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Code Issues Releases Activity Actions

Multi-Currency Part 2 (#543)

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* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
This commit is contained in:
Zach Gollwitzer 2024-03-21 13:39:10 -04:00 • committed by GitHub
parent de0cba9fed
commit 110855d077
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55 changed files with 1226 additions and 714 deletions
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24
app/views/accounts/_account_list.html.erb
View file

@ -1,22 +1,24 @@
<%# locals: (type:) -%>
<% accounts = Current.family.accounts.where(accountable_type: type.name) %>
<% if accounts.sum(&:converted_balance) > 0 %>
<%# locals: (group:) -%>
<% type = Accountable.from_type(group.name) %>
<% if group %>
<details class="mb-1 text-sm group" data-controller="account-collapse" data-account-collapse-type-value="<%= type %>">
<summary class="flex gap-4 px-2 py-3 items-center w-full rounded-[10px] font-medium hover:bg-gray-100">
<summary class="flex gap-4 px-3 py-2 items-center w-full rounded-[10px] font-medium hover:bg-gray-100">
<%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
<div class="text-left"><%= type.model_name.human %></div>
<div class="ml-auto"><%= format_money accounts.sum(&:converted_balance) %></div>
<div class="ml-auto flex flex-col items-end">
<p class="text-right"><%= format_money group.sum %></p>
</div>
</summary>
<% accounts.each do |account| %>
<%= link_to account_path(account), class: "flex items-center w-full gap-3 px-2 py-3 mb-1 hover:bg-gray-100 rounded-[10px]" do %>
<% group.children.each do |account_value_node| %>
<%= link_to account_path(account_value_node.original), class: "flex items-center w-full gap-3 px-2 py-3 mb-1 hover:bg-gray-100 rounded-[10px]" do %>
<div>
<p class="font-medium"><%= account.name %></p>
<% if account.subtype %>
<p class="text-xs text-gray-500"><%= account.subtype&.humanize %></p>
<p class="font-medium"><%= account_value_node.name %></p>
<% if account_value_node.original.subtype %>
<p class="text-xs text-gray-500"><%= account_value_node.original.subtype&.humanize %></p>
<% end %>
</div>
<p class="ml-auto font-medium"><%= format_money account.converted_balance %></p>
<p class="ml-auto font-medium"><%= format_money account_value_node.original.balance_money %></p>
<% end %>
<% end %>
<%= link_to new_account_path(step: 'method', type: type.name.demodulize), class: "flex items-center gap-4 px-2 py-3 mb-1 text-gray-500 text-sm font-medium rounded-[10px] hover:bg-gray-100", data: { turbo_frame: "modal" } do %>

3
app/views/accounts/show.html.erb
View file

@ -8,6 +8,9 @@
<h2 class="font-medium text-xl"><%= @account.name %></h2>
</div>
<div class="flex items-center gap-3">
<%= button_to sync_account_path(@account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-900 hover:text-gray-500" %>
<% end %>
<div class="relative cursor-not-allowed">
<div class="flex items-center gap-2 px-3 py-2">
<span class="text-gray-900"><%= @account.balance_money.currency.iso_code %> <%= @account.balance_money.currency.symbol %></span>