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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
..
channels/application_cable Initial commit 2024-02-02 09:05:04 -06:00
controllers Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
fixtures Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
helpers Rework account views and addition flow (#1324) 2024-10-18 14:37:42 -04:00
interfaces Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
jobs Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
lib Data provider simplification, tests, and documentation (#1997) 2025-03-17 11:54:53 -04:00
mailers Allow users to update their email address (#1745) 2025-01-31 11:29:49 -06:00
models Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
support Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
system Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
vcr_cassettes Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
application_system_test_case.rb Chromium E2E test fixes (#2108) 2025-04-14 08:41:49 -04:00
i18n_test.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
test_helper.rb Chromium E2E test fixes (#2108) 2025-04-14 08:41:49 -04:00