1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-23 07:09:39 +02:00
Maybe/app/javascript/controllers
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
..
rule Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
account_collapse_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
application.js Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
auto_submit_form_controller.js Fix budget allocation forms from resetting and clearing data on slow networks (#1804) 2025-02-05 09:09:38 -05:00
budget_form_controller.js Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
bulk_select_controller.js New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
category_controller.js Add new category flow (#1857) 2025-02-24 11:08:05 -05:00
chat_controller.js Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
clipboard_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
color_avatar_controller.js Add new category flow (#1857) 2025-02-24 11:08:05 -05:00
color_select_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
deletion_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
donut_chart_controller.js Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
element_removal_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
file_upload_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
focus_record_controller.js Preserve transaction filters and transaction focus across page visits (#1733) 2025-01-30 14:12:01 -05:00
hotkey_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
import_controller.js Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
index.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
list_filter_controller.js Dashboard design fixes (#1898) 2025-02-25 17:28:40 -05:00
list_keyboard_navigation_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
menu_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
mobile_cell_interaction_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
modal_controller.js Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
money_field_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
onboarding_controller.js User Onboarding + Bug Fixes (#1352) 2024-10-23 11:20:55 -04:00
password_validator_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
password_visibility_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
plaid_controller.js Enhance Plaid connection management with re-authentication and error handling (#1854) 2025-02-12 12:59:35 -06:00
preserve_scroll_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
profile_image_preview_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
rules_controller.js Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
selectable_link_controller.js Preserve transaction filters and transaction focus across page visits (#1733) 2025-01-30 14:12:01 -05:00
sidebar_controller.js Mobile responsive template preparation (#2071) 2025-04-09 12:42:46 -04:00
tabs_controller.js New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
theme_controller.js Feature: Implement Mobile Responsiveness (#2092) 2025-04-18 08:23:10 -05:00
time_series_chart_controller.js Dashboard design fixes (#1898) 2025-02-25 17:28:40 -05:00
tooltip_controller.js Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 2024-10-14 17:09:27 -04:00
trade_form_controller.js Improve account transaction, trade, and valuation editing and sync experience (#1506) 2024-11-27 16:01:50 -05:00
transfer_match_controller.js Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00