Files
sure/app/views/savings_goals/_form_stepper.html.erb
Guillem Arias c04b306bfd feat(savings_goals/new): drop required asterisks, hide currency, collapse notes, clean footer
P1 of modal refactor — visual fidelity baseline against the Claude
Design reference and refactoring-ui rules.

Drop required: true on name + target_amount (suppresses both the red `*`
indicator and the browser-default HTML5 validation tooltip). Client-side
validation moves into the Stimulus stepper in a follow-up commit.

Pass hide_currency: true on the money_field so single-currency families
don't see a redundant inline currency dropdown.

Wrap the Notes textarea in a <details> disclosure ("Add notes (optional)"
summary) so step 1 isn't padded with rarely-used fields.

Drop the footer top border-subdued divider so the action row floats
against the dialog's existing padding boundary.

Drop the view-layer SavingsGoal::COLORS.sample fallback on hidden color
field — the controller already seeds @savings_goal.color.
2026-05-11 14:56:29 +02:00

188 lines
10 KiB
Plaintext

<%# locals: (savings_goal:, linkable_accounts:) %>
<div data-controller="savings-goal-stepper">
<% if savings_goal.errors.any? %>
<%= render "shared/form_errors", model: savings_goal %>
<% end %>
<%# Connected stepper %>
<div class="flex items-center gap-3 mb-6">
<div class="flex items-center gap-2" data-savings-goal-stepper-target="step1Indicator">
<span data-savings-goal-stepper-target="step1Circle" class="w-7 h-7 rounded-full inline-flex items-center justify-center bg-inverse text-inverse text-xs font-medium">1</span>
<span class="text-sm font-medium text-primary"><%= t("savings_goals.form_stepper.step1.label") %></span>
</div>
<div class="flex-1 h-px bg-subdued" data-savings-goal-stepper-target="stepperLine"></div>
<div class="flex items-center gap-2" data-savings-goal-stepper-target="step2Indicator">
<span data-savings-goal-stepper-target="step2Circle" class="w-7 h-7 rounded-full inline-flex items-center justify-center bg-container-inset text-secondary text-xs font-medium">2</span>
<span class="text-sm font-medium text-secondary"><%= t("savings_goals.form_stepper.step2.label") %></span>
</div>
</div>
<%= styled_form_with model: savings_goal, url: savings_goals_path, class: "space-y-4" do |f| %>
<section data-savings-goal-stepper-target="step1Panel" class="space-y-5">
<div>
<h3 class="text-lg font-semibold text-primary mb-1"><%= t("savings_goals.form_stepper.step1.heading") %></h3>
<p class="text-sm text-secondary"><%= t("savings_goals.form_stepper.step1.subheading") %></p>
</div>
<div>
<label class="block text-sm font-medium text-primary mb-2"><%= t("savings_goals.form_stepper.step1.fields.name") %></label>
<div class="flex items-stretch gap-2">
<span class="shrink-0">
<%= render DS::FilledIcon.new(variant: :container, icon: "target", size: "lg", rounded: false) %>
</span>
<%= f.text_field :name,
placeholder: t("savings_goals.form_stepper.step1.fields.name_placeholder"),
autofocus: true,
label: false,
class: "flex-1",
data: { savings_goal_stepper_target: "nameInput", action: "input->savings-goal-stepper#nameChanged" } %>
</div>
</div>
<div class="grid grid-cols-2 gap-3">
<%= f.money_field :target_amount,
label: t("savings_goals.form_stepper.step1.fields.target_amount"),
hide_currency: true,
amount_data: { savings_goal_stepper_target: "amountInput" } %>
<%= f.date_field :target_date,
label: t("savings_goals.form_stepper.step1.fields.target_date") %>
</div>
<div>
<span class="block text-sm font-medium text-primary mb-2"><%= t("savings_goals.form_stepper.step1.fields.funding_accounts") %></span>
<div class="bg-container-inset rounded-lg p-1">
<% grouped = linkable_accounts.group_by { |a| a.subtype.to_s.presence || "other" } %>
<% grouped.each_with_index do |(subtype, accts), group_idx| %>
<div class="px-3 py-2 text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t("savings_goals.form_stepper.step1.subtypes.#{subtype}", default: subtype.titleize) %></div>
<div class="bg-container rounded-md <%= "mb-1" if group_idx < grouped.size - 1 %>">
<% accts.each_with_index do |account, idx| %>
<label class="flex items-center gap-3 px-3 py-2.5 cursor-pointer hover:bg-surface-hover <%= "border-t border-subdued" if idx > 0 %>">
<%= check_box_tag "savings_goal[account_ids][]",
account.id,
false,
class: "shrink-0",
data: {
savings_goal_stepper_target: "linkedAccountCheckbox",
action: "change->savings-goal-stepper#linkedAccountChanged",
account_name: account.name,
account_subtype: account.subtype || subtype,
account_balance: account.balance
} %>
<%= render Savings::GoalAvatarComponent.new(name: account.name, color: "var(--color-blue-500)", size: "md") %>
<div class="flex-1 min-w-0">
<p class="text-sm font-medium text-primary truncate"><%= account.name %></p>
<p class="text-xs text-secondary"><%= (account.subtype || subtype).titleize %></p>
</div>
<span class="text-sm text-primary tabular-nums"><%= Money.new(account.balance, account.currency).format %></span>
</label>
<% end %>
</div>
<% end %>
</div>
</div>
<details class="border border-subdued rounded-lg group">
<summary class="flex items-center justify-between gap-3 px-4 py-3 cursor-pointer list-none text-sm font-medium text-primary">
<span><%= t("savings_goals.form_stepper.step1.fields.notes_summary") %></span>
<%= icon("chevron-down", size: "sm", class: "group-open:rotate-180 transition-transform") %>
</summary>
<div class="px-4 pb-4">
<%= f.text_area :notes,
label: "",
rows: 2,
placeholder: t("savings_goals.form_stepper.step1.fields.notes_placeholder") %>
</div>
</details>
<%= f.hidden_field :color %>
</section>
<section data-savings-goal-stepper-target="step2Panel" class="space-y-5 hidden">
<div>
<h3 class="text-lg font-semibold text-primary mb-1"><%= t("savings_goals.form_stepper.step2.heading") %></h3>
<p class="text-sm text-secondary"><%= t("savings_goals.form_stepper.step2.subheading") %></p>
</div>
<div class="border border-subdued rounded-lg p-5 space-y-4">
<div class="flex items-center gap-3">
<%= render DS::FilledIcon.new(variant: :container, icon: "target", size: "lg", rounded: false) %>
<div class="min-w-0 flex-1">
<p class="text-base font-medium text-primary truncate" data-savings-goal-stepper-target="reviewName">—</p>
<p class="text-sm text-secondary tabular-nums" data-savings-goal-stepper-target="reviewSummary">—</p>
</div>
</div>
<div class="border-t border-subdued pt-3 flex items-center justify-between text-sm">
<span class="text-secondary"><%= t("savings_goals.form_stepper.step2.funding_accounts") %></span>
<span class="text-primary tabular-nums" data-savings-goal-stepper-target="reviewAccounts">—</span>
</div>
<div class="border-t border-subdued pt-3 flex items-center justify-between text-sm">
<span class="text-secondary"><%= t("savings_goals.form_stepper.step2.suggested_monthly") %></span>
<span class="text-primary tabular-nums" data-savings-goal-stepper-target="reviewSuggested">—</span>
</div>
</div>
<details class="border border-subdued rounded-lg group" data-savings-goal-stepper-target="initialContributionToggle">
<summary class="flex items-center gap-3 p-4 cursor-pointer list-none">
<%= render DS::FilledIcon.new(variant: :container, icon: "zap", size: "md", rounded: false) %>
<div class="flex-1">
<p class="text-sm font-medium text-primary"><%= t("savings_goals.form_stepper.step2.add_initial_contribution") %></p>
<p class="text-xs text-secondary"><%= t("savings_goals.form_stepper.step2.add_initial_contribution_sub") %></p>
</div>
<%= icon("chevron-down", size: "sm") %>
</summary>
<div class="px-4 pb-4 space-y-3">
<div>
<%= label_tag "savings_goal[initial_contribution_amount]",
t("savings_goals.form_stepper.step2.initial_amount"),
class: "block text-sm text-secondary mb-1" %>
<%= number_field_tag "savings_goal[initial_contribution_amount]",
nil,
step: "0.01", min: "0",
autocomplete: "off",
class: "w-full",
data: { savings_goal_stepper_target: "initialContributionAmount" } %>
</div>
<div>
<%= label_tag "savings_goal[initial_contribution_account_id]",
t("savings_goals.form_stepper.step2.initial_account"),
class: "block text-sm text-secondary mb-1" %>
<%= select_tag "savings_goal[initial_contribution_account_id]",
options_for_select([]),
include_blank: t("savings_goals.form_stepper.step2.select_account"),
data: { savings_goal_stepper_target: "initialContributionAccountSelect" },
class: "w-full" %>
</div>
</div>
</details>
</section>
<div class="flex items-center justify-between pt-2">
<button type="button"
class="text-sm font-medium text-secondary hover:text-primary px-2 py-2"
data-savings-goal-stepper-target="footerLeftButton"
data-action="click->savings-goal-stepper#footerLeft"
data-cancel-action="DS--dialog#close">
<span data-savings-goal-stepper-target="footerLeftLabel"><%= t("savings_goals.form_stepper.cancel") %></span>
</button>
<%= render DS::Button.new(
text: t("savings_goals.form_stepper.continue"),
variant: "primary",
icon: "arrow-right",
icon_position: :right,
data: {
savings_goal_stepper_target: "footerRightButton",
action: "click->savings-goal-stepper#footerRight"
}
) %>
<button type="submit"
class="sr-only"
tabindex="-1"
aria-hidden="true"
data-savings-goal-stepper-target="submitButton"><%= t("savings_goals.form_stepper.submit") %></button>
</div>
<% end %>
</div>