mirror of
https://github.com/we-promise/sure.git
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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
99 lines
4.0 KiB
Plaintext
99 lines
4.0 KiB
Plaintext
<%# locals: (entry:, balance_trend: nil, view_ctx: "global") %>
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<% transaction = entry.entryable %>
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<%= turbo_frame_tag dom_id(entry) do %>
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<%= turbo_frame_tag dom_id(transaction) do %>
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<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 md:p-4
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<%= @focused_record == entry || @focused_record == transaction ?
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"border border-gray-900 rounded-lg" : "" %>">
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<div class="pr-4 md:pr-10 flex items-center gap-3 md:gap-4
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<%= balance_trend ? "col-span-8 md:col-span-6" : "col-span-8" %>">
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<%= check_box_tag dom_id(entry, "selection"),
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disabled: transaction.transfer?,
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class: "checkbox checkbox--light",
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data: {
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id: entry.id,
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"bulk-select-target": "row",
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action: "bulk-select#toggleRowSelection"
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} %>
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<div class="max-w-full">
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<%= content_tag :div, class: ["flex items-center gap-2"] do %>
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<% if transaction.merchant&.logo_url.present? %>
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<%= image_tag transaction.merchant.logo_url,
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class: "w-6 h-6 rounded-full",
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loading: "lazy" %>
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<% else %>
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<%= render "shared/circle_logo",
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name: entry.name,
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size: "sm" %>
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<% end %>
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<div class="truncate">
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<div class="space-y-0.5">
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<div class="flex items-center gap-1">
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<%= link_to(
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transaction.transfer? ? transaction.transfer.name : entry.name,
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transaction.transfer? ? transfer_path(transaction.transfer) : entry_path(entry),
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data: {
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turbo_frame: "drawer",
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turbo_prefetch: false
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},
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class: "hover:underline hover:text-gray-800"
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) %>
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<% if entry.excluded %>
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<span title="One-time <%= entry.amount.negative? ? "income" : "expense" %> (excluded from averages)">
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<%= lucide_icon "asterisk", class: "w-4 h-4 shrink-0 text-orange-500" %>
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</span>
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<% end %>
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<% if transaction.transfer? %>
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<%= render "transactions/transfer_match", transaction: transaction %>
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<% end %>
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</div>
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<div class="text-secondary text-xs font-normal hidden md:block">
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<% if transaction.transfer? %>
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<%= render "transfers/account_links",
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transfer: transaction.transfer,
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is_inflow: transaction.transfer_as_inflow.present? %>
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<% else %>
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<%= link_to entry.account.name,
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account_path(entry.account, tab: "transactions", focused_record_id: entry.id),
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data: { turbo_frame: "_top" },
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class: "hover:underline" %>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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</div>
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<div class="hidden md:flex items-center gap-1 col-span-2">
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<%= render "transactions/transaction_category", transaction: transaction %>
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</div>
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<div class="col-span-4 md:col-span-2 ml-auto text-right">
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<%= content_tag :p,
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transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
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class: ["text-green-600": entry.amount.negative?] %>
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</div>
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<% if balance_trend %>
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<div class="col-span-2 justify-self-end hidden md:block">
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<% if balance_trend.trend %>
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<%= tag.p format_money(balance_trend.trend.current),
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class: "font-medium text-sm text-primary" %>
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<% else %>
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<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
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<% end %>
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</div>
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<% end %>
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</div>
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<% end %>
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<% end %>
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