mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-18 20:59:39 +02:00
* 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
92 lines
2.4 KiB
Ruby
92 lines
2.4 KiB
Ruby
class CategoriesController < ApplicationController
|
|
before_action :set_category, only: %i[edit update destroy]
|
|
before_action :set_categories, only: %i[update edit]
|
|
before_action :set_transaction, only: :create
|
|
|
|
def index
|
|
@categories = Current.family.categories.alphabetically
|
|
|
|
render layout: "settings"
|
|
end
|
|
|
|
def new
|
|
@category = Current.family.categories.new color: Category::COLORS.sample
|
|
set_categories
|
|
end
|
|
|
|
def create
|
|
@category = Current.family.categories.new(category_params)
|
|
|
|
if @category.save
|
|
@transaction.update(category_id: @category.id) if @transaction
|
|
|
|
flash[:notice] = t(".success")
|
|
|
|
redirect_target_url = request.referer || categories_path
|
|
respond_to do |format|
|
|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
|
|
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
|
|
end
|
|
else
|
|
set_categories
|
|
render :new, status: :unprocessable_entity
|
|
end
|
|
end
|
|
|
|
def edit
|
|
end
|
|
|
|
def update
|
|
if @category.update(category_params)
|
|
flash[:notice] = t(".success")
|
|
|
|
redirect_target_url = request.referer || categories_path
|
|
respond_to do |format|
|
|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
|
|
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
|
|
end
|
|
else
|
|
render :edit, status: :unprocessable_entity
|
|
end
|
|
end
|
|
|
|
def destroy
|
|
@category.destroy
|
|
|
|
redirect_back_or_to categories_path, notice: t(".success")
|
|
end
|
|
|
|
def destroy_all
|
|
Current.family.categories.destroy_all
|
|
redirect_back_or_to categories_path, notice: "All categories deleted"
|
|
end
|
|
|
|
def bootstrap
|
|
Current.family.categories.bootstrap!
|
|
|
|
redirect_back_or_to categories_path, notice: t(".success")
|
|
end
|
|
|
|
private
|
|
def set_category
|
|
@category = Current.family.categories.find(params[:id])
|
|
end
|
|
|
|
def set_categories
|
|
@categories = unless @category.parent?
|
|
Current.family.categories.alphabetically.roots.where.not(id: @category.id)
|
|
else
|
|
[]
|
|
end
|
|
end
|
|
|
|
def set_transaction
|
|
if params[:transaction_id].present?
|
|
@transaction = Current.family.transactions.find(params[:transaction_id])
|
|
end
|
|
end
|
|
|
|
def category_params
|
|
params.require(:category).permit(:name, :color, :parent_id, :classification, :lucide_icon)
|
|
end
|
|
end
|