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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
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience (#1506)
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* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
2024-11-27 16:01:50 -05:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299)
* chore: add formatting and linting for javascript code relates to #1295

* use spaces instaed

* add to recommended extensions

* only enforce lint

* auto save
2024-10-14 17:09:27 -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
Sriram
d3b326d273
Make new account modal close as clickable button (#492)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 12:25:36 -05:00
Rob Zolkos
10399df3d0
Fix height of modal during account creation steps (#418)
* Don't reopen an already open modal

* Avoid changing height of modal during wizard steps
2024-02-09 19:21:19 -06:00
Josh Pigford
4761619870
New Add Account UI
* Add Lucide gem (#364)

* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip

* feat: add lucide gem

* Add reusable modal (#362)

* Remove unused form

* Add reusable modal

* Prelim styling

* Add instructions

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>

* Add keyboard navigation to new account selector (#375)

* New account menu (#372)

* New account menu

* Styling tweaks

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Entry method links (#376)

* Initial add account form (#378)

* Initial add account form

* Unused

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
2024-02-08 10:46:05 -06:00