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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
45 lines
819 B
Ruby
45 lines
819 B
Ruby
class AccountsController < ApplicationController
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before_action :set_account, only: %i[sync chart sparkline]
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include Periodable
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def index
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@manual_accounts = family.accounts.manual.alphabetically
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@plaid_items = family.plaid_items.ordered
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render layout: "settings"
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end
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def sync
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unless @account.syncing?
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@account.sync_later
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end
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redirect_to account_path(@account)
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end
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def chart
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@chart_view = params[:chart_view] || "balance"
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render layout: "application"
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end
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def sparkline
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render layout: false
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end
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def sync_all
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unless family.syncing?
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family.sync_later
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end
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redirect_back_or_to accounts_path
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end
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private
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def family
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Current.family
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end
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def set_account
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@account = family.accounts.find(params[:id])
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end
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end
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