mirror of
https://github.com/we-promise/sure.git
synced 2026-04-20 12:34:12 +00:00
297a695d0f
* 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 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * 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
103 lines
3.6 KiB
Plaintext
103 lines
3.6 KiB
Plaintext
<%= drawer do %>
|
|
<%= render "trades/header", entry: @entry %>
|
|
|
|
<% trade = @entry.trade %>
|
|
|
|
<div class="space-y-2">
|
|
<!-- Details Section -->
|
|
<%= disclosure t(".details") do %>
|
|
<div class="pb-4">
|
|
<%= styled_form_with model: @entry,
|
|
url: trade_path(@entry),
|
|
class: "space-y-2",
|
|
data: { controller: "auto-submit-form" } do |f| %>
|
|
<%= f.date_field :date,
|
|
label: t(".date_label"),
|
|
max: Date.current,
|
|
"data-auto-submit-form-target": "auto" %>
|
|
|
|
<div class="flex items-center gap-2">
|
|
<%= f.select :nature,
|
|
[["Buy", "outflow"], ["Sell", "inflow"]],
|
|
{ container_class: "w-1/3", label: "Type", selected: @entry.amount.negative? ? "inflow" : "outflow" },
|
|
{ data: { "auto-submit-form-target": "auto" } } %>
|
|
|
|
<%= f.fields_for :entryable do |ef| %>
|
|
<%= ef.number_field :qty,
|
|
label: t(".quantity_label"),
|
|
step: "any",
|
|
value: trade.qty.abs,
|
|
"data-auto-submit-form-target": "auto" %>
|
|
<% end %>
|
|
</div>
|
|
|
|
<%= f.fields_for :entryable do |ef| %>
|
|
<%= ef.money_field :price,
|
|
label: t(".cost_per_share_label"),
|
|
disable_currency: true,
|
|
auto_submit: true,
|
|
min: 0 %>
|
|
<% end %>
|
|
<% end %>
|
|
</div>
|
|
<% end %>
|
|
|
|
<!-- Additional Section -->
|
|
<%= disclosure t(".additional") do %>
|
|
<div class="pb-4">
|
|
<%= styled_form_with model: @entry,
|
|
url: trade_path(@entry),
|
|
class: "space-y-2",
|
|
data: { controller: "auto-submit-form" } do |f| %>
|
|
<%= f.text_area :notes,
|
|
label: t(".note_label"),
|
|
placeholder: t(".note_placeholder"),
|
|
rows: 5,
|
|
"data-auto-submit-form-target": "auto" %>
|
|
<% end %>
|
|
</div>
|
|
<% end %>
|
|
|
|
<!-- Settings Section -->
|
|
<%= disclosure t(".settings") do %>
|
|
<div class="pb-4">
|
|
<!-- Exclude Trade Form -->
|
|
<%= styled_form_with model: @entry,
|
|
url: trade_path(@entry),
|
|
class: "p-3",
|
|
data: { controller: "auto-submit-form" } do |f| %>
|
|
<div class="flex cursor-pointer items-center gap-2 justify-between">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t(".exclude_title") %></h4>
|
|
<p class="text-secondary"><%= t(".exclude_subtitle") %></p>
|
|
</div>
|
|
|
|
<div class="relative inline-block select-none">
|
|
<%= f.check_box :excluded,
|
|
class: "sr-only peer",
|
|
"data-auto-submit-form-target": "auto" %>
|
|
<label for="entry_excluded"
|
|
class="switch"></label>
|
|
</div>
|
|
</div>
|
|
<% end %>
|
|
|
|
<!-- Delete Trade Form -->
|
|
<div class="flex items-center justify-between gap-2 p-3">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t(".delete_title") %></h4>
|
|
<p class="text-secondary"><%= t(".delete_subtitle") %></p>
|
|
</div>
|
|
|
|
<%= button_to t(".delete"),
|
|
entry_path(@entry),
|
|
method: :delete,
|
|
class: "rounded-lg px-3 py-2 text-red-500 text-sm
|
|
font-medium border border-secondary",
|
|
data: { turbo_confirm: true } %>
|
|
</div>
|
|
</div>
|
|
<% end %>
|
|
</div>
|
|
<% end %>
|