mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-19 13:19:39 +02:00
297a695d0f
* 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
52 lines
1.5 KiB
Ruby
52 lines
1.5 KiB
Ruby
class TransactionCategoriesController < ApplicationController
|
|
include ActionView::RecordIdentifier
|
|
|
|
def update
|
|
@entry = Current.family.entries.transactions.find(params[:transaction_id])
|
|
@entry.update!(entry_params)
|
|
|
|
transaction = @entry.transaction
|
|
|
|
if needs_rule_notification?(transaction)
|
|
flash[:cta] = {
|
|
type: "category_rule",
|
|
category_id: transaction.category_id,
|
|
category_name: transaction.category.name
|
|
}
|
|
end
|
|
|
|
transaction.lock_saved_attributes!
|
|
@entry.lock_saved_attributes!
|
|
|
|
respond_to do |format|
|
|
format.html { redirect_back_or_to transaction_path(@entry) }
|
|
format.turbo_stream do
|
|
render turbo_stream: [
|
|
turbo_stream.replace(
|
|
dom_id(transaction, :category_menu),
|
|
partial: "categories/menu",
|
|
locals: { transaction: transaction }
|
|
),
|
|
*flash_notification_stream_items
|
|
]
|
|
end
|
|
end
|
|
end
|
|
|
|
private
|
|
def entry_params
|
|
params.require(:entry).permit(:entryable_type, entryable_attributes: [ :id, :category_id ])
|
|
end
|
|
|
|
def needs_rule_notification?(transaction)
|
|
return false if Current.user.rule_prompts_disabled
|
|
|
|
if Current.user.rule_prompt_dismissed_at.present?
|
|
time_since_last_rule_prompt = Time.current - Current.user.rule_prompt_dismissed_at
|
|
return false if time_since_last_rule_prompt < 1.day
|
|
end
|
|
|
|
transaction.saved_change_to_category_id? &&
|
|
transaction.eligible_for_category_rule?
|
|
end
|
|
end
|