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wip(settings): formula field guided builder follow-up#13

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akira69 wants to merge 3 commits intowip/formula-fields-json-firstfrom
wip/formula-fields-ui-redesign
Draft

wip(settings): formula field guided builder follow-up#13
akira69 wants to merge 3 commits intowip/formula-fields-json-firstfrom
wip/formula-fields-ui-redesign

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@akira69 akira69 commented Mar 29, 2026

Summary

This PR defines the guided-builder authoring layer for Formula Extra Fields on top of #14.

Intent

  • Preserve the raw JSON editor and preview workflow while making references, operators, and helpers directly insertable.
  • Add compatibility-driven guidance so authors can assemble valid expressions with less manual JSON construction.
  • Keep authoring grounded in backend-supported paths and helper inputs.
  • Align the help page and in-app copy with a guided authoring mental model.

Review Focus

  • Are the guided insertion flows coherent and low-friction?
  • Does Compatible Inputs steer expression building in a useful way?
  • Is raw JSON editing still preserved as a first-class path?
  • Does the copy consistently explain guided authoring without hiding the underlying JSON Logic?

Screenshots

Settings page with the guided-builder summary:

Guided builder settings

Formula editor with a guided token flow and Compatible Inputs:

Guided builder modal

Validation

  • ./node_modules/.bin/eslint src/pages/help/index.tsx src/pages/settings/formulaFieldsSettings.tsx
  • VITE_APIURL=/api/v1 npm run build
  • local browser validation on http://localhost:2885
  • opened the Formula Extra Fields settings page and confirmed the guided-builder copy renders correctly
  • opened an existing formula field editor and confirmed Help: Building Formula Expressions and Compatible Inputs are visible
  • confirmed grouped references/operators/helpers are interactive and insertable
  • opened /help#formula-fields and verified the help page describes guided insertion and Compatible Inputs
  • captured fresh screenshots from the running local build

Test Checklist

  • Frontend lint passed for touched guided-builder files
  • Frontend build passed with VITE_APIURL=/api/v1
  • Formula editor renders the guided-builder surface on localhost:2885
  • Help page wording matches the guided-builder workflow
  • Screenshot assets were updated for the current PR state

Stack Context

@akira69 akira69 changed the title wip(settings): explore formula field UI redesign wip(settings): formula field guided builder follow-up Mar 29, 2026
@akira69 akira69 changed the base branch from master to wip/formula-fields-json-first March 29, 2026 21:06
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