Files
sure/app/views/rules/index.html.erb
Alex Hatzenbuhler bebe7b40d6 Improve rules - add name, allow sorting, improve UI (#2177)
* Add ability to name a rule

* Add sorting by name and date,

* Improve rule page and form design

* Small header tweak

* Improve sorting click areas by including icon

* Fix brakeman

* Use icon helper instead of lucide_icon helper

* Fix double headers with new DialogComponent

* Use updated_at for sorting instead of created_at

* Use copy-plus icon for compound rules

* Remove icons and change IF/THEN/FOR font in edit form

* Use text-secondary on disabled rules

* First pass at redesigning the sorting menu

* New rule list

* Borders instead of shadows

* Apply proper text color to TO in edit form

* Improve dark mode with proper background color classes

* Use border-secondary

* Add touch: true to conditions and actions of a rule, so updated_at works as expected

* Fix db schema

* Change sort direction to be a LinkComponent outside of the form for better sort behavior

* Clean up dropdown design to match figma

* Match tags/categories design

* Fix name text color, add bg-divider background for dividers

* Fix family subscription tests (thanks zach!)
2025-05-13 15:53:13 -04:00

89 lines
3.5 KiB
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<header class="flex items-center justify-between">
<h1 class="text-primary text-xl font-medium">Rules</h1>
<div class="flex items-center gap-2">
<% if @rules.any? %>
<%= render MenuComponent.new do |menu| %>
<% menu.with_item(
variant: "button",
text: "Delete all rules",
href: destroy_all_rules_path,
icon: "trash-2",
method: :delete,
confirm: CustomConfirm.for_resource_deletion("all rules", high_severity: true)) %>
<% end %>
<% end %>
<%= render LinkComponent.new(
text: "New rule",
variant: "primary",
href: new_rule_path(resource_type: "transaction"),
icon: "plus",
frame: :modal
) %>
</div>
</header>
<% if self_hosted? %>
<div class="flex items-center gap-2 mb-2 py-4">
<%= icon("circle-alert", size: "sm") %>
<p class="text-sm text-secondary">
AI-enabled rule actions will cost money. Be sure to filter as narrowly as possible to avoid unnecessary costs.
</p>
</div>
<% end %>
<div class="bg-container shadow-border-xs rounded-xl p-4">
<% if @rules.any? %>
<div class="bg-container-inset rounded-xl">
<div class="flex justify-between px-4 py-2 text-xs uppercase">
<div class="flex items-center gap-1.5 font-medium text-secondary">
<p>Rules</p>
<span class="text-subdued">&middot;</span>
<p><%= @rules.count %></p>
</div>
<div class="flex items-center gap-1">
<span class="text-secondary">Sort by:</span>
<%= form_with url: rules_path, method: :get, local: true, class: "flex items-center", data: { controller: "auto-submit-form" } do |form| %>
<%= form.select :sort_by,
options_for_select([["Name", "name"], ["Updated At", "updated_at"]], @sort_by),
{},
class: "min-w-[120px] bg-transparent rounded border-none cursor-pointer text-primary uppercase text-xs w-auto",
data: { auto_submit_form_target: "auto", autosubmit_trigger_event: "change" } %>
<%= form.hidden_field :direction, value: @direction %>
<% end %>
<%= render LinkComponent.new(
href: rules_path(direction: @direction == "asc" ? "desc" : "asc", sort_by: @sort_by),
variant: "icon",
icon: "arrow-up-down",
size: :sm,
title: "Toggle sort direction"
) %>
</div>
</div>
<div class="p-1">
<div class="flex flex-col bg-container rounded-xl shadow-border-xs first_child:rounded-t-xl last_child:rounded-b-xl">
<% @rules.each_with_index do |rule, idx| %>
<%= render "rule", rule: rule%>
<% unless idx == @rules.size - 1 %>
<div class="h-px bg-divider ml-4 mr-6"></div>
<% end %>
<% end %>
</div>
</div>
</div>
<% else %>
<div class="flex justify-center items-center py-20">
<div class="text-center flex flex-col items-center max-w-[500px]">
<p class="text-sm text-primary font-medium mb-1">No rules yet</p>
<p class="text-sm text-secondary mb-4">Set up rules to perform actions to your transactions and other data on every account sync.</p>
<div class="flex items-center gap-2">
<%= render LinkComponent.new(
text: "New rule",
variant: "primary",
href: new_rule_path(resource_type: "transaction"),
icon: "plus",
frame: :modal
) %>
</div>
</div>
</div>
<% end %>
</div>