mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-19 13:19:39 +02:00
Bulk transaction deletion (#845)
* Clean up transaction show view, add delete button * Clean up tailwind global styles, add switch * Bulk deletion controller and tests * Normalize translations * Add bulk deletion button and form
This commit is contained in:
Zach Gollwitzer
GitHub
parent
115f792198
commit
d3f9be15f1
8 changed files with 225 additions and 95 deletions
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@ -20,7 +20,7 @@
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}
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th {
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@apply whitespace-nowrap px-2 py-3.5 text-left text-sm font-semibold text-gray-900;
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@apply whitespace-nowrap px-2 text-left text-sm font-semibold text-gray-900 py-3.5;
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}
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tbody {
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@ -28,22 +28,22 @@
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}
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td {
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@apply px-2 py-2 text-sm text-gray-500 whitespace-nowrap;
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@apply whitespace-nowrap px-2 py-2 text-sm text-gray-500;
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}
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}
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.form-field {
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@apply relative border border-alpha-black-100 bg-white rounded-md shadow-xs;
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@apply focus-within:shadow-none focus-within:border-gray-900 focus-within:ring-4 focus-within:ring-gray-100;
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@apply relative rounded-md border bg-white border-alpha-black-100 shadow-xs;
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@apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
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}
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.form-field__label {
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@apply px-3 pt-2 pb-0 block text-xs text-gray-500;
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@apply block px-3 pt-2 pb-0 text-xs text-gray-500;
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}
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.form-field__input {
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@apply px-3 pb-2 pt-1 text-sm w-full bg-transparent border-none opacity-100;
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@apply focus:outline-none focus:ring-0 focus:opacity-100;
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@apply w-full border-none bg-transparent px-3 pt-1 pb-2 text-sm opacity-100;
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@apply focus:opacity-100 focus:outline-none focus:ring-0;
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@apply placeholder-shown:opacity-50;
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@apply disabled:opacity-50;
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}
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@ -53,7 +53,7 @@
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}
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.form-field__submit {
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@apply w-full p-3 text-center text-white bg-black rounded-lg cursor-pointer hover:bg-gray-700;
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@apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
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}
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input:checked + label + .toggle-switch-dot {
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@ -65,7 +65,7 @@
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}
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[type='checkbox'].maybe-checkbox--light {
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@apply border-alpha-black-200 checked:bg-gray-900 checked:hover:bg-gray-500 checked:ring-gray-900 focus-visible:ring-gray-900 focus:ring-gray-900;
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@apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
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}
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[type='checkbox'].maybe-checkbox--dark {
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@ -75,6 +75,12 @@
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[type='checkbox'].maybe-checkbox--dark:checked {
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background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
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}
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.maybe-switch {
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@apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
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@apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
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@apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
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}
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}
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/* Small, single purpose classes that should take precedence over other styles */
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@ -52,6 +52,21 @@ class TransactionsController < ApplicationController
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redirect_to transactions_url, notice: t(".success")
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end
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def bulk_delete
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destroyed = Current.family.transactions.destroy_by(id: bulk_delete_params[:transaction_ids])
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redirect_to transactions_url, notice: t(".success", count: destroyed.count)
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end
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def bulk_update
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transactions = Current.family.transactions.where(id: bulk_update_params[:transaction_ids])
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updates = bulk_update_params.except(:transaction_ids)
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if transactions.update_all(bulk_update_params.except(:transaction_ids).to_h)
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redirect_to transactions_url, notice: t(".success", count: transactions.count)
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else
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render :index, status: :unprocessable_entity, notice: t(".failure")
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end
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end
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private
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def set_transaction
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@ -70,11 +85,19 @@ class TransactionsController < ApplicationController
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params[:transaction][:nature].to_s.inquiry
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end
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def bulk_delete_params
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params.require(:bulk_delete).permit(transaction_ids: [])
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end
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def bulk_update_params
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params.require(:bulk_update).permit(:category_id, :excluded, :currency, tag_ids: [], transaction_ids: [])
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end
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def search_params
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params.fetch(:q, {}).permit(:start_date, :end_date, :search, accounts: [], account_ids: [], categories: [], merchants: [])
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end
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def transaction_params
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params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, tag_ids: [], taggings_attributes: [ :id, :tag_id, :_destroy ])
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params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, tag_ids: [])
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end
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end
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@ -18,6 +18,12 @@ export default class extends Controller {
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document.removeEventListener("turbo:load", this.#updateView)
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}
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submitBulkDeletionRequest(e) {
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const form = e.target.closest("form");
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this.#addHiddenFormInputsForSelectedIds(form, "bulk_delete[transaction_ids][]", this.selectedIdsValue)
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form.requestSubmit()
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}
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togglePageSelection(e) {
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if (e.target.checked) {
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this.#selectAll()
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@ -54,6 +60,16 @@ export default class extends Controller {
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this.#updateView()
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}
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#addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
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transactionIds.forEach(id => {
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const input = document.createElement("input");
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input.type = 'hidden'
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input.name = paramName
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input.value = id
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form.appendChild(input)
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})
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}
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#rowsForGroup(group) {
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return this.rowTargets.filter(row => group.contains(row))
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}
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@ -10,8 +10,10 @@
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<%= lucide_icon "pencil-line", class: "w-5 group-hover:text-white" %>
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<% end %>
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<%= button_to "#", disabled: true, class: "cursor-not-allowed p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md", title: "Delete" do %>
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<%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
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<%= form_with url: bulk_delete_transactions_path, builder: ActionView::Helpers::FormBuilder, data: { turbo_confirm: true } do %>
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<button type="button" data-action="bulk-select#submitBulkDeletionRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
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<%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
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</button>
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<% end %>
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</div>
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</div>
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@ -1,81 +1,105 @@
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<%= drawer do %>
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<h3 class="font-medium mb-1">
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<span class="text-2xl"><%= format_money @transaction.amount_money %></span>
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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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<div>
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<header class="mb-4 space-y-1">
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<h3 class="font-medium">
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<span class="text-2xl"><%= format_money @transaction.amount_money %></span>
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<span class="text-lg text-gray-500"><%= @transaction.currency %></span>
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</h3>
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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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<% 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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<span class="text-gray-900 mb-1">Exclude from analytics</span>
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<span class="text-gray-500">This excludes the transaction from any in-app features or analytics.</span>
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<span class="text-sm text-gray-500"><%= @transaction.date.strftime("%A %d %B") %></span>
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</header>
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<div class="space-y-2">
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".overview") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6">
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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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</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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<% 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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</details>
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<div class="mb-2">
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<%= f.select :tag_ids,
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options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
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{
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multiple: true,
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label: t(".select_tags"),
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class: "placeholder:text-gray-500"
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},
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".description") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6">
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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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<% end %>
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</div>
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</details>
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".additional") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6 space-y-2">
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<%= f.select :tag_ids,
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options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
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{
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multiple: true,
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label: t(".select_tags"),
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class: "placeholder:text-gray-500"
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},
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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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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<% end %>
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</div>
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</details>
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".settings") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6">
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<%= form_with model: @transaction, html: { class: "p-3", data: { controller: "auto-submit-form" } } do |f| %>
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<div class="flex cursor-pointer items-center justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
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<p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
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</div>
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<div class="relative inline-block select-none">
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<%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
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<label for="transaction_excluded" class="maybe-switch"></label>
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</div>
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</div>
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<% end %>
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<div class="flex items-center justify-between gap-2 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-gray-900"><%= t(".delete_title") %></h4>
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<p class="text-gray-500"><%= t(".delete_subtitle") %></p>
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</div>
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<%= button_to t(".delete"),
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transaction_path(@transaction),
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method: :delete,
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class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
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data: { turbo_confirm: true, turbo_frame: "_top" } %>
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</div>
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</div>
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</details>
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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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<% end %>
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</details>
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</div>
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<% end %>
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@ -1,6 +1,11 @@
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---
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en:
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transactions:
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bulk_delete:
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success: "%{count} transactions deleted"
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||||
bulk_update:
|
||||
failure: Could not update transactions
|
||||
success: "%{count} transactions updated"
|
||||
categories:
|
||||
create:
|
||||
success: New transaction category created successfully
|
||||
|
|
@ -96,6 +101,17 @@ en:
|
|||
update:
|
||||
success: Merchant updated successfully
|
||||
show:
|
||||
additional: Additional
|
||||
delete: Delete
|
||||
delete_subtitle: This permanently deletes the transaction, affects your historical
|
||||
balances, and cannot be undone.
|
||||
delete_title: Delete transaction
|
||||
description: Description
|
||||
exclude_subtitle: This excludes the transaction from any in-app features or
|
||||
analytics.
|
||||
exclude_title: Exclude transaction
|
||||
overview: Overview
|
||||
select_tags: Select one or more tags
|
||||
settings: Settings
|
||||
update:
|
||||
success: Transaction updated successfully
|
||||
|
|
|
|||
|
|
@ -43,6 +43,9 @@ Rails.application.routes.draw do
|
|||
|
||||
resources :transactions do
|
||||
collection do
|
||||
post "bulk_delete"
|
||||
post "bulk_update"
|
||||
|
||||
scope module: :transactions, as: :transaction do
|
||||
resources :rows, only: %i[ show update ]
|
||||
|
||||
|
|
|
|||
|
|
@ -97,13 +97,16 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
|
||||
test "incomes are negative" do
|
||||
assert_difference("Transaction.count") do
|
||||
post transactions_url, params: { transaction: {
|
||||
nature: "income",
|
||||
account_id: @transaction.account_id,
|
||||
amount: @transaction.amount,
|
||||
currency: @transaction.currency,
|
||||
date: @transaction.date,
|
||||
name: @transaction.name } }
|
||||
post transactions_url, params: {
|
||||
transaction: {
|
||||
nature: "income",
|
||||
account_id: @transaction.account_id,
|
||||
amount: @transaction.amount,
|
||||
currency: @transaction.currency,
|
||||
date: @transaction.date,
|
||||
name: @transaction.name
|
||||
}
|
||||
}
|
||||
end
|
||||
|
||||
assert_redirected_to transactions_url
|
||||
|
|
@ -122,7 +125,8 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
amount: @transaction.amount,
|
||||
currency: @transaction.currency,
|
||||
date: @transaction.date,
|
||||
name: @transaction.name
|
||||
name: @transaction.name,
|
||||
tag_ids: [ Tag.first.id, Tag.second.id ]
|
||||
}
|
||||
}
|
||||
|
||||
|
|
@ -138,4 +142,40 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
assert_redirected_to transactions_url
|
||||
assert_enqueued_with(job: AccountSyncJob)
|
||||
end
|
||||
|
||||
test "can destroy many transactions at once" do
|
||||
delete_count = 10
|
||||
assert_difference("Transaction.count", -delete_count) do
|
||||
post bulk_delete_transactions_url, params: { bulk_delete: { transaction_ids: @recent_transactions.first(delete_count).pluck(:id) } }
|
||||
end
|
||||
|
||||
assert_redirected_to transactions_url
|
||||
assert_equal "10 transactions deleted", flash[:notice]
|
||||
end
|
||||
|
||||
test "can update many transactions at once" do
|
||||
transactions = @user.family.transactions.ordered.limit(20)
|
||||
|
||||
transactions.each do |transaction|
|
||||
transaction.update! excluded: false, currency: "USD", category_id: Transaction::Category.first.id
|
||||
end
|
||||
|
||||
post bulk_update_transactions_url, params: {
|
||||
bulk_update: {
|
||||
transaction_ids: transactions.map(&:id),
|
||||
excluded: true,
|
||||
currency: "CAD",
|
||||
category_id: Transaction::Category.second.id
|
||||
}
|
||||
}
|
||||
|
||||
assert_redirected_to transactions_url
|
||||
assert_equal "#{transactions.count} transactions updated", flash[:notice]
|
||||
|
||||
transactions.reload.each do |transaction|
|
||||
assert transaction.excluded
|
||||
assert_equal "CAD", transaction.currency
|
||||
assert_equal Transaction::Category.second, transaction.category
|
||||
end
|
||||
end
|
||||
end
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue