mirror of
https://github.com/we-promise/sure.git
synced 2026-04-19 12:04:08 +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
85 lines
4.1 KiB
Plaintext
85 lines
4.1 KiB
Plaintext
<div class="space-y-4 pb-20 flex flex-col" data-controller="focus-record" data-focus-record-id-value="<%= @focused_record ? dom_id(@focused_record) : nil %>">
|
|
<header class="flex justify-between items-center text-primary font-medium">
|
|
<h1 class="text-xl">Transactions</h1>
|
|
<div class="flex items-center gap-5">
|
|
<div class="flex items-center gap-2">
|
|
<%= contextual_menu do %>
|
|
<% if Rails.env.development? %>
|
|
<%= button_to "Dev only: Sync all", sync_all_accounts_path, class: "btn btn--ghost w-full" %>
|
|
<% end %>
|
|
<%= contextual_menu_item "New rule", url: new_rule_path(resource_type: "transaction"), icon: "plus", turbo_frame: :modal %>
|
|
<%= contextual_menu_item "Edit rules", url: rules_path, icon: "git-branch", turbo_frame: :_top %>
|
|
<%= contextual_menu_modal_action_item t(".edit_categories"), categories_path, icon: "shapes", turbo_frame: :_top %>
|
|
<%= contextual_menu_modal_action_item t(".edit_tags"), tags_path, icon: "tags", turbo_frame: :_top %>
|
|
<%= contextual_menu_modal_action_item t(".edit_merchants"), family_merchants_path, icon: "store", turbo_frame: :_top %>
|
|
<%= contextual_menu_modal_action_item t(".edit_imports"), imports_path, icon: "hard-drive-upload", turbo_frame: :_top %>
|
|
<%= contextual_menu_modal_action_item t(".import"), new_import_path, icon: "download", turbo_frame: "modal", class_name: "md:!hidden" %>
|
|
<% end %>
|
|
|
|
<%= link_to new_import_path, class: "btn btn--outline flex items-center gap-2 hidden md:flex", data: { turbo_frame: "modal" } do %>
|
|
<%= lucide_icon("download", class: "text-secondary w-4 h-4") %>
|
|
<p class="text-sm font-medium text-primary"><%= t(".import") %></p>
|
|
<% end %>
|
|
|
|
<%= link_to new_transaction_path, class: "btn btn--primary flex items-center justify-center gap-2 rounded-full md:rounded-lg w-9 h-9 md:w-auto md:h-auto", data: { turbo_frame: :modal } do %>
|
|
<span class="flex items-center justify-center">
|
|
<%= lucide_icon("plus", class: "w-5 h-5") %>
|
|
</span>
|
|
<p class="text-sm font-medium hidden md:block">New transaction</p>
|
|
<% end %>
|
|
</div>
|
|
</div>
|
|
</header>
|
|
|
|
<%= render "summary", totals: @totals %>
|
|
|
|
<div id="transactions"
|
|
data-controller="bulk-select"
|
|
data-bulk-select-singular-label-value="<%= t(".transaction") %>"
|
|
data-bulk-select-plural-label-value="<%= t(".transactions") %>"
|
|
class="flex flex-col bg-container rounded-xl shadow-border-xs p-4">
|
|
<%= render "transactions/searches/search" %>
|
|
|
|
<div id="entry-selection-bar" data-bulk-select-target="selectionBar" class="flex justify-center hidden">
|
|
<%= render "transactions/selection_bar" %>
|
|
</div>
|
|
|
|
<% if @pagy.count > 0 %>
|
|
<div class="grow overflow-y-auto">
|
|
<div class="grid-cols-12 bg-container-inset rounded-xl px-5 py-3 text-xs uppercase font-medium text-secondary items-center mb-4 hidden md:grid">
|
|
<div class="pl-0.5 col-span-8 flex items-center gap-4">
|
|
<%= check_box_tag "selection_entry",
|
|
class: "checkbox checkbox--light",
|
|
data: { action: "bulk-select#togglePageSelection" } %>
|
|
<p>transaction</p>
|
|
</div>
|
|
|
|
<p class="col-span-2">category</p>
|
|
<p class="col-span-2 justify-self-end">amount</p>
|
|
</div>
|
|
|
|
<% if @transactions.any? %>
|
|
<div class="md:hidden text-xs uppercase font-medium text-secondary mb-2 px-2">
|
|
<%= check_box_tag "selection_entry",
|
|
class: "checkbox checkbox--light mr-2 ml-1",
|
|
data: { action: "bulk-select#togglePageSelection" } %>
|
|
<span>TRANSACTION</span>
|
|
</div>
|
|
<% end %>
|
|
|
|
<div class="space-y-6">
|
|
<%= entries_by_date(@transactions.map(&:entry), totals: true) do |entries| %>
|
|
<%= render entries %>
|
|
<% end %>
|
|
</div>
|
|
</div>
|
|
<% else %>
|
|
<%= render "entries/empty" %>
|
|
<% end %>
|
|
|
|
<div class="pt-4">
|
|
<%= render "shared/pagination", pagy: @pagy %>
|
|
</div>
|
|
</div>
|
|
</div>
|