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Maybe/app/views/import/configurations/_transaction_import.html.erb
Zach Gollwitzer 90a9546f32
Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00

111 lines
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Text

<%# locals: (import:) %>
<%= styled_form_with model: @import,
url: import_configuration_path(@import),
scope: :import,
method: :patch,
class: "space-y-4",
data: {
controller: "import",
import_csv_value: import.csv_rows.to_json,
import_amount_type_column_key_value: @import.entity_type_col_label
} do |form| %>
<%# Date Configuration %>
<div class="flex items-center gap-4">
<%= form.select :date_col_label,
import.csv_headers,
{ label: "Date", prompt: "Select column" },
required: true %>
<%= form.select :date_format,
Family::DATE_FORMATS,
{ label: t(".date_format_label"), prompt: "Select format" },
required: true %>
</div>
<%# Amount Configuration %>
<div class="flex items-center gap-4">
<%= form.select :amount_col_label,
import.csv_headers,
{ label: "Amount", container_class: "w-2/5", prompt: "Select column" },
required: true %>
<%= form.select :currency_col_label,
import.csv_headers,
{ include_blank: "Default", label: "Currency", container_class: "w-1/5" } %>
<%= form.select :number_format,
Import::NUMBER_FORMATS.keys,
{ label: "Format", prompt: "Select format", container_class: "w-2/5" },
required: true %>
</div>
<%# Amount Type Strategy %>
<%= form.select :amount_type_strategy,
Import::AMOUNT_TYPE_STRATEGIES.map { |strategy| [strategy.humanize, strategy] },
{ label: "Amount type strategy", prompt: "Select strategy" },
required: true,
data: {
action: "import#handleAmountTypeStrategyChange",
import_target: "amountTypeStrategySelect"
} %>
<%# Signed Amount Configuration %>
<%= tag.fieldset data: { import_target: "signedAmountFieldset" },
class: @import.amount_type_strategy == "signed_amount" ? "block" : "hidden" do %>
<div class="flex items-center gap-2">
<span class="text-sm shrink-0 text-secondary">↪</span>
<%= form.select :signage_convention,
[["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]],
{ label: "Amount type", prompt: "Select convention" },
required: @import.amount_type_strategy == "signed_amount" %>
</div>
<% end %>
<%# Custom Column Configuration %>
<%= tag.fieldset data: { import_target: "customColumnFieldset" },
class: @import.amount_type_strategy == "custom_column" ? "block" : "hidden" do %>
<div class="space-y-2">
<div class="flex items-center gap-2 text-sm">
<span class="shrink-0 text-secondary">↪</span>
<span class="text-secondary">Set</span>
<%= form.select :entity_type_col_label,
import.csv_headers,
{ prompt: "Select column", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
required: @import.amount_type_strategy == "custom_column",
data: { action: "import#handleAmountTypeChange" } %>
<span class="text-secondary">as amount type column</span>
</div>
<div class="items-center gap-2 text-sm <%= @import.entity_type_col_label.nil? ? "hidden" : "flex" %>" data-import-target="amountTypeValue">
<span class="shrink-0 text-secondary">↪</span>
<span class="text-secondary">Set</span>
<%= form.select :amount_type_inflow_value,
@import.selectable_amount_type_values,
{ prompt: "Select column", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
required: @import.amount_type_strategy == "custom_column" %>
<span class="text-secondary">as "income" (inflow) value</span>
</div>
</div>
<% end %>
<%# Optional Fields %>
<% unless import.account.present? %>
<%= form.select :account_col_label,
import.csv_headers,
{ include_blank: "Leave empty", label: "Account" } %>
<% end %>
<%= form.select :name_col_label,
import.csv_headers,
{ include_blank: "Leave empty", label: "Name" } %>
<%= form.select :category_col_label,
import.csv_headers,
{ include_blank: "Leave empty", label: "Category" } %>
<%= form.select :tags_col_label,
import.csv_headers,
{ include_blank: "Leave empty", label: "Tags" } %>
<%= form.select :notes_col_label,
import.csv_headers,
{ include_blank: "Leave empty", label: "Notes" } %>
<%= form.submit "Apply configuration", disabled: import.complete? %>
<% end %>