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Maybe/app/controllers/categories_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

92 lines
2.4 KiB
Ruby

class CategoriesController < ApplicationController
before_action :set_category, only: %i[edit update destroy]
before_action :set_categories, only: %i[update edit]
before_action :set_transaction, only: :create
def index
@categories = Current.family.categories.alphabetically
render layout: "settings"
end
def new
@category = Current.family.categories.new color: Category::COLORS.sample
set_categories
end
def create
@category = Current.family.categories.new(category_params)
if @category.save
@transaction.update(category_id: @category.id) if @transaction
flash[:notice] = t(".success")
redirect_target_url = request.referer || categories_path
respond_to do |format|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
end
else
set_categories
render :new, status: :unprocessable_entity
end
end
def edit
end
def update
if @category.update(category_params)
flash[:notice] = t(".success")
redirect_target_url = request.referer || categories_path
respond_to do |format|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
end
else
render :edit, status: :unprocessable_entity
end
end
def destroy
@category.destroy
redirect_back_or_to categories_path, notice: t(".success")
end
def destroy_all
Current.family.categories.destroy_all
redirect_back_or_to categories_path, notice: "All categories deleted"
end
def bootstrap
Current.family.categories.bootstrap!
redirect_back_or_to categories_path, notice: t(".success")
end
private
def set_category
@category = Current.family.categories.find(params[:id])
end
def set_categories
@categories = unless @category.parent?
Current.family.categories.alphabetically.roots.where.not(id: @category.id)
else
[]
end
end
def set_transaction
if params[:transaction_id].present?
@transaction = Current.family.transactions.find(params[:transaction_id])
end
end
def category_params
params.require(:category).permit(:name, :color, :parent_id, :classification, :lucide_icon)
end
end