Transaction rules engine V1 #1900

Merged
zachgoll merged 61 commits from zachgoll/rules-engine-v1 into main 2025-04-18 23:39:58 +08:00

61 Commits

Author SHA1 Message Date
Zach Gollwitzer
c1ae8e0299 Fix mobile nav styling issues 2025-04-18 11:34:34 -04:00
Zach Gollwitzer
a7a18fcbe0 Fix desktop chat UI issues 2025-04-18 11:15:34 -04:00
Zach Gollwitzer
9a08b57552 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-18 10:54:24 -04:00
Zach Gollwitzer
8cb4c5148c Remove stale route 2025-04-17 16:22:36 -04:00
Zach Gollwitzer
b2b7de685f Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-17 16:21:01 -04:00
Zach Gollwitzer
26e177936d Test cleanup 2025-04-17 16:20:57 -04:00
Zach Gollwitzer
c598ee7691 Cleanup 1 2025-04-17 16:10:44 -04:00
Zach Gollwitzer
69159fdc86 Plaid category matching 2025-04-17 14:28:25 -04:00
Zach Gollwitzer
d60d57f10f Fix Plaid merchant assignments 2025-04-16 16:03:39 -04:00
Zach Gollwitzer
9260c5ef03 Auto merchant detection, ai enrichment in batches 2025-04-16 13:55:46 -04:00
Zach Gollwitzer
a1cb17c0da Batch AI auto-categorization of transactions 2025-04-15 20:09:07 -04:00
Zach Gollwitzer
bc7b96863f Form UI improvements, ignore attribute locks on manual rule application 2025-04-15 12:09:07 -04:00
Zach Gollwitzer
1016d4f7cf Additional merge conflict fixes 2025-04-14 12:50:26 -04:00
Zach Gollwitzer
e07b2d844c Fix merge errors 2025-04-14 12:06:07 -04:00
Zach Gollwitzer
5a694ad055 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-14 11:56:21 -04:00
Zach Gollwitzer
ba9464960b Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-14 09:16:19 -04:00
Zach Gollwitzer
e8fb2a5d02 Log data enrichments, only apply rules to unlocked attributes 2025-04-12 22:11:24 -04:00
Zach Gollwitzer
77b914150f Apply attribute locks on user edits 2025-04-12 22:10:58 -04:00
Zach Gollwitzer
f8e140e39d Basic attribute locking for rules 2025-04-11 18:48:58 -04:00
Zach Gollwitzer
56af7b6e17 Clean up rule styles 2025-04-11 15:07:51 -04:00
Zach Gollwitzer
5d6af882f5 Trigger rule notification after inline category updates 2025-04-11 14:08:58 -04:00
Zach Gollwitzer
68e8662d0c Run migrations 2025-04-11 12:19:51 -04:00
Zach Gollwitzer
9940a5f2e5 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-11 12:19:02 -04:00
Zach Gollwitzer
0e263444ab Rule confirm modal 2025-04-11 09:10:26 -04:00
Zach Gollwitzer
a6cbdb9b24 Add re-apply rule action 2025-04-11 07:19:34 -04:00
Zach Gollwitzer
dd13bc024d Centralize all test password references 2025-04-10 17:26:29 -04:00
Zach Gollwitzer
e9b39cb0dc Update integration tests 2025-04-10 17:20:37 -04:00
Zach Gollwitzer
7682480d87 Change test password to avoid chromium conflicts 2025-04-10 17:20:05 -04:00
Zach Gollwitzer
edfa7726be Fix failing tests 2025-04-10 16:51:49 -04:00
Zach Gollwitzer
eabacb2d01 Complete dynamic rule form, split Stimulus controllers by resource 2025-04-10 16:42:00 -04:00
Zach Gollwitzer
3b464b97aa Add rule deletions, get rules working 2025-04-09 17:45:23 -04:00
Zach Gollwitzer
757a1c019d Initialize rule with correct action for category CTA 2025-04-09 15:35:22 -04:00
Zach Gollwitzer
ab912bbaa3 Fix layout bug caused by merge conflict 2025-04-09 12:54:22 -04:00
Zach Gollwitzer
189b46bdc9 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-09 12:44:20 -04:00
Zach Gollwitzer
ce90e04858 Implement category rule prompts with auto backoff and option to disable 2025-04-09 11:17:11 -04:00
Zach Gollwitzer
662ab3f260 Centralize notifications in Notifiable concern 2025-04-09 11:16:45 -04:00
Zach Gollwitzer
86b5255e80 Lint updates 2025-04-08 22:19:03 -04:00
Zach Gollwitzer
76052671b0 Fix tests 2025-04-08 22:18:33 -04:00
Zach Gollwitzer
c5ef622849 CTA message for rule when user changes transaction category 2025-04-08 21:47:08 -04:00
Zach Gollwitzer
fe8008e5ed Clean up rules stimulus controller 2025-04-08 14:51:29 -04:00
Zach Gollwitzer
8796450308 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-08 13:12:02 -04:00
Zach Gollwitzer
e942689f49 Clean up rule registry domain 2025-04-08 10:59:40 -04:00
Zach Gollwitzer
d10ae248a1 Rules form builder and Stimulus controller 2025-04-07 17:47:03 -04:00
Zach Gollwitzer
f7f59e0250 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/rules-engine-v1 2025-04-07 11:33:08 -04:00
Zach Gollwitzer
e13ea950c2 Split out notification types, add CTA type 2025-04-05 13:40:22 -04:00
Zach Gollwitzer
150a95996a Rule form with compound conditions and tests 2025-04-04 11:24:42 -04:00
Zach Gollwitzer
af1fa49974 Add Rule action and condition registries 2025-04-03 17:48:30 -04:00
Zach Gollwitzer
82944a98c8 Update notification position 2025-04-03 17:48:15 -04:00
Zach Gollwitzer
c42595d617 Fix notification loader 2025-04-03 17:47:40 -04:00
Zach Gollwitzer
2766d83f0e Fix brakeman warnings 2025-04-03 12:12:34 -04:00
Zach Gollwitzer
89b1ae4f5f Family and Provider merchants model 2025-04-03 11:48:05 -04:00
Zach Gollwitzer
d750c3e5a0 Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0.
2025-04-03 07:07:32 -04:00
Zach Gollwitzer
83dcbd9ff0 Remove manual merchant management (rules will replace) 2025-04-02 17:48:34 -04:00
Zach Gollwitzer
f07940bf45 Basic implementation + tests 2025-04-02 12:47:07 -04:00
Zach Gollwitzer
016b48a71c Get generator working again 2025-04-02 11:37:55 -04:00
Zach Gollwitzer
d64e1fc575 Simplify rule scope building and action executions 2025-04-02 11:36:38 -04:00
Zach Gollwitzer
3bc0c18da0 Sketch out business logic and basic tests 2025-04-02 08:12:41 -04:00
Zach Gollwitzer
8effdcb2d3 Remove existing data enrichment for clean slate 2025-04-02 08:12:32 -04:00
Zach Gollwitzer
6644afe147 Migrations 2025-04-02 08:10:44 -04:00
Zach Gollwitzer
f12fc1efd7 Scaffold out rules domain 2025-04-02 08:10:35 -04:00
Zach Gollwitzer
b2d8da8857 Domain model sketch 2025-04-02 08:10:20 -04:00