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Maybe/app/controllers/valuations_controller.rb
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

49 lines
1.3 KiB
Ruby

class ValuationsController < ApplicationController
include EntryableResource
def create
account = Current.family.accounts.find(params.dig(:entry, :account_id))
@entry = account.entries.new(entry_params.merge(entryable: Valuation.new))
if @entry.save
@entry.sync_account_later
flash[:notice] = "Balance created"
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account) }
format.turbo_stream { stream_redirect_back_or_to(account_path(@entry.account)) }
end
else
render :new, status: :unprocessable_entity
end
end
def update
if @entry.update(entry_params)
@entry.sync_account_later
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: "Balance updated" }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
dom_id(@entry, :header),
partial: "valuations/header",
locals: { entry: @entry }
),
turbo_stream.replace(@entry)
]
end
end
else
render :show, status: :unprocessable_entity
end
end
private
def entry_params
params.require(:entry)
.permit(:name, :date, :amount, :currency, :notes)
end
end