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Add inline category selection (#541)
* Implement inline category selection * Add turbo frame to refresh updated transaction * Improve styles * Fix category assignment * Reorganize code * Revert event propagation * Remove unused frames * Make only the transaction name clickable * Add custom scrollbar class
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13 changed files with 177 additions and 205 deletions
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@ -57,4 +57,16 @@
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/* Small, single purpose classes that should take precedence over other styles */
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@layer utilities {
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.scrollbar::-webkit-scrollbar {
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width: 4px;
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}
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.scrollbar::-webkit-scrollbar-thumb {
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background: #d6d6d6;
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border-radius: 10px;
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}
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.scrollbar::-webkit-scrollbar-thumb:hover {
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background: #a6a6a6;
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}
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}
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@ -35,7 +35,7 @@ class TransactionsController < ApplicationController
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respond_to do |format|
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if @transaction.save
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format.html { redirect_to transaction_url(@transaction), notice: "Transaction was successfully created." }
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format.html { redirect_to transaction_url(@transaction), notice: t(".success") }
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else
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format.html { render :new, status: :unprocessable_entity }
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end
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@ -45,7 +45,13 @@ class TransactionsController < ApplicationController
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def update
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respond_to do |format|
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if @transaction.update(transaction_params)
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format.html { redirect_to transaction_url(@transaction), notice: "Transaction was successfully updated." }
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format.html { redirect_to transaction_url(@transaction), notice: t(".success") }
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format.turbo_stream do
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render turbo_stream: [
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turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: t(".success") }),
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turbo_stream.replace("transaction_#{@transaction.id}", partial: "transactions/transaction", locals: { transaction: @transaction })
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]
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end
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else
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format.html { render :edit, status: :unprocessable_entity }
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end
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@ -56,7 +62,7 @@ class TransactionsController < ApplicationController
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@transaction.destroy!
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respond_to do |format|
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format.html { redirect_to transactions_url, notice: "Transaction was successfully destroyed." }
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format.html { redirect_to transactions_url, notice: t(".success") }
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end
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end
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@ -68,6 +74,6 @@ class TransactionsController < ApplicationController
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# Only allow a list of trusted parameters through.
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def transaction_params
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params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded)
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params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id)
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end
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end
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@ -4,20 +4,32 @@ import { Controller } from "@hotwired/stimulus"
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export default class extends Controller {
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static targets = ["menu"]
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toggleMenu(event) {
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event.stopPropagation(); // Prevent event from closing the menu immediately
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this.menuTarget.classList.toggle("hidden");
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toggleMenu = (e) => {
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e.stopPropagation(); // Prevent event from closing the menu immediately
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this.menuTarget.classList.contains("hidden") ? this.showMenu() : this.hideMenu();
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}
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showMenu = () => {
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document.addEventListener("click", this.onDocumentClick);
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this.menuTarget.classList.remove("hidden");
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}
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hideMenu = () => {
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document.removeEventListener("click", this.onDocumentClick);
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this.menuTarget.classList.add("hidden");
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}
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connect() {
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document.addEventListener("click", this.hideMenu);
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disconnect = () => {
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this.hideMenu();
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}
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disconnect() {
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document.removeEventListener("click", this.hideMenu);
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onDocumentClick = (e) => {
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if (this.menuTarget.contains(e.target)) {
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// user has clicked inside of the dropdown
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e.stopPropagation();
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return;
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}
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this.hideMenu();
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}
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}
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@ -8,7 +8,7 @@ export default class extends Controller {
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}
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// Hide the dialog when the user clicks outside of it
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click_outside(e) {
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clickOutside(e) {
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if (e.target === this.element) {
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this.element.close();
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}
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@ -2,6 +2,22 @@
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* To keep consistent styling across the app, this file can be imported in
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* Stimulus controllers to reference our color palette. Mostly used for D3 charts.
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*/
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export const categoryColors = [
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"#e99537",
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"#4da568",
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"#6471eb",
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"#db5a54",
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"#df4e92",
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"#c44fe9",
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"#eb5429",
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"#61c9ea",
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"#805dee",
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"#6ad28a"
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]
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export const categoryDefaultColor = "#737373"
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export default {
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transparent: "transparent",
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current: "currentColor",
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@ -138,4 +154,43 @@ export default {
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600: "#7839EE",
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700: "#6927DA",
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},
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fuchsia: {
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25: "#FEFAFF",
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50: "#FDF4FF",
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100: "#FBE8FF",
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200: "#F6D0FE",
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300: "#EEAAFD",
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400: "#E478FA",
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500: "#D444F1",
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600: "#BA24D5",
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700: "#9F1AB1",
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800: "#821890",
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900: "#6F1877",
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},
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pink: {
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25: "#FFFAFC",
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50: "#FEF0F7",
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100: "#FFD1E2",
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200: "#FFB1CE",
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300: "#FD8FBA",
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400: "#F86BA7",
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500: "#F23E94",
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600: "#D5327F",
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700: "#BA256B",
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800: "#9E1958",
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900: "#840B45",
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},
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orange: {
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25: "#FFF9F5",
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50: "#FFF4ED",
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100: "#FFE6D5",
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200: "#FFD6AE",
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300: "#FF9C66",
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400: "#FF692E",
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500: "#FF4405",
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600: "#E62E05",
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700: "#BC1B06",
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800: "#97180C",
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900: "#771A0D",
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},
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};
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@ -5,14 +5,14 @@ class Transaction::Category < ApplicationRecord
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before_update :clear_internal_category, if: :name_changed?
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DEFAULT_CATEGORIES = [
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{ internal_category: "income", color: "#fd7f6f" },
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{ internal_category: "food_and_drink", color: "#7eb0d5" },
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{ internal_category: "entertainment", color: "#b2e061" },
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{ internal_category: "personal_care", color: "#bd7ebe" },
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{ internal_category: "general_services", color: "#ffb55a" },
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{ internal_category: "auto_and_transport", color: "#ffee65" },
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{ internal_category: "rent_and_utilities", color: "#beb9db" },
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{ internal_category: "home_improvement", color: "#fdcce5" }
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{ internal_category: "income", color: "#e99537" },
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{ internal_category: "food_and_drink", color: "#4da568" },
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{ internal_category: "entertainment", color: "#6471eb" },
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{ internal_category: "personal_care", color: "#db5a54" },
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{ internal_category: "general_services", color: "#df4e92" },
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{ internal_category: "auto_and_transport", color: "#c44fe9" },
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{ internal_category: "rent_and_utilities", color: "#eb5429" },
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{ internal_category: "home_improvement", color: "#61c9ea" }
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]
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def self.ransackable_attributes(auth_object = nil)
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4
app/views/shared/_category_badge.html.erb
Normal file
4
app/views/shared/_category_badge.html.erb
Normal file
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@ -0,0 +1,4 @@
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<%# locals: (name: "Uncategorized", color: "#737373") %>
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<% background_color = "color-mix(in srgb, #{color} 5%, white)" %>
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<% border_color = "color-mix(in srgb, #{color} 10%, white)" %>
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<span class="border text-sm font-medium px-2.5 py-1 rounded-full cursor-pointer" style="background-color: <%= background_color %>; border-color: <%= border_color %>; color: <%= color %>"><%= name %></span>
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@ -1,5 +1,5 @@
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<%= turbo_frame_tag "modal" do %>
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<dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[calc(100vh-32px)] max-w-[480px] w-full shadow-xs h-full mt-4 mr-4" data-controller="modal" data-action="click->modal#click_outside">
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<dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[calc(100vh-32px)] max-w-[480px] w-full shadow-xs h-full mt-4 mr-4" data-controller="modal" data-action="click->modal#clickOutside">
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<div class="flex flex-col h-full p-4">
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<div class="flex justify-end items-center h-9">
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<div data-action="click->modal#close" class="cursor-pointer">
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42
app/views/transactions/_category_dropdown.html.erb
Normal file
42
app/views/transactions/_category_dropdown.html.erb
Normal file
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<%# locals: (transaction:) %>
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<div class="relative" data-controller="dropdown">
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<div class="flex cursor-pointer" data-action="click->dropdown#toggleMenu">
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<%= render partial: "shared/category_badge", locals: transaction.category.nil? ? {} : { name: transaction.category.name, color: transaction.category.color } %>
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</div>
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<div class="absolute z-10 hidden w-screen mt-2 max-w-min cursor-default" data-dropdown-target="menu">
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<div class="w-64 text-sm font-semibold leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
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<div class="flex flex-col">
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<div class="grow p-1.5 cursor-not-allowed">
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<div class="relative flex items-center bg-white border border-gray-200 rounded-lg">
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<input placeholder="Search" class="placeholder:text-sm placeholder:text-gray-500 h-10 relative pl-10 w-full border-none rounded-lg cursor-not-allowed" disabled/>
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<%= lucide_icon("search", class: "w-5 h-5 text-gray-500 ml-2 absolute inset-0 transform top-1/2 -translate-y-1/2") %>
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</div>
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</div>
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<%= form_with model: transaction, namespace: dom_id(transaction), html: { data: { controller: "auto-submit-form" }, class: "flex flex-col gap-0.5 p-1.5 mt-0.5 mr-2 max-h-64 overflow-y-scroll scrollbar" } do |form| %>
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<% Current.family.transaction_categories.each do |category| %>
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<% is_selected = (!transaction.category.nil? and category.id == transaction.category.id) %>
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<div class="flex items-center <%= class_names("bg-gray-25": is_selected) %> hover:bg-gray-25 border-none rounded-lg px-2 py-1 group">
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<%= form.radio_button :category_id, category.id, class: "hidden" %>
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<%= label dom_id(transaction), :transaction_category_id, value: category.id, class: "flex w-full items-center gap-1.5 cursor-pointer" do %>
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<span class="w-5 h-5">
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<%= lucide_icon("check", class: "w-5 h-5 text-gray-500") if is_selected %>
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</span>
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<%= render partial: "shared/category_badge", locals: { name: category.name, color: category.color } %>
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<% end %>
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<button class="ml-auto flex items-center justify-center hover:bg-gray-50 w-8 h-8 rounded-lg invisible group-hover:visible cursor-not-allowed" type="button" disabled>
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<%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
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</button>
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</div>
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<% end %>
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<% end %>
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<hr/>
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<div class="p-1.5 w-full">
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<button class="cursor-not-allowed flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100" disabled>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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Add new
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</button>
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</div>
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</div>
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</div>
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</div>
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</div>
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@ -1,7 +1,12 @@
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<%= link_to transaction_path(transaction), data: { turbo_frame: "modal" }, class: "text-gray-900 flex items-center gap-6 py-4 text-sm font-medium hover:bg-gray-50 px-4", id: dom_id(transaction) do %>
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<div class="w-96 flex items-center gap-2">
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<div class="w-8 h-8 flex items-center justify-center rounded-full bg-gray-600/5 text-gray-600"><%= transaction.name[0].upcase %></div>
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<p class="text-gray-900"><%= transaction.name %></p>
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<%= turbo_frame_tag dom_id(transaction), class:"text-gray-900 flex items-center gap-6 py-4 text-sm font-medium px-4" do %>
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<%= link_to transaction_path(transaction), data: { turbo_frame: "modal" }, class: "group", id: dom_id(transaction) do %>
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<div class="w-96 flex items-center gap-2">
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<div class="w-8 h-8 flex items-center justify-center rounded-full bg-gray-600/5 text-gray-600"><%= transaction.name[0].upcase %></div>
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<p class="text-gray-900 group-hover:underline group-hover:text-gray-800"><%= transaction.name %></p>
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</div>
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<% end %>
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<div class="w-48">
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<%= render partial: "transactions/category_dropdown", locals: { transaction: } %>
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</div>
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<div>
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<p><%= transaction.account.name %></p>
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@ -50,7 +50,7 @@
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</div>
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<div>
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<%= form.select :date, options_for_select([['All', 'all'], ['7D', 'last_7_days'], ['1M', 'last_30_days'], ["1Y", "last_365_days"]], selected: params.dig(:q, :date)), {}, { class: "block h-full w-full border border-gray-200 rounded-lg text-sm py-2 pr-8 pl-2", "data-transactions-search-target": "date" } %>
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<!-- Hidden fields for date range -->
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<%= form.hidden_field :date_gteq, value: '', "data-transactions-search-target": "dateGteq" %>
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<%= form.hidden_field :date_lteq, value: '', "data-transactions-search-target": "dateLteq" %>
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@ -68,12 +68,15 @@
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<div class="w-96">
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<p class="uppercase">transaction</p>
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</div>
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<div class="w-48">
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<p class="uppercase">category</p>
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</div>
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<div class="grow uppercase flex justify-between items-center gap-5 text-xs font-medium text-gray-500">
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<p>account</p>
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<p>amount</p>
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</div>
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</div>
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<div class="space-y-6">
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<% @transactions.group_by { |transaction| transaction.date }.each do |date, grouped_transactions| %>
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<%= render partial: "transactions/transaction_group", locals: { date: date, transactions: grouped_transactions } %>
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