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297a695d0f
* 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
23 lines
808 B
Ruby
23 lines
808 B
Ruby
class Rule::ActionExecutor::AutoCategorize < Rule::ActionExecutor
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def label
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if rule.family.self_hoster?
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"Auto-categorize transactions with AI ($$)"
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else
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"Auto-categorize transactions"
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end
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end
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def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
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enrichable_transactions = transaction_scope.enrichable(:category_id)
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if enrichable_transactions.empty?
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Rails.logger.info("No transactions to auto-categorize for #{rule.title} #{rule.id}")
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return
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end
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enrichable_transactions.in_batches(of: 20).each_with_index do |transactions, idx|
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Rails.logger.info("Scheduling auto-categorization for batch #{idx + 1} of #{enrichable_transactions.count}")
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rule.family.auto_categorize_transactions_later(transactions)
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end
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end
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end
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