whisper-money/app/Jobs
Víctor Falcón e065d4ab65
feat(ai): defer per-transaction categorization until onboarding completes (#536)
## What

During onboarding, the per-transaction AI categorization listener no
longer runs. The AI automation rules generated in the suggestions step
cover the bulk of the imported transactions (~70%). On completion, a
single batch pass categorizes whatever is still uncategorized.

## Why

Running per-transaction categorization on every transaction created
during onboarding is wasteful: most are about to be covered by the AI
rules generated at the end of the flow. Defer the AI spend to one batch
over the remainder.

## How

- **`CategorizeTransactionWithAi` listener** — skips when `!
$user->isOnboarded()`. Covers every txn-creation path, since it hangs
off the model `created` event.
- **`CategorizeOnboardingTransactionsJob`** (new) — dispatched from
`OnboardingController::complete` after `onboarded_at` is set. Snapshots
`whereNull('category_id')->whereNull('description_iv')`, so transactions
already categorized by the AI rules (or manually in the categorize step)
are excluded. Chunks by `group_batch_size` and runs `AiCategorizer` per
chunk. Runs on the dedicated `ai` queue.
- Gated by `AiCategorizationGate::allows()` (rollout flag) — automatic
system behavior, gated like the real-time tier, not the explicit
backfill.

## Flow

1. `syncing` → transactions created, **no** per-transaction AI
2. `ai-suggestions` → AI rules cover the bulk
3. `categorize-transactions` → user manually categorizes a few
4. `complete` → batch-categorize the rest, skipping anything already
labeled

## Tests

- Listener skips transactions created while onboarding; still
categorizes post-onboarding.
- Job categorizes the remainder, leaves rule/manual categories
untouched, no-ops for ineligible users.
- `complete` marks the user onboarded and queues the batch job.

Full Ai + Onboarding suites green (112/112). Pint clean.
2026-06-15 17:33:26 +02:00
..
Drip Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
ApplySingleAutomationRuleJob.php fix: batch automation rule application (#435) 2026-05-26 10:45:37 +02:00
AssignHistoricalTransactionsToBudget.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
CategorizeOnboardingTransactionsJob.php feat(ai): defer per-transaction categorization until onboarding completes (#536) 2026-06-15 17:33:26 +02:00
GenerateHistoricalLoanBalancesJob.php feat(loans): backfill historical balances on loan creation (#322) 2026-04-24 13:09:34 +01:00
GenerateHistoricalRealEstateBalancesJob.php feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
GenerateRuleSuggestionsJob.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
ReEvaluateTransactionRulesJob.php feat(transactions): re-add select all matching filters to bulk actions bar (#169) 2026-03-01 10:27:43 +00:00
SendDailyBankTransactionsSyncedEmailJob.php feat(settings): let users disable bank transactions email (#472) 2026-06-02 12:24:39 +02:00
SendUpdateEmailJob.php Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
SyncAllBankingConnectionsJob.php Notify users about expired bank connections (#404) 2026-05-20 09:20:13 +02:00
SyncBankingConnectionJob.php Notify users about expired bank connections (#404) 2026-05-20 09:20:13 +02:00
SyncBinanceHistoricalBalancesJob.php feat: Add Binance integration (#131) 2026-02-18 15:23:46 +01:00