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* refactor(design-system): migrate 9 hand-rolled buttons with orphan btn-- classes to DS::Button / DS::Link Part of #1715 §5. The `btn`, `btn--primary`, `btn--outline`, `btn--ghost`, `btn--sm` CSS classes have no backing styles anywhere in the codebase (no .btn definition in app/assets/, no Bootstrap dependency). These callsites have been rendering unstyled buttons / links since the underlying CSS was last removed. Migrate the 9 broken callsites: - `app/views/transactions/show.html.erb` — duplicate-merge action buttons (×2): `button_to ... class: "btn btn--primary btn--sm"` / `class: "btn btn--outline btn--sm"` → DS::Button with href + variant + size + `data: { turbo_method: :post }`. - `app/views/snaptrade_items/select_existing_account.html.erb` — "Go to Provider Settings" link → DS::Link primary sm. - `app/views/indexa_capital_items/select_existing_account.html.erb` — same pattern → DS::Link primary sm. - `app/views/import/confirms/show.html.erb` — Publish button + Cancel link → DS::Button primary full-width + DS::Link ghost full-width. - `app/views/simplefin_items/new.html.erb` — Cancel link (`class: "btn"` only) + Connect submit → DS::Link secondary + bare `f.submit` (already routes to DS::Button via StyledFormBuilder). - `app/views/settings/providers/_ibkr_panel.html.erb`, `_snaptrade_panel.html.erb`, `_indexa_capital_panel.html.erb` — strip the orphan `class: "btn btn--primary"` from `f.submit` callers; the submit is already a styled DS::Button via the form builder. The next PR in this chain (Phase B) will tackle the larger inline- button cluster (~29 files, 38 instances) — provider panels and provider-item flows hand-rolling the same `inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-inverse bg-inverse hover:bg-inverse-hover focus:outline-none focus:ring-2 focus:ring-primary transition-colors` string. * refactor(design-system): migrate 38 hand-rolled provider buttons to DS::Button / DS::Link (#1715 §5 part B) Bulk sweep of the second cluster from §5. 29 files, 38 button instances — each one hand-rolled the same long Tailwind string for the primary action button: inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-inverse bg-inverse hover:bg-inverse-hover focus:outline-none focus:ring-2 focus:ring-primary transition-colors (some variations used `button-bg-primary hover:button-bg-primary-hover` instead of `bg-inverse hover:bg-inverse-hover` — same intent). Every instance is now a DS::Button / DS::Link with `variant: :primary`, which: - Picks up the new focus-ring + touch-target work from #1840 once that merges. - Stops duplicating the long Tailwind string across 29 files — single source of truth in `DS::Buttonish::VARIANTS[:primary]`. - Picks up consistent `aria-label` derivation for icon-only forms. - Removes the misnamed `focus:ring-primary` (no token) — the new ring comes from `base.css` automatically. Migration patterns applied: - `f.submit text, class: "inline-flex …"` inside `styled_form_with` → bare `<%= f.submit text %>`. StyledFormBuilder routes through DS::Button. - `link_to text, path, class: "inline-flex …"` → DS::Link primary. - `button_to text, path, method: :X, class: "inline-flex …"` → DS::Button with `href: path` and `data: { turbo_method: :X }`. - `submit_tag text, class: "inline-flex …"` inside raw `form_with` → DS::Button with `type: :submit`. Notable adjustments: - `holdings/show.html.erb` — the form was `form_with` (not styled). Switched to `styled_form_with` so `f.submit` routes through DS::Button. `f.combobox` (hotwire_combobox) still works through the styled builder. - Two `link_to settings_providers_path` callsites in `coinstats_items/new.html.erb` + `enable_banking_items/new.html.erb` had `w-full inline-flex … hidden md:inline-flex` — the responsive pair conflicted (both `inline-flex` and `hidden md:inline-flex` on the same element). Migrated to `full_width: true` without the responsive split; the buttons now render at all breakpoints consistently. (Pre-existing copy-paste bug, fixed in passing.) - `enable_banking_panel` add-connection button gained `icon: "plus"` via the DS::Button API; the explicit `gap-2 … icon "plus"` markup is now redundant. Sibling buttons that don't match the primary spec (destructive trash, secondary outline-bordered, button-bg-secondary-strong on holdings/show.html.erb, etc.) are intentionally left alone — they need their own audit pass once #1840 lands and the focus-ring behavior on those variants is stable. * fix(review): restore SimpleFIN submit styling + i18n provider_form label - SimpleFIN new modal: switch form_with -> styled_form_with so f.submit picks up the DS::Button render via styled builder (Codex #1860). - _provider_form: replace hardcoded "Save and connect" with t(".save_and_connect") and add scoped key under settings.providers.provider_form (CodeRabbit).
437 lines
20 KiB
Plaintext
437 lines
20 KiB
Plaintext
<%= render DS::Dialog.new(frame: "drawer", responsive: true) do |dialog| %>
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<% dialog.with_header(custom_header: true) do %>
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<div class="flex items-start justify-between gap-4">
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<%= render "transactions/header", entry: @entry %>
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<%= dialog.close_button %>
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</div>
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<% end %>
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<% dialog.with_body do %>
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<%# Potential duplicate alert %>
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<% if @entry.transaction.has_potential_duplicate? %>
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<% potential_match = @entry.transaction.potential_duplicate_entry %>
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<% if potential_match %>
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<div class="mx-4 my-3 p-4 rounded-lg border border-warning bg-warning/5">
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<div class="flex items-start gap-3">
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<%= icon "alert-triangle", size: "md", color: "warning" %>
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<div class="flex-1 space-y-2">
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<h4 class="text-sm font-medium text-primary"><%= t("transactions.show.potential_duplicate_title") %></h4>
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<p class="text-sm text-secondary"><%= t("transactions.show.potential_duplicate_description") %></p>
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<div class="mt-3 p-3 rounded bg-container border border-primary">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-sm font-medium text-primary"><%= potential_match.name %></p>
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<p class="text-xs text-secondary"><%= potential_match.date.strftime("%b %d, %Y") %> • <%= potential_match.account.name %></p>
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</div>
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<p class="text-sm font-medium privacy-sensitive <%= potential_match.amount.negative? ? "text-green-600" : "text-primary" %>">
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<%= format_money(-potential_match.amount_money) %>
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</p>
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</div>
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</div>
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<div class="flex items-center gap-2 mt-3">
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<%= render DS::Button.new(
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text: t("transactions.show.merge_duplicate"),
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href: merge_duplicate_transaction_path(@entry.transaction),
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variant: :primary,
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size: :sm,
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data: { turbo_method: :post, turbo_frame: "_top" }
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) %>
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<%= render DS::Button.new(
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text: t("transactions.show.keep_both"),
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href: dismiss_duplicate_transaction_path(@entry.transaction),
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variant: :outline,
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size: :sm,
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data: { turbo_method: :post, turbo_frame: "_top" }
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) %>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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<% end %>
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<%= render "entries/protection_indicator", entry: @entry, unlock_path: unlock_transaction_path(@entry.transaction) %>
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<% dialog.with_section(title: t(".overview"), open: true) do %>
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<div>
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<% split_locked = @entry.split_child? || @entry.split_parent? %>
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<% edit_locked = !can_edit_entry? %>
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<% annotate_locked = !can_annotate_entry? %>
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= hidden_field_tag :grouped, "true" if params[:grouped] == "true" %>
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<%= f.text_field :name,
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label: t(".name_label"),
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disabled: @entry.split_child? || edit_locked,
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"data-auto-submit-form-target": "auto" %>
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<%= f.date_field :date,
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label: t(".date_label"),
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max: Date.current,
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disabled: @entry.linked? || split_locked || edit_locked,
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"data-auto-submit-form-target": "auto" %>
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<% unless @entry.transaction.transfer? %>
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<div class="flex items-center gap-2">
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<%= f.select :nature,
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[["Expense", "outflow"], ["Income", "inflow"]],
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{ container_class: "w-1/3", label: t(".nature"), selected: @entry.amount.negative? ? "inflow" : "outflow" },
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{ data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? || split_locked || edit_locked } %>
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<%= f.money_field :amount, label: t(".amount"),
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container_class: "w-2/3",
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auto_submit: true,
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min: 0,
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value: @entry.amount.abs,
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disabled: @entry.linked? || split_locked || edit_locked,
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disable_currency: @entry.linked? || split_locked || edit_locked %>
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</div>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.collection_select :category_id,
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Current.family.categories.alphabetically,
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:id, :name,
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{ label: t(".category_label"),
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class: "text-subdued", include_blank: t(".uncategorized"),
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variant: :badge, searchable: true, disabled: @entry.split_child? || annotate_locked },
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% dialog.with_section(title: t(".details")) do %>
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= hidden_field_tag :grouped, "true" if params[:grouped] == "true" %>
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<% unless @entry.transaction.transfer? %>
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<%= f.select :account,
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options_for_select(
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accessible_accounts.alphabetically.pluck(:name, :id),
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@entry.account_id
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),
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{ label: t(".account_label") },
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{ disabled: true } %>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.collection_select :merchant_id,
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Current.family.available_merchants_for(Current.user).alphabetically,
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:id, :name,
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{ include_blank: t(".none"),
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label: t(".merchant_label"),
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variant: :logo, searchable: true, menu_placement: :auto, disabled: @entry.split_child? || !can_annotate_entry? },
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"data-auto-submit-form-target": "auto" %>
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<%= ef.select :tag_ids,
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Current.family.tags.alphabetically.pluck(:name, :id),
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{
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include_blank: t(".none"),
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multiple: true,
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label: t(".tags_label"),
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disabled: !can_annotate_entry?
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},
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{ "data-controller": "multi-select", "data-auto-submit-form-target": "auto" } %>
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<% end %>
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<% end %>
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<% end %>
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<%= render "transactions/notes", entry: @entry, can_annotate: can_annotate_entry? %>
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<% end %>
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<% dialog.with_section(title: t(".attachments")) do %>
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<%= render "transactions/attachments", transaction: @entry.transaction, can_upload: can_annotate_entry?, can_delete: can_edit_entry? %>
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<% end %>
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<% if (details = build_transaction_extra_details(@entry)) %>
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<% dialog.with_section(title: t(".additional_details"), open: false) do %>
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<div class="px-3 py-2 space-y-3">
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<% if details[:kind] == :simplefin %>
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<% sf = details[:simplefin] %>
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<% if sf.present? %>
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<dl class="space-y-2">
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<% if sf[:payee].present? %>
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<div class="flex items-center justify-between gap-2">
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<dt class="text-secondary text-sm"><%= t(".payee") %></dt>
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<dd class="text-sm text-primary"><%= sf[:payee] %></dd>
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</div>
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<% end %>
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<% if sf[:description].present? %>
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<div class="flex items-center justify-between gap-2">
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<dt class="text-secondary text-sm"><%= t(".description") %></dt>
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<dd class="text-sm text-primary"><%= sf[:description] %></dd>
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</div>
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<% end %>
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<% if sf[:memo].present? %>
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<div class="flex items-center justify-between gap-2">
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<dt class="text-secondary text-sm"><%= t(".memo") %></dt>
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<dd class="text-sm text-primary"><%= sf[:memo] %></dd>
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</div>
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<% end %>
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</dl>
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<% end %>
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<% if details[:provider_extras].present? %>
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<div class="pt-2">
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<h4 class="text-sm text-secondary mb-1"><%= t(".provider_extras") %></h4>
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<dl class="space-y-2">
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<% details[:provider_extras].each do |ex| %>
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<div class="flex items-center justify-between gap-2">
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<dt class="text-secondary text-sm"><%= ex[:key] %></dt>
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<dd class="text-sm text-primary truncate max-w-[60%]" title="<%= ex[:title] %>"><%= ex[:value] %></dd>
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</div>
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<% end %>
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</dl>
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</div>
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<% end %>
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<% else %>
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<pre class="text-xs text-secondary bg-surface-inset rounded p-2 overflow-auto"><%= details[:raw] %></pre>
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<% end %>
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</div>
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<% end %>
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<% end %>
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<%# Split children list for split parent %>
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<% if @entry.split_parent? %>
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<% dialog.with_section(title: t("splits.show.title"), open: true) do %>
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<div class="px-3 py-2 space-y-2">
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<p class="text-xs text-secondary"><%= t("splits.show.description") %></p>
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<% @entry.child_entries.includes(:entryable).each do |child| %>
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<div class="flex items-center justify-between p-2 rounded-lg border border-primary">
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<div>
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<p class="text-sm font-medium text-primary"><%= child.name %></p>
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<p class="text-xs text-secondary"><%= child.entryable.try(:category)&.name || t("splits.new.uncategorized") %></p>
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</div>
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<p class="text-sm font-medium privacy-sensitive <%= child.amount.negative? ? "text-green-600" : "text-primary" %>">
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<%= format_money(-child.amount_money) %>
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</p>
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</div>
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<% end %>
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<div class="flex items-center gap-3 pt-2">
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<%= render DS::Link.new(
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text: t("splits.child.edit_split"),
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icon: "pencil",
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variant: "ghost",
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size: :sm,
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href: edit_transaction_split_path(@entry),
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frame: :modal
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) %>
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<%= render DS::Button.new(
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text: t("splits.show.unsplit_button"),
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icon: "undo-2",
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variant: "ghost",
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size: :sm,
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class: "text-destructive",
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href: transaction_split_path(@entry),
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method: :delete,
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confirm: CustomConfirm.new(title: t("splits.show.unsplit_title"), body: t("splits.show.unsplit_confirm"), btn_text: t("splits.show.unsplit_button"), destructive: true),
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frame: "_top"
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) %>
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</div>
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</div>
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<% end %>
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<% end %>
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<%# For split child, show parent info and actions %>
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<% if @entry.split_child? %>
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<% dialog.with_section(title: t("splits.child.title"), open: true) do %>
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<div class="px-3 py-2">
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<% parent = @entry.parent_entry %>
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<% if parent %>
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<div class="p-3 rounded-lg border border-secondary space-y-3">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-sm font-medium text-primary"><%= parent.name %></p>
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<p class="text-xs text-secondary"><%= parent.date.strftime("%b %d, %Y") %></p>
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</div>
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<p class="text-sm font-medium privacy-sensitive text-primary">
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<%= format_money(-parent.amount_money) %>
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</p>
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</div>
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<div class="flex items-center gap-3 border-t border-primary pt-2">
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<%= render DS::Link.new(
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text: t("splits.child.edit_split"),
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icon: "pencil",
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variant: "ghost",
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size: :sm,
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href: edit_transaction_split_path(parent),
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frame: :modal
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) %>
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<%= render DS::Button.new(
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text: t("splits.child.unsplit"),
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icon: "undo-2",
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variant: "ghost",
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size: :sm,
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class: "text-destructive",
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href: transaction_split_path(parent),
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method: :delete,
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confirm: CustomConfirm.new(title: t("splits.show.unsplit_title"), body: t("splits.show.unsplit_confirm"), btn_text: t("splits.show.unsplit_button"), destructive: true),
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frame: "_top"
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) %>
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</div>
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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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<% if can_edit_entry? %>
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<% dialog.with_section(title: t(".settings")) do %>
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<% unless @entry.split_parent? %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= hidden_field_tag :grouped, "true" if params[:grouped] == "true" %>
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<div class="flex cursor-pointer items-center gap-4 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".exclude") %></h4>
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<p class="text-secondary"><%= t(".exclude_description") %></p>
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</div>
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<%= f.toggle :excluded, { data: { auto_submit_form_target: "auto" } } %>
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</div>
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<% end %>
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</div>
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<% end %>
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<% if @entry.account.investment? || @entry.account.crypto? %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= hidden_field_tag :grouped, "true" if params[:grouped] == "true" %>
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<%= f.fields_for :entryable do |ef| %>
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<div class="flex cursor-pointer items-center gap-4 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".activity_type") %></h4>
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<p class="text-secondary"><%= t(".activity_type_description") %></p>
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</div>
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<%= ef.select :investment_activity_label,
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options_for_select(
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[["—", nil]] + Transaction::ACTIVITY_LABELS.map { |l| [t("transactions.activity_labels.#{l.parameterize(separator: '_')}"), l] },
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@entry.entryable.investment_activity_label
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),
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{ label: false },
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{ class: "form-field__input border border-secondary rounded-lg px-3 py-1.5 max-w-40 text-sm",
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data: { auto_submit_form_target: "auto" } } %>
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</div>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% unless @entry.split_child? %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= hidden_field_tag :grouped, "true" if params[:grouped] == "true" %>
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<%= f.fields_for :entryable do |ef| %>
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<div class="flex cursor-pointer items-center gap-4 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".one_time_title", type: @entry.amount.negative? ? t("transactions.form.income") : t("transactions.form.expense")) %></h4>
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<p class="text-secondary"><%= t(".one_time_description") %></p>
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</div>
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<%= ef.toggle :kind, {
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checked: @entry.transaction.one_time?,
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data: { auto_submit_form_target: "auto" }
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}, "one_time", "standard" %>
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</div>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<%# Split Transaction %>
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<% if @entry.transaction.splittable? %>
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<div class="flex items-center justify-between gap-4 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t("splits.show.button_title") %></h4>
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<p class="text-secondary"><%= t("splits.show.button_description") %></p>
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</div>
|
|
<%= render DS::Link.new(
|
|
text: t("splits.show.button"),
|
|
icon: "split",
|
|
variant: "outline",
|
|
href: new_transaction_split_path(@entry),
|
|
frame: :modal
|
|
) %>
|
|
</div>
|
|
<% end %>
|
|
<% unless @entry.split_child? %>
|
|
<div class="flex items-center justify-between gap-4 p-3">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t(".transfer_or_debt_payment") %></h4>
|
|
<p class="text-secondary"><%= t(".transfer_matcher_description") %></p>
|
|
</div>
|
|
<%= render DS::Link.new(
|
|
text: t(".open_matcher"),
|
|
icon: "arrow-left-right",
|
|
variant: "outline",
|
|
href: new_transaction_transfer_match_path(@entry),
|
|
frame: :modal
|
|
) %>
|
|
</div>
|
|
<!-- Pending Duplicate Merger -->
|
|
<% if @entry.entryable.is_a?(Transaction) && @entry.entryable.pending? %>
|
|
<div class="flex items-center justify-between gap-4 p-3">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t("transactions.show.pending_duplicate_merger_title") %></h4>
|
|
<p class="text-secondary"><%= t("transactions.show.pending_duplicate_merger_description") %></p>
|
|
</div>
|
|
<%= render DS::Link.new(
|
|
text: t("transactions.show.pending_duplicate_merger_button"),
|
|
icon: "merge",
|
|
variant: "outline",
|
|
href: new_transaction_pending_duplicate_merges_path(@entry),
|
|
frame: :modal
|
|
) %>
|
|
</div>
|
|
<% end %>
|
|
<!-- Convert to Trade (Investment Accounts Only, not already converted) -->
|
|
<% if @entry.account.investment? && @entry.entryable.is_a?(Transaction) && !@entry.excluded? %>
|
|
<div class="flex items-center justify-between gap-2 p-3">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t(".convert_to_trade_title") %></h4>
|
|
<p class="text-secondary"><%= t(".convert_to_trade_description") %></p>
|
|
</div>
|
|
<%= render DS::Button.new(
|
|
text: t(".convert"),
|
|
variant: "outline",
|
|
icon: "arrow-right-left",
|
|
href: convert_to_trade_transaction_path(@entry.transaction),
|
|
method: :get,
|
|
frame: :modal
|
|
) %>
|
|
</div>
|
|
<% end %>
|
|
<!-- Mark as Recurring Form -->
|
|
<div class="flex items-center justify-between gap-2 p-3">
|
|
<div class="text-sm space-y-1">
|
|
<h4 class="text-primary"><%= t(".mark_recurring_title") %></h4>
|
|
<p class="text-secondary"><%= t(".mark_recurring_subtitle") %></p>
|
|
</div>
|
|
<%= render DS::Button.new(
|
|
text: t(".mark_recurring"),
|
|
variant: "outline",
|
|
icon: "repeat",
|
|
href: mark_as_recurring_transaction_path(@entry.transaction),
|
|
method: :post,
|
|
frame: "_top"
|
|
) %>
|
|
</div>
|
|
<% end %>
|
|
<%# Delete Transaction Form - hidden for split children %>
|
|
<% unless @entry.split_child? %>
|
|
<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>
|
|
<%= render DS::Button.new(
|
|
text: t(".delete"),
|
|
variant: "outline-destructive",
|
|
href: entry_path(@entry),
|
|
method: :delete,
|
|
confirm: CustomConfirm.for_resource_deletion("transaction"),
|
|
frame: "_top"
|
|
) %>
|
|
</div>
|
|
<% end %>
|
|
</div>
|
|
<% end %>
|
|
<% end %>
|
|
<% end %>
|
|
<% end %>
|