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Ensure Consistent Category Colors (#1722)
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* feat: add validation to require consistent category color

* feat: reflect color requirement in new category form

* refactor: move logic inline over shared component

* rubocop

* tests: fix breaking and add case for new validation

* feat: hide color selector when parent category selected

* feat: override color with parent color in model

* tests: remove case for unnecessary validation

---------

Signed-off-by: Julien Bertazzo Lambert <[email protected]>
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JLambertazzo authored Jan 30, 2025
1 parent ded42a8 commit ad5b0b8
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Showing 4 changed files with 19 additions and 4 deletions.
8 changes: 7 additions & 1 deletion app/javascript/controllers/color_avatar_controller.js
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ import { Controller } from "@hotwired/stimulus";
// Connects to data-controller="color-avatar"
// Used by the transaction merchant form to show a preview of what the avatar will look like
export default class extends Controller {
static targets = ["name", "avatar"];
static targets = ["name", "avatar", "selection"];

connect() {
this.nameTarget.addEventListener("input", this.handleNameChange);
Expand All @@ -25,4 +25,10 @@ export default class extends Controller {
this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
this.avatarTarget.style.color = color;
}

handleParentChange(e) {
const parent = e.currentTarget.value;
const visibility = typeof parent === "string" && parent !== "" ? "hidden" : "visible"
this.selectionTarget.style.visibility = visibility
}
}
8 changes: 8 additions & 0 deletions app/models/category.rb
Original file line number Diff line number Diff line change
Expand Up @@ -14,6 +14,8 @@ class Category < ApplicationRecord
validate :category_level_limit
validate :nested_category_matches_parent_classification

before_create :inherit_color_from_parent

scope :alphabetically, -> { order(:name) }
scope :roots, -> { where(parent_id: nil) }
scope :incomes, -> { where(classification: "income") }
Expand Down Expand Up @@ -85,6 +87,12 @@ def default_categories
end
end

def inherit_color_from_parent
if subcategory?
self.color = parent.color
end
end

def replace_and_destroy!(replacement)
transaction do
transactions.update_all category_id: replacement&.id
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5 changes: 3 additions & 2 deletions app/views/categories/_form.html.erb
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@
<%= render partial: "shared/color_avatar", locals: { name: category.name, color: category.color } %>
</div>

<div class="flex gap-2 items-center justify-center">
<div class="flex gap-2 items-center justify-center" data-color-avatar-target="selection">
<% Category::COLORS.each do |color| %>
<label class="relative">
<%= f.radio_button :color, color, class: "sr-only peer", data: { action: "change->color-avatar#handleColorChange" } %>
Expand All @@ -21,6 +21,7 @@
<% end %>

<div class="flex flex-wrap gap-2 justify-center mb-4">

<% Category.icon_codes.each do |icon| %>
<label class="relative">
<%= f.radio_button :lucide_icon, icon, class: "sr-only peer" %>
Expand All @@ -35,7 +36,7 @@
<%= f.select :classification, [["Income", "income"], ["Expense", "expense"]], { label: "Classification" }, required: true %>
<%= f.text_field :name, placeholder: t(".placeholder"), required: true, autofocus: true, label: "Name", data: { color_avatar_target: "name" } %>
<% unless category.parent? %>
<%= f.select :parent_id, categories.pluck(:name, :id), { include_blank: "(unassigned)", label: "Parent category (optional)" }, disabled: category.parent? %>
<%= f.select :parent_id, categories.pluck(:name, :id), { include_blank: "(unassigned)", label: "Parent category (optional)" }, disabled: category.parent?, data: { action: "change->color-avatar#handleParentChange" } %>
<% end %>
</div>
</section>
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2 changes: 1 addition & 1 deletion test/models/category_test.rb
Original file line number Diff line number Diff line change
Expand Up @@ -25,7 +25,7 @@ def setup
category = categories(:subcategory)

error = assert_raises(ActiveRecord::RecordInvalid) do
category.subcategories.create!(name: "Invalid category", color: "#000", family: @family)
category.subcategories.create!(name: "Invalid category", family: @family)
end

assert_equal "Validation failed: Parent can't have more than 2 levels of subcategories", error.message
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