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Maybe/app/controllers/rules_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

77 lines
1.8 KiB
Ruby

class RulesController < ApplicationController
include StreamExtensions
before_action :set_rule, only: [ :edit, :update, :destroy, :apply, :confirm ]
def index
@rules = Current.family.rules.order(created_at: :desc)
render layout: "settings"
end
def new
@rule = Current.family.rules.build(
resource_type: params[:resource_type] || "transaction",
)
end
def create
@rule = Current.family.rules.build(rule_params)
if @rule.save
redirect_to confirm_rule_path(@rule)
else
render :new, status: :unprocessable_entity
end
end
def apply
@rule.update!(active: true)
@rule.apply_later(ignore_attribute_locks: true)
redirect_back_or_to rules_path, notice: "#{@rule.resource_type.humanize} rule activated"
end
def confirm
end
def edit
end
def update
if @rule.update(rule_params)
respond_to do |format|
format.html { redirect_back_or_to rules_path, notice: "Rule updated" }
format.turbo_stream { stream_redirect_back_or_to rules_path, notice: "Rule updated" }
end
else
render :edit, status: :unprocessable_entity
end
end
def destroy
@rule.destroy
redirect_to rules_path, notice: "Rule deleted"
end
def destroy_all
Current.family.rules.destroy_all
redirect_to rules_path, notice: "All rules deleted"
end
private
def set_rule
@rule = Current.family.rules.find(params[:id])
end
def rule_params
params.require(:rule).permit(
:resource_type, :effective_date, :active,
conditions_attributes: [
:id, :condition_type, :operator, :value, :_destroy,
sub_conditions_attributes: [ :id, :condition_type, :operator, :value, :_destroy ]
],
actions_attributes: [
:id, :action_type, :value, :_destroy
]
)
end
end