Custom Rules page

[nmwur]

Build specific page within Admin panel for setting different rules for different fields

[RichardJamesLopez]

This is an mockup of the functionality from this file:

[nmwur]

should this table be read-only?

[RichardJamesLopez]

This table should be:

• read only for members
• read-write for admins

[nmwur]

update:

• moved the column configuration card to the settings page
• hardcoded the "Deal Name" column (instead of "id"; it makes sense to me now)
• removed the "System columns" section (doing things that don't scale)

todo:

• [ ] rate the columns
• [ ] add formatting options (date, currency, etc)
• [ ] store configuration in database

[nmwur]

upd:

• store configuration in database (in progress)

[nmwur]

upd:

• fetch activities' columns based on database configuration records

todo:

• [x] enable updating configuration

[nmwur]

upd:

• added column formatting in Settings
• applied column order and formatting to Pipeline
• enabled asynchronous sorting in Settings for value discovery

todo:

• [x] rate the api fields

[RichardJamesLopez]

Is there a way that the imported data from the column would auto-detect the data type?

What happens if the user sets it to be something different than what it is imported in as? i.e. There is data that is imported as a string for a column titled "last updated", and then the user in Ourmada changes the data type to date. Will the values still come through and be mapped properly?

[nmwur]

yes, i think it's a good idea, we could use an LLM api for auto-detecting the data type.

if the user sets the data type to be something different than what is imported, it would generally show something like NaN or Invalid Date in the Preview. in the given example with the "last updated" column, it would still return a formatted date because the value can be parsed as a date