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Maybe/app/helpers/settings_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

64 lines
2.6 KiB
Ruby

module SettingsHelper
SETTINGS_ORDER = [
{ name: I18n.t("settings.settings_nav.profile_label"), path: :settings_profile_path },
{ name: I18n.t("settings.settings_nav.preferences_label"), path: :settings_preferences_path },
{ name: I18n.t("settings.settings_nav.security_label"), path: :settings_security_path },
{ name: I18n.t("settings.settings_nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
{ name: I18n.t("settings.settings_nav.billing_label"), path: :settings_billing_path, condition: :not_self_hosted? },
{ name: I18n.t("settings.settings_nav.accounts_label"), path: :accounts_path },
{ name: I18n.t("settings.settings_nav.imports_label"), path: :imports_path },
{ name: I18n.t("settings.settings_nav.tags_label"), path: :tags_path },
{ name: I18n.t("settings.settings_nav.categories_label"), path: :categories_path },
{ name: "Rules", path: :rules_path },
{ name: I18n.t("settings.settings_nav.merchants_label"), path: :family_merchants_path },
{ name: I18n.t("settings.settings_nav.whats_new_label"), path: :changelog_path },
{ name: I18n.t("settings.settings_nav.feedback_label"), path: :feedback_path }
]
def adjacent_setting(current_path, offset)
visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
return nil unless current_index
adjacent_index = current_index + offset
return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
adjacent = visible_settings[adjacent_index]
render partial: "settings/settings_nav_link_large", locals: {
path: send(adjacent[:path]),
direction: offset > 0 ? "next" : "previous",
title: adjacent[:name]
}
end
def settings_section(title:, subtitle: nil, &block)
content = capture(&block)
render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content }
end
def settings_nav_footer
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "hidden md:flex flex-row justify-between gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
def settings_nav_footer_mobile
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "md:hidden flex flex-col gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
private
def not_self_hosted?
!self_hosted?
end
end