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Maybe/test/fixtures
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
..
active_storage Add institution management and account editing controls (#868) 2024-06-13 14:37:27 -04:00
files Escape quotations in CSV imports properly (#1929) 2025-02-28 12:21:07 -05:00
import CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
rule Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
security First pass at security price reference (#1388) 2024-10-29 15:37:59 -04:00
accounts.yml Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
addresses.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
balances.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
budgets.yml Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
categories.yml Nested Categories (#1561) 2024-12-20 11:37:26 -05:00
chats.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
credit_cards.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
cryptos.yml Account namespace updates: part 1 (#893) 2024-06-20 07:26:25 -04:00
depositories.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
entries.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
exchange_rates.yml Handle missing exchange rate provider, allow fallback for missing rates (#955) 2024-07-08 09:04:59 -04:00
families.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
holdings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
impersonation_session_logs.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
impersonation_sessions.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
imports.yml Add exchange and currency fields to trade imports (#1822) 2025-02-24 10:00:24 -05:00
investments.yml Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
invitations.yml Add/remove members and invitations (#1744) 2025-01-30 13:13:37 -06:00
loans.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
merchants.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
messages.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
other_assets.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
other_liabilities.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
plaid_accounts.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
plaid_items.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
properties.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
rules.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
securities.yml Enhance security information retrieval and handling (#1826) 2025-02-11 10:40:30 -06:00
sessions.yml Use DB for auth sessions (#1233) 2024-10-03 14:42:22 -04:00
stock_exchanges.yml Initial pass at Synth-based ticker selection (#1392) 2024-10-30 09:23:44 -04:00
syncs.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
taggings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
tags.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
tool_calls.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
trades.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
transactions.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
transfers.yml Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
users.yml Chromium E2E test fixes (#2108) 2025-04-14 08:41:49 -04:00
valuations.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
vehicles.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00