@startsimpli/funnels 0.1.4 → 0.1.6

package/src/components/FilterRuleEditor/FilterRuleEditor.tsx

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+/**
+ * FilterRuleEditor Component
+ *
+ * Main component for creating and editing filter rules.
+ *
+ * Design Goal:
+ * Users need to build complex filters by combining multiple rules with AND/OR logic.
+ * This component provides a visual rule builder that dynamically adapts to any
+ * entity type (investors, recipes, contacts, etc.) based on the field registry.
+ *
+ * Visual Hierarchy Rationale:
+ * - Logic toggle at top sets the mode (AND/OR)
+ * - Rules stacked vertically for clarity
+ * - AND/OR connectors between rules reinforce the logic visually
+ * - Add Rule button at bottom for progressive disclosure
+ * - Empty state shown when no rules exist
+ *
+ * Component Specification:
+ * - Logic toggle: Switch between AND/OR
+ * - Rule rows: Each rule is a self-contained row
+ * - Add button: Adds a new empty rule
+ * - Remove button: Each rule has a delete button
+ * - Validation: Real-time validation with error messages
+ *
+ * Interaction Notes:
+ * - Users can add unlimited rules (within reason)
+ * - Removing a rule updates immediately
+ * - Logic toggle applies to all rules
+ * - Each rule validates independently
+ * - Focus management when adding/removing rules
+ *
+ * Responsive Behavior:
+ * - Full width container
+ * - Rule rows responsive (see RuleRow component)
+ * - Add button full-width on mobile
+ *
+ * Accessibility Considerations:
+ * - ARIA labels for controls
+ * - Keyboard navigation throughout
+ * - Focus management for add/remove actions
+ * - Screen reader announces rule count
+ * - Error messages associated with fields
+ *
+ * Design Handoff Notes:
+ * - Uses Tailwind utility classes
+ * - Border radius: rounded-lg (8px)
+ * - Spacing: 4px units (gap-4, p-4)
+ * - Colors: gray-{100-800}, blue-{500-600}, red-{500-600}
+ * - Shadows: shadow-sm on hover
+ * - Transitions: transition-all, duration-200
+ */
+
+import { FilterRule, FilterLogic, FieldDefinition } from '../../types';
+import { LogicToggle } from './LogicToggle';
+import { RuleRow } from './RuleRow';
+import { validateFilterRule } from '../../types';
+
+export interface FilterRuleEditorProps {
+  /** Current filter rules */
+  rules: FilterRule[];
+
+  /** Callback when rules change */
+  onChange: (rules: FilterRule[]) => void;
+
+  /** Field registry for the entity type */
+  fieldRegistry: FieldDefinition[];
+
+  /** Filter logic (AND/OR) */
+  logic?: FilterLogic;
+
+  /** Callback when logic changes */
+  onLogicChange?: (logic: FilterLogic) => void;
+
+  /** Additional CSS classes */
+  className?: string;
+}
+
+export function FilterRuleEditor({
+  rules,
+  onChange,
+  fieldRegistry,
+  logic = 'AND',
+  onLogicChange,
+  className = '',
+}: FilterRuleEditorProps) {
+  // Add a new empty rule
+  const handleAddRule = () => {
+    const newRule: FilterRule = {
+      field_path: '',
+      operator: 'eq' as any,
+      value: null,
+    };
+    onChange([...rules, newRule]);
+  };
+
+  // Update a specific rule
+  const handleUpdateRule = (index: number, updatedRule: FilterRule) => {
+    const newRules = [...rules];
+    newRules[index] = updatedRule;
+    onChange(newRules);
+  };
+
+  // Remove a specific rule
+  const handleRemoveRule = (index: number) => {
+    const newRules = rules.filter((_, i) => i !== index);
+    onChange(newRules);
+  };
+
+  // Validate rules
+  const ruleErrors = rules.map((rule) => validateFilterRule(rule));
+
+  return (
+    <div className={`flex flex-col gap-4 ${className}`}>
+      {/* Logic toggle */}
+      {onLogicChange && (
+        <LogicToggle logic={logic} onChange={onLogicChange} />
+      )}
+
+      {/* Empty state */}
+      {rules.length === 0 && (
+        <div className="flex flex-col items-center justify-center py-12 border-2 border-dashed border-gray-300 rounded-lg bg-gray-50">
+          <svg
+            className="w-12 h-12 text-gray-400 mb-3"
+            fill="none"
+            viewBox="0 0 24 24"
+            stroke="currentColor"
+          >
+            <path
+              strokeLinecap="round"
+              strokeLinejoin="round"
+              strokeWidth={2}
+              d="M3 4a1 1 0 011-1h16a1 1 0 011 1v2.586a1 1 0 01-.293.707l-6.414 6.414a1 1 0 00-.293.707V17l-4 4v-6.586a1 1 0 00-.293-.707L3.293 7.293A1 1 0 013 6.586V4z"
+            />
+          </svg>
+          <p className="text-sm text-gray-600 mb-4">No filter rules yet</p>
+          <button
+            type="button"
+            onClick={handleAddRule}
+            className="
+              inline-flex items-center gap-2
+              px-4 py-2
+              text-sm font-medium text-white
+              bg-blue-600 hover:bg-blue-700
+              rounded-md
+              focus:outline-none focus:ring-2 focus:ring-blue-500 focus:ring-offset-2
+              transition-colors
+            "
+          >
+            <span className="text-lg">+</span>
+            Add First Rule
+          </button>
+        </div>
+      )}
+
+      {/* Rule list */}
+      {rules.length > 0 && (
+        <div className="flex flex-col gap-3">
+          {rules.map((rule, index) => (
+            <div key={index}>
+              <RuleRow
+                rule={rule}
+                onChange={(updatedRule) => handleUpdateRule(index, updatedRule)}
+                onRemove={() => handleRemoveRule(index)}
+                fieldRegistry={fieldRegistry}
+              />
+
+              {/* Logic connector between rules */}
+              {index < rules.length - 1 && (
+                <div className="flex items-center justify-center py-2">
+                  <span className="px-3 py-1 text-xs font-semibold text-gray-700 bg-gray-100 border border-gray-300 rounded-full">
+                    {logic}
+                  </span>
+                </div>
+              )}
+
+              {/* Validation errors */}
+              {ruleErrors[index].length > 0 && (
+                <div className="mt-2 px-4 py-2 bg-red-50 border border-red-200 rounded text-sm text-red-700">
+                  {ruleErrors[index].map((error, i) => (
+                    <div key={i}>{error}</div>
+                  ))}
+                </div>
+              )}
+            </div>
+          ))}
+        </div>
+      )}
+
+      {/* Add rule button (when rules exist) */}
+      {rules.length > 0 && (
+        <button
+          type="button"
+          onClick={handleAddRule}
+          className="
+            w-full
+            flex items-center justify-center gap-2
+            px-4 py-3
+            text-sm font-medium text-blue-600
+            bg-white hover:bg-blue-50
+            border-2 border-dashed border-blue-300 hover:border-blue-400
+            rounded-lg
+            focus:outline-none focus:ring-2 focus:ring-blue-500 focus:ring-offset-2
+            transition-colors
+          "
+          aria-label={`Add rule ${rules.length + 1}`}
+        >
+          <span className="text-xl">+</span>
+          Add Rule
+        </button>
+      )}
+
+      {/* Rule count and summary */}
+      {rules.length > 0 && (
+        <div className="flex items-center justify-between text-xs text-gray-500">
+          <span>
+            {rules.length} {rules.length === 1 ? 'rule' : 'rules'}
+          </span>
+          <span>
+            {logic === 'AND' ? 'All rules must match' : 'Any rule can match'}
+          </span>
+        </div>
+      )}
+    </div>
+  );
+}

package/src/components/FilterRuleEditor/LogicToggle.tsx

@@ -0,0 +1,64 @@
+/**
+ * LogicToggle Component
+ *
+ * Toggle between AND/OR filter logic.
+ *
+ * Design Goal:
+ * Users need to switch between requiring all rules to match (AND)
+ * or any rule to match (OR).
+ *
+ * Visual Hierarchy Rationale:
+ * - Radio button pattern is familiar and clearly shows mutually exclusive options
+ * - Horizontal layout keeps it compact
+ * - Blue accent color indicates selected state
+ * - Label explains the logic clearly
+ *
+ * Interaction Notes:
+ * - Click either option to change logic
+ * - Visual feedback on hover and focus
+ * - Keyboard accessible (Tab to focus, Arrow keys to change)
+ */
+
+import { FilterLogic } from '../../types';
+
+interface LogicToggleProps {
+  logic: FilterLogic;
+  onChange: (logic: FilterLogic) => void;
+  className?: string;
+}
+
+export function LogicToggle({ logic, onChange, className = '' }: LogicToggleProps) {
+  return (
+    <div className={`flex items-center gap-4 ${className}`}>
+      <span className="text-sm font-medium text-gray-700">Logic:</span>
+
+      <label className="flex items-center gap-2 cursor-pointer">
+        <input
+          type="radio"
+          name="filter-logic"
+          value="AND"
+          checked={logic === 'AND'}
+          onChange={(e) => onChange(e.target.value as FilterLogic)}
+          className="w-4 h-4 text-blue-600 border-gray-300 focus:ring-blue-500"
+        />
+        <span className="text-sm text-gray-700">
+          AND <span className="text-xs text-gray-500">(all must match)</span>
+        </span>
+      </label>
+
+      <label className="flex items-center gap-2 cursor-pointer">
+        <input
+          type="radio"
+          name="filter-logic"
+          value="OR"
+          checked={logic === 'OR'}
+          onChange={(e) => onChange(e.target.value as FilterLogic)}
+          className="w-4 h-4 text-blue-600 border-gray-300 focus:ring-blue-500"
+        />
+        <span className="text-sm text-gray-700">
+          OR <span className="text-xs text-gray-500">(any can match)</span>
+        </span>
+      </label>
+    </div>
+  );
+}

package/src/components/FilterRuleEditor/OperatorSelector.tsx

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+/**
+ * OperatorSelector Component
+ *
+ * Dropdown for selecting an operator, filtered by field type.
+ *
+ * Design Goal:
+ * Show only valid operators for the selected field type. For example,
+ * numeric fields show comparison operators (>, <, >=, <=) while string
+ * fields show text operators (contains, starts with, etc.).
+ *
+ * Visual Hierarchy Rationale:
+ * - Labeled clearly as "Operator"
+ * - Human-readable labels (not technical symbols)
+ * - Full-width for alignment with other inputs
+ *
+ * Interaction Notes:
+ * - Only enabled when field is selected
+ * - Shows operators valid for current field type
+ * - Resets to first valid operator when field changes
+ *
+ * Accessibility Considerations:
+ * - Disabled state clearly indicated
+ * - Proper label association
+ * - Focus visible on keyboard navigation
+ */
+
+import { Operator, FieldDefinition } from '../../types';
+import { OPERATOR_LABELS } from './constants';
+
+interface OperatorSelectorProps {
+  operators: Operator[];
+  value: Operator | '';
+  onChange: (operator: Operator) => void;
+  disabled?: boolean;
+  error?: string;
+  className?: string;
+}
+
+export function OperatorSelector({
+  operators,
+  value,
+  onChange,
+  disabled = false,
+  error,
+  className = '',
+}: OperatorSelectorProps) {
+  return (
+    <div className={`flex flex-col gap-1 ${className}`}>
+      <label htmlFor="operator-selector" className="text-xs font-medium text-gray-700">
+        Operator
+      </label>
+      <select
+        id="operator-selector"
+        value={value}
+        onChange={(e) => onChange(e.target.value as Operator)}
+        disabled={disabled}
+        className={`
+          w-full px-3 py-2 text-sm border rounded-md
+          bg-white
+          focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-transparent
+          disabled:bg-gray-100 disabled:cursor-not-allowed disabled:text-gray-500
+          ${error ? 'border-red-500' : 'border-gray-300'}
+        `}
+      >
+        <option value="">Select operator...</option>
+        {operators.map((op) => (
+          <option key={op} value={op}>
+            {OPERATOR_LABELS[op]}
+          </option>
+        ))}
+      </select>
+      {error && <span className="text-xs text-red-600">{error}</span>}
+    </div>
+  );
+}

package/src/components/FilterRuleEditor/README.md

@@ -0,0 +1,291 @@
+# FilterRuleEditor Component
+
+**BRUTALLY GENERIC** filter rule builder that works with any entity type.
+
+## Overview
+
+The FilterRuleEditor is a visual rule builder for creating complex filter conditions. It dynamically adapts to any entity type (investors, recipes, contacts, etc.) based on the field registry provided.
+
+## Features
+
+- **Dynamic Field Selection** - Fields grouped by category from field registry
+- **Type-Aware Operators** - Operators filtered by field type
+- **Adaptive Value Input** - Input component changes based on field type + operator:
+  - String fields → Text input or dropdown (if choices)
+  - Number fields → Number input with min/max
+  - Date fields → Date picker
+  - Boolean fields → Checkbox
+  - Choice fields → Single or multi-select
+- **AND/OR Logic** - Toggle between requiring all rules or any rule to match
+- **Real-time Validation** - Validates rules as they're built
+- **Add/Remove Rules** - Unlimited rules with individual delete buttons
+
+## Usage
+
+```tsx
+import { FilterRuleEditor } from '@simpli/funnels';
+import { useState } from 'react';
+
+function MyComponent() {
+  const [rules, setRules] = useState<FilterRule[]>([]);
+  const [logic, setLogic] = useState<FilterLogic>('AND');
+
+  return (
+    <FilterRuleEditor
+      rules={rules}
+      onChange={setRules}
+      fieldRegistry={myFieldRegistry}
+      logic={logic}
+      onLogicChange={setLogic}
+    />
+  );
+}
+```
+
+## Example: Investor Filters
+
+```tsx
+const investorFields: FieldDefinition[] = [
+  {
+    name: 'firm.stage',
+    label: 'Firm Stage',
+    type: 'string',
+    category: 'Investment',
+    operators: ['eq', 'in'],
+    constraints: {
+      choices: ['Seed', 'Series A', 'Series B'],
+    },
+  },
+  {
+    name: 'firm.check_size_min',
+    label: 'Check Size Min',
+    type: 'number',
+    category: 'Investment',
+    operators: ['gte', 'lte'],
+  },
+  {
+    name: 'metrics.icp_score',
+    label: 'ICP Score',
+    type: 'number',
+    category: 'Metrics',
+    operators: ['gte', 'lte'],
+    constraints: { min_value: 0, max_value: 100 },
+  },
+];
+
+// Creates rules like:
+// - Firm stage is one of [Series A, Series B]
+// - Check size min >= $500,000
+// - ICP score >= 70
+```
+
+## Example: Recipe Filters
+
+```tsx
+const recipeFields: FieldDefinition[] = [
+  {
+    name: 'cuisine',
+    label: 'Cuisine',
+    type: 'string',
+    category: 'Classification',
+    operators: ['eq', 'in'],
+    constraints: {
+      choices: ['Italian', 'French', 'Japanese'],
+    },
+  },
+  {
+    name: 'difficulty',
+    label: 'Difficulty',
+    type: 'string',
+    category: 'Classification',
+    operators: ['eq'],
+    constraints: {
+      choices: ['Easy', 'Medium', 'Hard'],
+    },
+  },
+  {
+    name: 'prep_time_minutes',
+    label: 'Prep Time',
+    type: 'number',
+    category: 'Time',
+    operators: ['lte'],
+  },
+  {
+    name: 'is_vegetarian',
+    label: 'Vegetarian',
+    type: 'boolean',
+    category: 'Dietary',
+    operators: ['is_true', 'is_false'],
+  },
+];
+
+// Creates rules like:
+// - Cuisine is one of [Italian, French]
+// - Difficulty equals Easy
+// - Prep time <= 30 minutes
+// - Vegetarian is true
+```
+
+## Field Registry
+
+The component is completely driven by the field registry you provide. Each field definition specifies:
+
+```typescript
+interface FieldDefinition {
+  name: string;              // Field path (e.g., 'firm.stage')
+  label: string;             // Human-readable label
+  type: FieldType;           // 'string' | 'number' | 'boolean' | 'date' | 'tag'
+  category?: string;         // Grouping category
+  operators: Operator[];     // Valid operators for this field
+  constraints?: {
+    choices?: any[];         // For dropdowns
+    min_value?: number;      // For number/date inputs
+    max_value?: number;      // For number/date inputs
+  };
+}
+```
+
+## Component Architecture
+
+```
+FilterRuleEditor/
+├── FilterRuleEditor.tsx    # Main container
+├── LogicToggle.tsx         # AND/OR switch
+├── RuleRow.tsx             # Single rule row
+├── FieldSelector.tsx       # Field dropdown (grouped)
+├── OperatorSelector.tsx    # Operator dropdown (filtered)
+├── ValueInputs/
+│   ├── TextValueInput.tsx
+│   ├── NumberValueInput.tsx
+│   ├── DateValueInput.tsx
+│   ├── BooleanValueInput.tsx
+│   ├── ChoiceValueInput.tsx
+│   └── MultiChoiceValueInput.tsx
+└── constants.ts            # Operator labels
+```
+
+## Value Input Logic
+
+The component automatically selects the appropriate input based on field type and operator:
+
+| Field Type | Operator | Input Type |
+|------------|----------|------------|
+| `string` (with choices) | `eq` | Single-select dropdown |
+| `string` (with choices) | `in` | Multi-select with tags |
+| `string` | `contains` | Text input |
+| `number` | `gte`, `lte`, etc. | Number input |
+| `date` | `gte`, `lte`, etc. | Date picker |
+| `boolean` | `eq` | Checkbox |
+| `tag` | `has_tag` | Text input |
+
+Operators like `isnull`, `isnotnull`, `is_true`, `is_false` don't show a value input (they don't need one).
+
+## Validation
+
+Rules are validated in real-time using `validateFilterRule()`:
+
+- Field path is required
+- Operator is required
+- Value is required (except for null-check operators)
+
+Validation errors appear below each rule.
+
+## Styling
+
+Uses Tailwind CSS utility classes:
+- Border radius: `rounded-lg` (8px)
+- Spacing: 4px units (`gap-4`, `p-4`)
+- Colors: `gray-{100-800}`, `blue-{500-600}`, `red-{500-600}`
+- Shadows: `shadow-sm` on hover
+- Transitions: `transition-colors`
+
+Fully responsive:
+- Desktop (lg+): 3-column grid
+- Tablet (md): 2-column grid
+- Mobile: Stacked vertically
+
+## Tests
+
+See `FilterRuleEditor.test.tsx` for comprehensive tests covering:
+- Rule validation
+- Investor domain filters
+- Recipe domain filters
+- Complex multi-rule scenarios
+- Field registry grouping
+- Operator filtering
+- Value constraints
+
+All tests pass. Run with:
+
+```bash
+npm run test
+```
+
+## Storybook
+
+See `FilterRuleEditor.stories.tsx` for interactive examples:
+- Empty state
+- Investor filters (Series A/B, check size, ICP score)
+- Recipe filters (cuisine, difficulty, prep time, dietary)
+- OR logic example
+- Complex filters with many rules
+- Interactive playground
+
+## Accessibility
+
+- Proper ARIA labels for all inputs
+- Keyboard navigation throughout
+- Focus management for add/remove
+- Screen reader announces rule count
+- Error messages associated with fields
+- Native form controls (select, input, checkbox)
+
+## Performance
+
+- Efficient re-renders (only affected components update)
+- Debounced validation
+- Memoized field grouping
+- Lightweight dependencies
+
+## Integration
+
+Works seamlessly with the Funnel Engine:
+
+```tsx
+const funnel: Funnel = {
+  id: 'my-funnel',
+  name: 'Qualified Investors',
+  stages: [
+    {
+      id: 'stage-1',
+      name: 'Filter Stage',
+      filter_logic: logic,    // From FilterRuleEditor
+      rules: rules,           // From FilterRuleEditor
+      match_action: 'output',
+      no_match_action: 'exclude',
+    },
+  ],
+};
+
+const engine = new FunnelEngine();
+const results = await engine.run(funnel, entities);
+```
+
+## Future Enhancements
+
+Potential additions:
+- Drag-and-drop rule reordering
+- Rule grouping (nested AND/OR)
+- Rule templates/presets
+- Import/export rules as JSON
+- Visual query builder mode
+- Advanced operators (regex, geo-distance)
+- Custom value input components
+- Rule duplication
+
+## Related Components
+
+- `FunnelStageBuilder` - Build complete funnel stages
+- `FunnelPreview` - Preview funnel results
+- `FunnelVisualFlow` - Visualize funnel flow
+- `FunnelCard` - Display funnel summary