mirror of
https://github.com/maybe-finance/maybe.git
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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
215 lines
5.6 KiB
Ruby
215 lines
5.6 KiB
Ruby
require "sidekiq/web"
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Rails.application.routes.draw do
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# MFA routes
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resource :mfa, controller: "mfa", only: [ :new, :create ] do
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get :verify
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post :verify, to: "mfa#verify_code"
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delete :disable
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end
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# Uses basic auth - see config/initializers/sidekiq.rb
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mount Sidekiq::Web => "/sidekiq"
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# AI chats
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resources :chats do
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resources :messages, only: :create
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member do
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post :retry
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end
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end
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get "changelog", to: "pages#changelog"
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get "feedback", to: "pages#feedback"
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get "early-access", to: "pages#early_access"
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resource :registration, only: %i[new create]
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resources :sessions, only: %i[new create destroy]
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resource :password_reset, only: %i[new create edit update]
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resource :password, only: %i[edit update]
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resource :email_confirmation, only: :new
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resources :users, only: %i[update destroy] do
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delete :reset, on: :member
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patch :rule_prompt_settings, on: :member
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end
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resource :onboarding, only: :show do
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collection do
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get :profile
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get :preferences
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end
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end
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namespace :settings do
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resource :profile, only: [ :show, :destroy ]
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resource :preferences, only: :show
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resource :hosting, only: %i[show update] do
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delete :clear_cache, on: :collection
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end
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resource :billing, only: :show
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resource :security, only: :show
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end
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resource :subscription, only: %i[new show] do
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get :success, on: :collection
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end
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resources :tags, except: :show do
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resources :deletions, only: %i[new create], module: :tag
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end
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namespace :category do
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resource :dropdown, only: :show
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end
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resources :categories, except: :show do
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resources :deletions, only: %i[new create], module: :category
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post :bootstrap, on: :collection
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delete :destroy_all, on: :collection
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end
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resources :budgets, only: %i[index show edit update], param: :month_year do
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get :picker, on: :collection
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resources :budget_categories, only: %i[index show update]
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end
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resources :family_merchants, only: %i[index new create edit update destroy]
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resources :transfers, only: %i[new create destroy show update]
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resources :imports, only: %i[index new show create destroy] do
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member do
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post :publish
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put :revert
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put :apply_template
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end
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resource :upload, only: %i[show update], module: :import
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resource :configuration, only: %i[show update], module: :import
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resource :clean, only: :show, module: :import
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resource :confirm, only: :show, module: :import
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resources :rows, only: %i[show update], module: :import
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resources :mappings, only: :update, module: :import
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end
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resources :accounts, only: %i[index new], shallow: true do
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collection do
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post :sync_all
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end
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member do
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post :sync
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get :chart
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get :sparkline
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end
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end
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resources :holdings, only: %i[index new show destroy]
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resources :trades, only: %i[show new create update destroy]
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resources :valuations, only: %i[show new create update destroy]
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namespace :transactions do
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resource :bulk_deletion, only: :create
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resource :bulk_update, only: %i[new create]
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end
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resources :transactions, only: %i[index new create show update destroy] do
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resource :transfer_match, only: %i[new create]
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resource :category, only: :update, controller: :transaction_categories
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collection do
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delete :clear_filter
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end
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end
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resources :accountable_sparklines, only: :show, param: :accountable_type
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direct :entry do |entry, options|
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if entry.new_record?
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route_for entry.entryable_name.pluralize, options
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else
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route_for entry.entryable_name, entry, options
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end
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end
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resources :rules, except: :show do
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member do
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get :confirm
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post :apply
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end
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collection do
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delete :destroy_all
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end
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end
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# Convenience routes for polymorphic paths
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# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
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direct :account do |model, options|
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route_for model.accountable_name, model, options
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end
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direct :edit_account do |model, options|
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route_for "edit_#{model.accountable_name}", model, options
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end
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resources :depositories, except: :index
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resources :investments, except: :index
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resources :properties, except: :index
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resources :vehicles, except: :index
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resources :credit_cards, except: :index
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resources :loans, except: :index
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resources :cryptos, except: :index
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resources :other_assets, except: :index
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resources :other_liabilities, except: :index
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resources :securities, only: :index
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resources :invite_codes, only: %i[index create]
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resources :invitations, only: [ :new, :create, :destroy ] do
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get :accept, on: :member
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end
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resources :currencies, only: %i[show]
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resources :impersonation_sessions, only: [ :create ] do
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post :join, on: :collection
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delete :leave, on: :collection
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member do
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put :approve
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put :reject
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put :complete
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end
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end
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resources :plaid_items, only: %i[create destroy] do
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member do
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post :sync
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end
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end
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namespace :webhooks do
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post "plaid"
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post "plaid_eu"
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post "stripe"
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end
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# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
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# Can be used by load balancers and uptime monitors to verify that the app is live.
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get "up" => "rails/health#show", as: :rails_health_check
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# Render dynamic PWA files from app/views/pwa/*
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get "service-worker" => "rails/pwa#service_worker", as: :pwa_service_worker
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get "manifest" => "rails/pwa#manifest", as: :pwa_manifest
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get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
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# Defines the root path route ("/")
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root "pages#dashboard"
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end
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