Commit Graph

2 Commits

Author SHA1 Message Date
Víctor Falcón 8056ede636
feat(ai): suggest automation rules during onboarding (#523)
Suggests transaction categorization rules during onboarding.

After a sync or import, it groups the uncategorized transactions, asks
Gemini (via laravel/ai) to map the common merchants to categories, and
shows the results for review. The user edits or drops any and creates
the ones they want. During onboarding the accepted rules also categorize
existing transactions right away.

Off by default: it needs the `AiRuleSuggestions` Pennant flag and a
per-user AI consent. The model and thresholds are config-driven.
`ai:suggest-rules {user}` prints what a user would get.

The settings-page surface and monthly regeneration are a follow-up.
2026-06-13 22:51:15 +02:00
Víctor Falcón 17d952435b
Hide stale onboarding plan warning (#360)
## Summary
- hide connected-account plan warning and price after the user chooses
connected setup once
- seed onboarding state from existing connected accounts
- add hook unit coverage and browser coverage for warning/price
visibility

## Tests
- bun run test -- resources/js/hooks/use-onboarding-state.test.tsx
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
--filter="hides the connected plan warning"
- npm run types -- --pretty false 2>&1 | rg
"resources/js/(components/onboarding/step-create-account|hooks/use-onboarding-state|pages/onboarding/index)"
(no onboarding errors; repo has unrelated existing TS errors)
2026-05-06 15:10:32 +01:00