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Maybe/app/helpers/forms_helper.rb
Zach Gollwitzer 297a695d0f
Transaction rules engine V1 (#1900)
* Domain model sketch

* Scaffold out rules domain

* Migrations

* Remove existing data enrichment for clean slate

* Sketch out business logic and basic tests

* Simplify rule scope building and action executions

* Get generator working again

* Basic implementation + tests

* Remove manual merchant management (rules will replace)

* Revert "Remove manual merchant management (rules will replace)"

This reverts commit 83dcbd9ff0.

* Family and Provider merchants model

* Fix brakeman warnings

* Fix notification loader

* Update notification position

* Add Rule action and condition registries

* Rule form with compound conditions and tests

* Split out notification types, add CTA type

* Rules form builder and Stimulus controller

* Clean up rule registry domain

* Clean up rules stimulus controller

* CTA message for rule when user changes transaction category

* Fix tests

* Lint updates

* Centralize notifications in Notifiable concern

* Implement category rule prompts with auto backoff and option to disable

* Fix layout bug caused by merge conflict

* Initialize rule with correct action for category CTA

* Add rule deletions, get rules working

* Complete dynamic rule form, split Stimulus controllers by resource

* Fix failing tests

* Change test password to avoid chromium conflicts

* Update integration tests

* Centralize all test password references

* Add re-apply rule action

* Rule confirm modal

* Run migrations

* Trigger rule notification after inline category updates

* Clean up rule styles

* Basic attribute locking for rules

* Apply attribute locks on user edits

* Log data enrichments, only apply rules to unlocked attributes

* Fix merge errors

* Additional merge conflict fixes

* Form UI improvements, ignore attribute locks on manual rule application

* Batch AI auto-categorization of transactions

* Auto merchant detection, ai enrichment in batches

* Fix Plaid merchant assignments

* Plaid category matching

* Cleanup 1

* Test cleanup

* Remove stale route

* Fix desktop chat UI issues

* Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00

38 lines
1.6 KiB
Ruby

module FormsHelper
def styled_form_with(**options, &block)
options[:builder] = StyledFormBuilder
form_with(**options, &block)
end
def modal_form_wrapper(title:, subtitle: nil, overflow_visible: false, &block)
content = capture &block
render partial: "shared/modal_form", locals: { title:, subtitle:, content:, overflow_visible: }
end
def radio_tab_tag(form:, name:, value:, label:, icon:, checked: false, disabled: false, class: nil)
form.label name, for: form.field_id(name, value), class: "group has-disabled:cursor-not-allowed" do
concat radio_tab_contents(label:, icon:, class:)
concat form.radio_button(name, value, checked:, disabled:, class: "hidden")
end
end
def period_select(form:, selected:, classes: "border border-secondary bg-container-inset rounded-lg text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0")
periods_for_select = Period.all.map { |period| [ period.label_short, period.key ] }
form.select(:period, periods_for_select, { selected: selected.key }, class: classes, data: { "auto-submit-form-target": "auto" })
end
def currencies_for_select
Money::Currency.all_instances.sort_by { |currency| [ currency.priority, currency.name ] }
end
private
def radio_tab_contents(label:, icon:, class: nil)
tag.div(class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-sm md:text-normal text-subdued group-has-checked:bg-container group-has-checked:text-gray-800 group-has-checked:shadow-sm") do
concat lucide_icon(icon, class: "w-5 h-5")
concat tag.span(label, class: "group-has-checked:font-semibold")
end
end
end