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Maybe/app/helpers/entries_helper.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

40 lines
1.2 KiB
Ruby

module EntriesHelper
def entries_by_date(entries, totals: false)
transfer_groups = entries.group_by do |entry|
# Only check for transfer if it's a transaction
next nil unless entry.entryable_type == "Transaction"
entry.entryable.transfer&.id
end
# For a more intuitive UX, we do not want to show the same transfer twice in the list
deduped_entries = transfer_groups.flat_map do |transfer_id, grouped_entries|
if transfer_id.nil? || grouped_entries.size == 1
grouped_entries
else
grouped_entries.reject do |e|
e.entryable_type == "Transaction" &&
e.entryable.transfer_as_inflow.present?
end
end
end
deduped_entries.group_by(&:date).sort.reverse_each.map do |date, grouped_entries|
content = capture do
yield grouped_entries
end
next if content.blank?
render partial: "entries/entry_group", locals: { date:, entries: grouped_entries, content:, totals: }
end.compact.join.html_safe
end
def entry_name_detailed(entry)
[
entry.date,
format_money(entry.amount_money),
entry.account.name,
entry.name
].join("")
end
end