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Create tagging system (#792)
* Repro * Fix * Update signage * Create tagging system * Add tags to transaction imports * Build tagging UI * Cleanup * More cleanup
This commit is contained in:
Zach Gollwitzer
GitHub
parent
41c991384a
commit
457247da8e
38 changed files with 607 additions and 90 deletions
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@ -14,20 +14,20 @@
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<%= form_with url: transaction_category_deletions_path(@category),
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data: {
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turbo: false,
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controller: "category-deletion",
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category_deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
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category_deletion_safe_action_class: "form-field__submit border border-transparent",
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category_deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
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category_deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
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controller: "deletion",
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deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
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deletion_safe_action_class: "form-field__submit border border-transparent",
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deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
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deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
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<%= f.collection_select :replacement_category_id,
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Current.family.transaction_categories.alphabetically.without(@category),
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:id, :name,
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{ prompt: t(".replacement_category_prompt"), label: t(".category") },
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{ data: { category_deletion_target: "replacementCategoryField", action: "category-deletion#updateSubmitButton" } } %>
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{ data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
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<%= f.submit t(".delete_and_leave_uncategorized", category_name: @category.name),
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class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
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data: { category_deletion_target: "submitButton" } %>
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data: { deletion_target: "submitButton" } %>
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<% end %>
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</article>
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<% end %>
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@ -22,7 +22,7 @@
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</div>
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<footer class="flex justify-between gap-4">
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<%= previous_setting("Accounts", accounts_path) %>
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<%= previous_setting("Tags", tags_path) %>
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<%= next_setting("Merchants", transaction_merchants_path) %>
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</footer>
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</section>
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@ -4,37 +4,44 @@
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<span class="text-lg text-gray-500"><%= @transaction.currency %></span>
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</h3>
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<span class="text-sm text-gray-500"><%= @transaction.date.strftime("%A %d %B") %></span>
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<%= form_with model: @transaction, html: {data: {controller: "auto-submit-form"}} do |f| %>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-4 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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Overview
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
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<div class="h-2"></div>
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<%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-400" }, {class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled"} %>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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Description
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-4 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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Overview
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<div class="space-y-2">
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<%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
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<%= f.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: "Select a category", label: "Category", class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
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<%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-500" }, { class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled" } %>
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</div>
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<% end %>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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Description
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<%= f.text_field :name, label: "Name", "data-auto-submit-form-target": "auto" %>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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<span>Settings</span>
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<% end %>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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<span>Settings</span>
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<label class="flex items-center cursor-pointer justify-between mx-3">
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<%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
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<div class="flex flex-col justify-center text-sm w-[340px] py-3">
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@ -43,16 +50,39 @@
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</div>
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<div class="relative w-9 h-5 bg-gray-200 peer-focus:outline-none peer-focus:ring-4 peer-focus:ring-blue-300 dark:peer-focus:ring-blue-800 rounded-full peer dark:bg-gray-100 peer-checked:after:translate-x-full rtl:peer-checked:after:-translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-[2px] after:start-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-4 after:w-4 after:transition-all dark:border-gray-600 peer-checked:bg-blue-600"></div>
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</label>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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<span>Additional</span>
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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<% end %>
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</details>
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<details class="group" open>
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<summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 mb-2">
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<div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
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<span>Additional</span>
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<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
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</div>
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</summary>
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<div class="mb-2">
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<% if @transaction.tags.any? %>
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<div class="pt-3 pb-2 flex flex-wrap items-center gap-1">
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<% @transaction.tags.each do |tag| %>
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<div class="relative">
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<%= render partial: "tags/badge", locals: { tag: tag } %>
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<%= button_to transaction_path(@transaction, transaction: { remove_tag_id: tag.id }), method: :patch, "data-turbo": false, class: "absolute -top-2 -right-1 px-0.5 py rounded-full hover:bg-alpha-black-200 border border-alpha-black-100" do %>
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<%= lucide_icon("x", class: "w-3 h-3") %>
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<% end %>
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</div>
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<% end %>
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</div>
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</summary>
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<% end %>
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form", turbo: false } } do |f| %>
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<%= f.collection_select :tag_id, Current.family.tags.alphabetically.excluding(@transaction.tags), :id, :name, { prompt: "Select a tag", label: "Select a tag", class: "placeholder:text-gray-500" }, "data-auto-submit-form-target": "auto", "data-turbo": false %>
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<% end %>
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</div>
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<%= f.text_area :notes, label: "Notes", placeholder: "Enter a note", "data-auto-submit-form-target": "auto" %>
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</details>
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<% end %>
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<% end %>
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</details>
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<% end %>
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