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
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accounts_test.rb	loan: Set the first valuation as the original principal. (#2088)	2025-04-14 09:09:25 -04:00
categories_test.rb	fix: Bug creating duplicate category leads to crash screen (#1577)	2024-12-30 10:04:38 -05:00
chats_test.rb	Personal finance AI (v1) (#2022)	2025-03-28 13:08:22 -04:00
imports_test.rb	Feature: Add "amount type" configuration column for CSV imports (#1947)	2025-04-18 10:48:10 -04:00
settings_test.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
trades_test.rb	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00
transactions_test.rb	Feature: Implement Mobile Responsiveness (#2092)	2025-04-18 08:23:10 -05:00
transfers_test.rb	Transfer and Payment auto-matching, model and UI improvements (#1585)	2025-01-07 09:41:24 -05:00