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Maybe/test/models
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
..
account Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
balance Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
family Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
holding Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
provider Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
rule Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
security Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
account_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
address_test.rb Fix: No comma when locality is empty (small fix) (#2111) 2025-04-16 20:26:45 -05:00
assistant_message_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
assistant_test.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
balance_sheet_test.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
category_test.rb Ensure Consistent Category Colors (#1722) 2025-01-30 16:49:31 -05:00
chat_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
current_test.rb Use DB for auth sessions (#1233) 2024-10-03 14:42:22 -04:00
developer_message_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
exchange_rate_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
family_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
holding_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
impersonation_session_test.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
income_statement_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
invite_code_test.rb Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
loan_test.rb Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
period_test.rb Fix time period key conflicts (#1944) 2025-03-03 12:47:20 -05:00
plaid_investment_sync_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
plaid_item_test.rb Initial pass at Plaid EU (#1555) 2025-01-31 12:13:58 -06:00
provider_test.rb Use faraday retry, move retry logic to concrete provider level (#2042) 2025-04-01 08:41:49 -04:00
rule_test.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
sync_test.rb Sync hierarchy updates (#2087) 2025-04-11 12:13:46 -04:00
tag_test.rb Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
trade_import_test.rb Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
transaction_import_test.rb Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
transfer_test.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
trend_test.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
user_message_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
user_test.rb Multi-factor authentication (#1817) 2025-02-06 14:16:53 -06:00