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
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accountable_resource.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
authentication.rb	Logger cleanup	2025-03-05 13:44:56 -06:00
auto_sync.rb	Populate holdings for "offline" securities properly (#1958)	2025-03-07 17:35:55 -05:00
breadcrumbable.rb	Add breadcrumbs support across application (#1897)	2025-02-25 10:14:07 -06:00
entryable_resource.rb	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00
feature_guardable.rb	Personal finance AI (v1) (#2022)	2025-03-28 13:08:22 -04:00
impersonatable.rb	Impersonation (#1325)	2024-10-18 11:26:58 -05:00
invitable.rb	Family invites (#1397)	2024-11-01 10:23:27 -05:00
localize.rb	Plaid portfolio sync algorithm and calculation improvements (#1526)	2024-12-10 17:41:20 -05:00
notifiable.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
onboardable.rb	User Onboarding + Bug Fixes (#1352)	2024-10-23 11:20:55 -04:00
periodable.rb	Preference to set default_period (#1941)	2025-03-07 10:05:54 -05:00
scroll_focusable.rb	Preserve transaction filters and transaction focus across page visits (#1733)	2025-01-30 14:12:01 -05:00
self_hostable.rb	Add basic self hosted onboarding (#1177)	2024-09-13 17:24:19 -04:00
store_location.rb	Make encryption config optional for self hosting users (#1476)	2024-11-18 10:47:05 -05:00
stream_extensions.rb	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00