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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
79 lines
2.3 KiB
Ruby
79 lines
2.3 KiB
Ruby
class TradesController < ApplicationController
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include EntryableResource
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def create
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@entry = build_entry
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if @entry.save
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@entry.sync_account_later
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flash[:notice] = t("entries.create.success")
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@entry.account) }
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format.turbo_stream { stream_redirect_back_or_to account_path(@entry.account) }
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end
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else
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render :new, status: :unprocessable_entity
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end
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end
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def update
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if @entry.update(update_entry_params)
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@entry.sync_account_later
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respond_to do |format|
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format.html { redirect_back_or_to account_path(@entry.account), notice: t("entries.update.success") }
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format.turbo_stream do
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render turbo_stream: [
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turbo_stream.replace(
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"header_entry_#{@entry.id}",
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partial: "trades/header",
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locals: { entry: @entry }
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),
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turbo_stream.replace("entry_#{@entry.id}", partial: "entries/entry", locals: { entry: @entry })
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]
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end
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end
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else
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render :show, status: :unprocessable_entity
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end
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end
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private
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def build_entry
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account = Current.family.accounts.find(params.dig(:entry, :account_id))
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TradeBuilder.new(create_entry_params.merge(account: account))
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end
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def entry_params
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params.require(:entry).permit(
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:name, :date, :amount, :currency, :excluded, :notes, :nature,
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entryable_attributes: [ :id, :qty, :price ]
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)
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end
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def create_entry_params
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params.require(:entry).permit(
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:date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
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)
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end
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def update_entry_params
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return entry_params unless entry_params[:entryable_attributes].present?
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update_params = entry_params
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update_params = update_params.merge(entryable_type: "Trade")
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qty = update_params[:entryable_attributes][:qty]
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price = update_params[:entryable_attributes][:price]
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if qty.present? && price.present?
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qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
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update_params[:entryable_attributes][:qty] = qty
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update_params[:amount] = qty * price.to_d
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end
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update_params.except(:nature)
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end
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end
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