Add filtering by merchant

* Add tests

* Add stimulus controller to update avatar in merchant form

* Add line between merchant rows

* Change default merchant color

* Cleanup
2024-04-29 15:17:28 -04:00
Jose Farias
cd8d741fe1
Add transaction modal flow (#633)
* Add transaction modal flow

* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) (#601)
* Fix dropdown issues and add dummy transaction category modal

* Minor namings tweaks

* Add search type

* Use new menu controller

* Complete basic transaction category inline CRUD actions

* Fix lint error

---------

Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00
Thibaut Gorioux
b3c48d13e7
Filter transactions by category (#581)
* Add transaction filtering by category

* Link label to checkbox

* Keep the dropdown open when clicked to allow tab change

* Show the badge with color and name when filter is applied

* Reduce color height
2024-04-02 12:17:26 -04:00
Dave Corson-Knowles
e5750d1a13
Add presence validations for required fields (#545)
* Adds basic validations for required fields

Also deletes a few extraneous .keep files

Does not add the family_id required field for user, since that breaks the basic test setup

* Restore keep files to this branch

* Remove Credit model and validate models behind ids

* Restore concerns .keep
2024-03-15 15:21:59 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection (#541)
* Implement inline category selection

* Add turbo frame to refresh updated transaction

* Improve styles

* Fix category assignment

* Reorganize code

* Revert event propagation

* Remove unused frames

* Make only the transaction name clickable

* Add custom scrollbar class
2024-03-14 10:30:36 -04:00
Ciocanel Razvan
cca779d3c4
Feat transactions search (#532)
* gem: Add ransack gem

* feat: Implement transactions search
2024-03-11 08:51:16 -04:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories (#524)
* Add backend support for transaction categories

* Fix tests

* Localize default category names

* Add tests

* Remove category icon and set default color
2024-03-07 13:15:50 -05:00