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