Files
sure/app/views/rule/actions/_action.html.erb
T
457698f75b feat(rules): support multiple tags in the set transaction tags action (#3397)
* feat(rules): support multiple tags in the set transaction tags action

Fixes #3353. Reuses the existing DS::TagSelect multi-select tag picker
(made generic via attribute:/show_label:) instead of a native
<select multiple>, so the UX matches the rest of the app. Multiple
tag ids are stored as a comma-separated string in the existing
value column, keeping single-tag rows backward compatible with no
migration. Also closes a read-modify-write race in
SetTransactionTags#execute via with_lock.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(rules): address automated review findings on multi-tag actions

- Fix data export/import: multi-tag actions were exported/imported as
  one opaque comma string, losing all but a bogus combined tag on
  restore. Each tag id is now resolved/reconstructed independently,
  with a backward-compatible scalar value_ref for single-tag actions.
- Fix N+1 in Rule::Action#value_display (options queried once per tag).
- Add aria-label to DS::TagSelect's trigger button when show_label is
  false, so the control keeps an accessible name.
- Localize the "to" label in rule action rows (rules.actions.to_label).
- Use a monotonic counter instead of Date.now() for nested form
  indices, closing a same-millisecond collision window.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(rules): batch tag lookups in multi-tag import resolution

Avoids one find_by query per tag name when reconstructing multi-tag
rule actions during import.

* fix(rules): resolve jjmata review findings on multi-tag action

- rules_controller.js: prefix the JS-side nested-form index counter
  with "new_" so it can never collide with the numeric indexes Rails
  assigns to already-persisted conditions/actions on an edit form.
- data_exporter.rb: key the value_ref scalar/array decision off the
  number of tag ids on the action, not the number that still resolve,
  so a partially-orphaned multi-tag action keeps round-tripping as an
  array.
- rule_import.rb: split comma-separated set_transaction_tags values
  into individual tag names during CSV rule import, matching the
  batched resolution already used by Family::DataImporter.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(rules): CSV-quote multi-tag names so commas don't split them

CodeRabbit flagged that a tag name containing a comma (e.g. "Food,
Dining") would be silently split into two tags when round-tripped
through the comma-separated multi-tag value/CSV formats used by
Family::DataExporter, Family::DataImporter, and RuleImport.

Add Rule::Action.encode_multi_value_names/.decode_multi_value_names,
backed by Ruby's CSV line quoting, and use them at all three call
sites instead of a plain join(",")/split(","). A single name without
a comma round-trips byte-identical to before, so existing exports and
CSV rule templates are unaffected.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: GFR <248542187+gfr-free@users.noreply.github.com>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-07 08:13:59 +02:00

65 lines
2.8 KiB
ERB

<%# locals: (form:) %>
<% action = form.object %>
<% rule = action.rule %>
<li data-controller="rule--actions" data-rule--actions-action-executors-value="<%= rule.action_executors.to_json %>" class="flex items-center gap-3">
<%= form.hidden_field :_destroy, value: false, data: { rule__actions_target: "destroyField" } %>
<div class="grid grid-cols-1 gap-2 items-center h-full w-full">
<div class="grow">
<%= form.select :action_type, rule.action_executors.map { |executor| [ executor.label, executor.key ] }, {}, data: { action: "rule--actions#handleActionTypeChange" } %>
</div>
<%= tag.div class: class_names("min-w-1/2 flex items-center gap-2", { "hidden": action.executor.type == "function" }),
data: { rule__actions_target: "actionValue" } do %>
<%# Initial rendering based on the action executor type. %>
<%# Subsequent renders are injected by the Stimulus controller, which uses the templates from below. %>
<span class="font-medium text-primary uppercase text-xs"><%= t("rules.actions.to_label") %></span>
<% if action.executor.type == "select" %>
<%= form.select :value, action.options || [], {} %>
<% elsif action.executor.type == "multi_select" %>
<%= render DS::TagSelect.new(
form: form,
tags: rule.family.tags.alphabetically,
selected_ids: action.value.to_s.split(","),
attribute: :value,
show_label: false
) %>
<% elsif action.executor.type == "text" %>
<%= form.text_field :value, placeholder: t("rules.actions.value_placeholder") %>
<% end %>
<% end %>
</div>
<%= icon(
"trash-2",
size: "sm",
as_button: true,
data: { action: "rule--actions#remove", rule__actions_destroy_param: action.persisted? }) %>
<%# Templates for different input types - these will be cloned and used by the Stimulus controller %>
<template data-rule--actions-target="selectTemplate">
<span class="font-medium text-primary uppercase text-xs"><%= t("rules.actions.to_label") %></span>
<%= form.select :value, [], {} %>
</template>
<template data-rule--actions-target="multiSelectTemplate">
<span class="font-medium text-primary uppercase text-xs"><%= t("rules.actions.to_label") %></span>
<%= render DS::TagSelect.new(
form: form,
tags: rule.family.tags.alphabetically,
selected_ids: [],
attribute: :value,
show_label: false
) %>
</template>
<template data-rule--actions-target="textTemplate">
<span class="font-medium text-primary uppercase text-xs"><%= t("rules.actions.to_label") %></span>
<%= form.text_field :value, placeholder: t("rules.actions.value_placeholder") %>
</template>
<%# The function type doesn't need an input, so no template is required.%>
</li>