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