Account namespace updates: part 5 (valuations) (#901)

* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman

app/controllers/account/valuations_controller.rb

@@ -0,0 +1,61 @@
+class Account::ValuationsController < ApplicationController
+  before_action :set_account
+  before_action :set_valuation, only: %i[ show edit update destroy ]
+
+  def new
+    @valuation = @account.valuations.new
+  end
+
+  def show
+  end
+
+  def create
+    @valuation = @account.valuations.build(valuation_params)
+
+    if @valuation.save
+      @valuation.sync_account_later
+      redirect_to account_path(@account), notice: "Valuation created"
+    else
+      # TODO: this is not an ideal way to handle errors and should eventually be improved.
+      # See: https://github.com/hotwired/turbo-rails/pull/367
+      flash[:error] = @valuation.errors.full_messages.to_sentence
+      redirect_to account_path(@account)
+    end
+  end
+
+  def edit
+  end
+
+  def update
+    if @valuation.update(valuation_params)
+      @valuation.sync_account_later
+      redirect_to account_path(@account), notice: t(".success")
+    else
+      # TODO: this is not an ideal way to handle errors and should eventually be improved.
+      # See: https://github.com/hotwired/turbo-rails/pull/367
+      flash[:error] = @valuation.errors.full_messages.to_sentence
+      redirect_to account_path(@account)
+    end
+  end
+
+  def destroy
+    @valuation.destroy!
+    @valuation.sync_account_later
+
+    redirect_to account_path(@account), notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_valuation
+      @valuation = @account.valuations.find(params[:id])
+    end
+
+    def valuation_params
+      params.require(:account_valuation).permit(:date, :value, :currency)
+    end
+end

app/controllers/accounts_controller.rb

@@ -35,7 +35,6 @@ class AccountsController < ApplicationController
 
   def show
     @balance_series = @account.series(period: @period)
-    @valuation_series = @account.valuations.to_series
   end
 
   def edit

app/controllers/valuations_controller.rb

@@ -1,70 +0,0 @@
-class ValuationsController < ApplicationController
-  before_action :set_valuation, only: %i[ edit update destroy ]
-  def create
-    @account = Current.family.accounts.find(params[:account_id])
-
-    # TODO: placeholder logic until we have a better abstraction for trends
-    @valuation = @account.valuations.new(valuation_params.merge(currency: @account.currency))
-    if @valuation.save
-      @valuation.account.sync_later(@valuation.date)
-
-      respond_to do |format|
-        format.html { redirect_to account_path(@account), notice: "Valuation created" }
-        format.turbo_stream
-      end
-    else
-      render :new, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :new, status: :unprocessable_entity
-  end
-
-  def show
-    @valuation = Current.family.accounts.find(params[:account_id]).valuations.find(params[:id])
-  end
-
-  def edit
-  end
-
-  def update
-    sync_start_date = [ @valuation.date, Date.parse(valuation_params[:date]) ].compact.min
-    if @valuation.update(valuation_params)
-      @valuation.account.sync_later(sync_start_date)
-
-      redirect_to account_path(@valuation.account), notice: "Valuation updated"
-    else
-      render :edit, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :edit, status: :unprocessable_entity
-  end
-
-  def destroy
-    @account = @valuation.account
-    sync_start_date = @account.valuations.where("date < ?", @valuation.date).order(date: :desc).first&.date
-    @valuation.destroy!
-    @account.sync_later(sync_start_date)
-
-    respond_to do |format|
-      format.html { redirect_to account_path(@account), notice: "Valuation deleted" }
-      format.turbo_stream
-    end
-  end
-
-  def new
-    @account = Current.family.accounts.find(params[:account_id])
-    @valuation = @account.valuations.new
-  end
-
-  private
-    # Use callbacks to share common setup or constraints between actions.
-    def set_valuation
-      @valuation = Valuation.find(params[:id])
-    end
-
-    def valuation_params
-      params.require(:valuation).permit(:date, :value)
-    end
-end

app/helpers/account/transfers_helper.rb

@@ -0,0 +1,2 @@
+module Account::TransfersHelper
+end

app/helpers/account/valuations_helper.rb

@@ -0,0 +1,23 @@
+module Account::ValuationsHelper
+  def valuation_icon(valuation)
+    if valuation.first_of_series?
+      "keyboard"
+    elsif valuation.trend.direction.up?
+      "arrow-up"
+    elsif valuation.trend.direction.down?
+      "arrow-down"
+    else
+      "minus"
+    end
+  end
+
+  def valuation_style(valuation)
+    color = valuation.first_of_series? ? "#D444F1" : valuation.trend.color
+
+    <<-STYLE.strip
+      background-color: color-mix(in srgb, #{color} 5%, white);
+      border-color: color-mix(in srgb, #{color} 10%, white);
+      color: #{color};
+    STYLE
+  end
+end

app/helpers/menus_helper.rb

@@ -6,6 +6,23 @@ module MenusHelper
     end
   end
 
+  def contextual_menu_modal_action_item(label, url, icon: "pencil-line", turbo_frame: nil)
+    link_to url, class: "flex items-center rounded-lg text-gray-900 hover:bg-gray-50 py-2 px-3 gap-2", data: { turbo_frame: } do
+      concat(lucide_icon(icon, class: "shrink-0 w-5 h-5 text-gray-500"))
+      concat(tag.span(label, class: "text-sm"))
+    end
+  end
+
+  def contextual_menu_destructive_item(label, url, turbo_confirm: true, turbo_frame: nil)
+    button_to url,
+              method: :delete,
+              class: "flex items-center w-full rounded-lg text-red-500 hover:bg-red-500/5 py-2 px-3 gap-2",
+              data: { turbo_confirm: turbo_confirm, turbo_frame: } do
+      concat(lucide_icon("trash-2", class: "shrink-0 w-5 h-5"))
+      concat(tag.span(label, class: "text-sm"))
+    end
+  end
+
   private
     def contextual_menu_icon
       tag.button class: "flex hover:bg-gray-100 p-2 rounded", data: { menu_target: "button" } do

app/helpers/transfers_helper.rb

@@ -1,2 +0,0 @@
-module TransfersHelper
-end

app/helpers/valuations_helper.rb

@@ -1,2 +0,0 @@
-module ValuationsHelper
-end

app/models/account.rb

@@ -29,6 +29,10 @@ class Account < ApplicationRecord
     balances.where("date <= ?", date).order(date: :desc).first&.balance
   end
 
+  def favorable_direction
+    classification == "asset" ? "up" : "down"
+  end
+
   # e.g. Wise, Revolut accounts that have transactions in multiple currencies
   def multi_currency?
     currencies = [ valuations.pluck(:currency), transactions.pluck(:currency) ].flatten.uniq

app/models/account/valuation.rb

@@ -0,0 +1,52 @@
+class Account::Valuation < ApplicationRecord
+  include Monetizable
+
+  monetize :value
+
+  belongs_to :account
+
+  validates :account, :date, :value, presence: true
+  validates :date, uniqueness: { scope: :account_id }
+
+  scope :chronological, -> { order(:date) }
+  scope :reverse_chronological, -> { order(date: :desc) }
+
+  def trend
+    @trend ||= create_trend
+  end
+
+  def first_of_series?
+    account.valuations.chronological.limit(1).pluck(:date).first == self.date
+  end
+
+  def last_of_series?
+    account.valuations.reverse_chronological.limit(1).pluck(:date).first == self.date
+  end
+
+  def sync_account_later
+    if destroyed?
+      sync_start_date = previous_valuation&.date
+    else
+      sync_start_date = [ date_previously_was, date ].compact.min
+    end
+
+    account.sync_later(sync_start_date)
+  end
+
+  private
+
+    def previous_valuation
+      @previous_valuation ||= self.account
+                                .valuations
+                                .where("date < ?", date)
+                                .order(date: :desc)
+                                  .first
+    end
+
+    def create_trend
+      TimeSeries::Trend.new \
+        current: self.value,
+        previous: previous_valuation&.value,
+        favorable_direction: account.favorable_direction
+    end
+end

app/models/time_series/trend.rb

@@ -1,16 +1,15 @@
 class TimeSeries::Trend
   include ActiveModel::Validations
 
-  attr_reader :current, :previous
+  attr_reader :current, :previous, :favorable_direction
-
-  delegate :favorable_direction, to: :series
 
   validate :values_must_be_of_same_type, :values_must_be_of_known_type
 
-  def initialize(current:, previous:, series: nil)
+  def initialize(current:, previous:, series: nil, favorable_direction: nil)
     @current = current
     @previous = previous
     @series = series
+    @favorable_direction = get_favorable_direction(favorable_direction)
 
     validate!
   end
@@ -25,6 +24,17 @@ class TimeSeries::Trend
     end.inquiry
   end
 
+  def color
+    case direction
+    when "up"
+      favorable_direction.down? ? red_hex : green_hex
+    when "down"
+      favorable_direction.down? ? green_hex : red_hex
+    else
+      gray_hex
+    end
+  end
+
   def value
     if previous.nil?
       current.is_a?(Money) ? Money.new(0) : 0
@@ -56,8 +66,21 @@ class TimeSeries::Trend
   end
 
   private
+
     attr_reader :series
 
+    def red_hex
+      "#F13636" # red-500
+    end
+
+    def green_hex
+      "#10A861" # green-600
+    end
+
+    def gray_hex
+      "#737373" # gray-500
+    end
+
     def values_must_be_of_same_type
       unless current.class == previous.class || [ previous, current ].any?(&:nil?)
         errors.add :current, "must be of the same type as previous"
@@ -90,4 +113,9 @@ class TimeSeries::Trend
         obj
       end
     end
+
+    def get_favorable_direction(favorable_direction)
+      direction = favorable_direction.presence || series&.favorable_direction
+      (direction.presence_in(TimeSeries::DIRECTIONS) || "up").inquiry
+    end
 end

app/models/valuation.rb

@@ -1,13 +0,0 @@
-class Valuation < ApplicationRecord
-  include Monetizable
-
-  belongs_to :account
-  validates :account, :date, :value, presence: true
-  monetize :value
-
-  scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
-
-  def self.to_series
-    TimeSeries.from_collection all, :value_money
-  end
-end

app/views/account/valuations/_form.html.erb

@@ -0,0 +1,23 @@
+<%# locals: (valuation:) %>
+<%= form_with model: valuation,
+              data: { turbo_frame: "_top" },
+              url: valuation.new_record? ? account_valuations_path(valuation.account) : account_valuation_path(valuation.account, valuation),
+              builder: ActionView::Helpers::FormBuilder do |f| %>
+  <div class="grid grid-cols-10 p-4 items-center">
+    <div class="col-span-7 flex items-center gap-4">
+      <div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center bg-gray-500/5">
+        <%= lucide_icon("pencil-line", class: "w-4 h-4 text-gray-500") %>
+      </div>
+      <div class="w-full flex items-center justify-between gap-2">
+        <%= f.date_field :date, required: "required", max: Date.today, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
+        <%= f.number_field :value, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
+        <%= f.hidden_field :currency, value: valuation.account.currency %>
+      </div>
+    </div>
+
+    <div class="col-span-3 flex gap-2 justify-end items-center">
+      <%= link_to t(".cancel"), account_valuations_path(valuation.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
+      <%= f.submit class: "bg-gray-50 rounded-lg font-medium px-3 py-1.5 cursor-pointer hover:bg-gray-100 text-sm" %>
+    </div>
+  </div>
+<% end %>

app/views/account/valuations/_valuation.html.erb

@@ -0,0 +1,50 @@
+<%# locals: (valuation:) %>
+
+<%= turbo_frame_tag dom_id(valuation) do %>
+  <div class="p-4 grid grid-cols-10 items-center">
+    <div class="col-span-5 flex items-center gap-4">
+      <%= tag.div class: "w-8 h-8 rounded-full p-1.5 flex items-center justify-center", style: valuation_style(valuation).html_safe do %>
+        <%= lucide_icon valuation_icon(valuation), class: "w-4 h-4" %>
+      <% end %>
+
+      <div class="text-sm">
+        <%= tag.p valuation.date, class: "text-gray-900 font-medium" %>
+        <%= tag.p valuation.first_of_series? ? t(".start_balance") : t(".value_update"), class: "text-gray-500" %>
+      </div>
+    </div>
+
+    <div class="col-span-2 justify-self-end">
+      <%= tag.p format_money(valuation.value_money), class: "font-medium text-sm text-gray-900" %>
+    </div>
+
+    <div class="col-span-2 justify-self-end font-medium text-sm" style="color: <%= valuation.trend.color %>">
+      <% if valuation.trend.direction.flat? %>
+        <%= tag.span t(".no_change"), class: "text-gray-500" %>
+      <% else %>
+        <%= tag.span format_money(valuation.trend.value) %>
+        <%= tag.span "(#{valuation.trend.percent}%)" %>
+      <% end %>
+    </div>
+
+    <div class="col-span-1 justify-self-end">
+      <%= contextual_menu do %>
+        <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+          <%= contextual_menu_modal_action_item t(".edit_entry"), edit_account_valuation_path(valuation.account, valuation) %>
+
+          <%= contextual_menu_destructive_item t(".delete_entry"),
+                                               account_valuation_path(valuation.account, valuation),
+                                               turbo_frame: "_top",
+                                               turbo_confirm: {
+                                                 title: t(".confirm_title"),
+                                                 body: t(".confirm_body_html"),
+                                                 accept: t(".confirm_accept")
+                                               } %>
+        </div>
+      <% end %>
+    </div>
+  </div>
+
+  <% unless valuation.last_of_series? %>
+    <div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>
+  <% end %>
+<% end %>

app/views/account/valuations/edit.html.erb

@@ -0,0 +1,3 @@
+<%= turbo_frame_tag dom_id(@valuation) do %>
+  <%= render "form", valuation: @valuation %>
+<% end %>

app/views/account/valuations/index.html.erb

@@ -0,0 +1,15 @@
+<%= turbo_frame_tag dom_id(@account, "valuations") do %>
+  <div class="grid grid-cols-10 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
+    <%= tag.p t(".date"), class: "col-span-5" %>
+    <%= tag.p t(".value"), class: "col-span-2 justify-self-end" %>
+    <%= tag.p t(".change"), class: "col-span-2 justify-self-end" %>
+    <%= tag.div class: "col-span-1" %>
+  </div>
+
+  <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
+    <%= turbo_frame_tag dom_id(Account::Valuation.new) %>
+    <% @account.valuations.reverse_chronological.each do |valuation| %>
+      <%= render valuation %>
+    <% end %>
+  </div>
+<% end %>

app/views/account/valuations/new.html.erb

@@ -0,0 +1,4 @@
+<%= turbo_frame_tag dom_id(@valuation) do %>
+  <%= render "form", valuation: @valuation %>
+  <div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
+<% end %>

app/views/account/valuations/show.html.erb

@@ -0,0 +1 @@
+<%= render "valuation", valuation: @valuation %>

app/views/accounts/_account_history.html.erb

@@ -1,29 +0,0 @@
-<%# locals: (account:, valuations:) %>
-<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
-  <div class="flex justify-between items-center">
-    <h3 class="font-medium text-lg">History</h3>
-    <%= link_to new_account_valuation_path(account), data: { turbo_frame: dom_id(Valuation.new) }, class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
-      <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
-      <span class="text-sm">New entry</span>
-    <% end %>
-  </div>
-  <div class="rounded-xl bg-gray-25 p-1">
-    <div class="flex flex-col rounded-lg space-y-1">
-      <div class="text-xs font-medium text-gray-500 uppercase flex items-center px-4 py-2">
-        <div class="w-16">date</div>
-        <div class="flex items-center justify-between grow">
-          <div></div>
-          <div>value</div>
-        </div>
-        <div class="w-56 text-right">change</div>
-        <div class="w-[72px]"></div>
-      </div>
-      <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
-        <%= turbo_frame_tag dom_id(Valuation.new) %>
-        <%= turbo_frame_tag "valuations_list" do %>
-          <%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuations } %>
-        <% end %>
-      </div>
-    </div>
-  </div>
-</div>

app/views/accounts/_account_valuation_list.html.erb

@@ -1,57 +0,0 @@
-<%# locals: (valuation_series:) %>
-<% valuation_series.values.reverse_each.with_index do |valuation, index| %>
-  <% valuation_styles = trend_styles(valuation.trend) %>
-  <%= turbo_frame_tag dom_id(valuation.original) do %>
-    <div class="p-4 flex items-center">
-      <div class="w-16">
-        <div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center <%= valuation_styles[:bg_class] %>">
-          <%= lucide_icon(valuation_styles[:icon], class: "w-4 h-4 #{valuation_styles[:text_class]}") %>
-        </div>
-      </div>
-      <div class="flex items-center justify-between grow">
-        <div class="text-sm">
-          <p><%= valuation.date %></p>
-          <%# TODO: Add descriptive name of valuation %>
-          <p class="text-gray-500">Manually entered</p>
-        </div>
-        <div class="flex text-sm font-medium text-right"><%= format_money valuation.value %></div>
-      </div>
-      <div class="flex w-56 justify-end text-right text-sm font-medium">
-        <% if valuation.trend.value == 0 %>
-          <span class="text-gray-500">No change</span>
-        <% else %>
-          <span class="<%= valuation_styles[:text_class] %>"><%= valuation_styles[:symbol] %><%= format_money valuation.trend.value.abs %></span>
-          <span class="<%= valuation_styles[:text_class] %>">(<%= lucide_icon(valuation_styles[:icon], class: "w-4 h-4 align-text-bottom inline") %> <%= valuation.trend.percent %>%)</span>
-        <% end %>
-      </div>
-      <div class="relative w-[72px]" data-controller="menu">
-        <button
-          data-menu-target="button"
-          class="ml-auto flex items-center justify-center hover:bg-gray-50 w-8 h-8 rounded-lg">
-          <%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
-        </button>
-        <div
-          data-menu-target="content"
-          class="absolute hidden min-w-[200px] z-10 top-10 right-0 bg-white p-1 rounded-sm shadow-xs border border-alpha-black-25 w-fit">
-          <%= link_to edit_valuation_path(valuation.original),
-              class: "flex gap-1 items-center hover:bg-gray-50 rounded-md p-2" do %>
-            <%= lucide_icon("pencil-line", class: "w-5 h-5 text-gray-500 shrink-0") %>
-            <span class="text-gray-900 text-sm">Edit entry</span>
-          <% end %>
-          <%= link_to valuation_path(valuation.original),
-              data: { turbo_method: :delete,
-                      turbo_confirm: { title: t(".confirm_title"),
-                                       body: t(".confirm_body_html"),
-                                       accept: t(".confirm_accept") } },
-              class: "text-red-600 flex gap-1 items-center hover:bg-gray-50 rounded-md p-2" do %>
-            <%= lucide_icon("trash-2", class: "w-5 h-5 shrink-0") %>
-            <span class="text-sm">Delete entry</span>
-          <% end %>
-        </div>
-      </div>
-    </div>
-    <% unless index == valuation_series.values.size - 1 %>
-      <div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
-    <% end %>
-  <% end %>
-<% end %>

app/views/accounts/show.html.erb

@@ -56,11 +56,11 @@
     <div class="p-4 flex justify-between">
       <div class="space-y-2">
         <%= render partial: "shared/value_heading", locals: {
-            label: "Total Value",
+          label: "Total Value",
-            period: @period,
+          period: @period,
-            value: @account.balance_money,
+          value: @account.balance_money,
-            trend: @balance_series.trend
+          trend: @balance_series.trend
-          } %>
+        } %>
       </div>
       <%= form_with url: account_path(@account), method: :get, class: "flex items-center gap-4", data: { controller: "auto-submit-form" } do %>
         <%= render partial: "shared/period_select", locals: { value: @period.name } %>
@@ -77,7 +77,23 @@
     </div>
     <div class="min-h-[800px]">
       <div data-tabs-target="tab" id="account-history-tab">
-        <%= render partial: "accounts/account_history", locals: { account: @account, valuations: @valuation_series } %>
+        <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
+          <div class="flex items-center justify-between">
+            <%= tag.h2 t(".valuations"), class: "font-medium text-lg" %>
+            <%= link_to new_account_valuation_path(@account), data: { turbo_frame: dom_id(Account::Valuation.new) }, class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
+              <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
+              <%= tag.span t(".new_entry"), class: "text-sm" %>
+            <% end %>
+          </div>
+
+          <div class="rounded-xl bg-gray-25 p-1">
+            <%= turbo_frame_tag dom_id(@account, "valuations"), src: account_valuations_path(@account) do %>
+              <div class="p-5 flex justify-center items-center">
+                <%= tag.p t(".loading_history"), class: "text-gray-500 animate-pulse text-sm" %>
+              </div>
+            <% end %>
+          </div>
+        </div>
       </div>
       <div data-tabs-target="tab" id="account-transactions-tab" class="hidden">
         <%= render partial: "accounts/transactions", locals: { account: @account, transactions: @account.transactions.order(date: :desc) } %>

app/views/valuations/_form_row.html.erb

@@ -1,16 +0,0 @@
-<%# locals (f:, form_icon:, submit_button_text:)%>
-<div class="h-[72px] p-4 flex items-center">
-  <div class="w-16">
-    <div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center bg-gray-500/5">
-      <%= lucide_icon(form_icon, class: "w-4 h-4 text-gray-500") %>
-    </div>
-  </div>
-  <div class="flex items-center justify-between grow">
-    <%= f.date_field :date, required: "required", max: Date.today, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
-    <%= f.number_field :value, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
-  </div>
-  <div class="w-[296px] flex gap-2 justify-end items-center">
-    <%= link_to "Cancel", account_path(@valuation.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
-    <%= f.submit submit_button_text, class: "bg-gray-50 rounded-lg font-medium px-3 py-1.5 cursor-pointer hover:bg-gray-100 text-sm" %>
-  </div>
-</div>

app/views/valuations/create.html.erb

@@ -1,4 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Valuations#create</h1>
-  <p>Find me in app/views/valuations/create.html.erb</p>
-</div>

app/views/valuations/create.turbo_stream.erb

@@ -1,4 +0,0 @@
-<%= turbo_stream.replace Valuation.new, body: turbo_frame_tag(dom_id(Valuation.new)) %>
-<%= turbo_stream.append "notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: "Valuation created" } } %>
-<%= turbo_stream.replace "valuations_list", partial: "accounts/account_valuation_list", locals: { valuation_series: @account.valuations.to_series } %>
-<%= turbo_stream.replace "sync_message", partial: "accounts/sync_message", locals: { is_syncing: true } %>

app/views/valuations/destroy.html.erb

@@ -1,4 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Valuations#destroy</h1>
-  <p>Find me in app/views/valuations/destroy.html.erb</p>
-</div>

app/views/valuations/destroy.turbo_stream.erb

@@ -1,4 +0,0 @@
-<%= turbo_stream.remove @valuation %>
-<%= turbo_stream.append "notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: "Valuation deleted" } } %>
-<%= turbo_stream.replace "valuations_list", partial: "accounts/account_valuation_list", locals: { valuation_series: @account.valuations.to_series } %>
-<%= turbo_stream.replace "sync_message", partial: "accounts/sync_message", locals: { is_syncing: true } %>

app/views/valuations/edit.html.erb

@@ -1,8 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Edit Valuation</h1>
-  <%= turbo_frame_tag dom_id(@valuation) do %>
-    <%= form_with model: @valuation, url: valuation_path(@valuation), html: { class: "" } do |f| %>
-      <%= render "form_row", f: f, form_icon: "pencil-line", submit_button_text: "Update" %>
-    <% end %>
-  <% end %>
-</div>

app/views/valuations/new.html.erb

@@ -1,9 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Add Valuation: <%= @account.name %></h1>
-  <%= turbo_frame_tag dom_id(Valuation.new) do %>
-    <%= form_with model: [@account, @valuation], url: account_valuations_path(@account), html: { class: "" } do |f| %>
-      <%= render "form_row", f: f, form_icon: "plus", submit_button_text: "Add" %>
-    <% end %>
-    <div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
-  <% end %>
-</div>

app/views/valuations/show.html.erb

@@ -1,4 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Valuation: <%= @valuation.type %></h1>
-  <p>Find me in app/views/valuations/show.html.erb</p>
-</div>

app/views/valuations/update.html.erb

@@ -1,4 +0,0 @@
-<div>
-  <h1 class="font-bold text-4xl">Valuations#update</h1>
-  <p>Find me in app/views/valuations/update.html.erb</p>
-</div>

config/locales/views/account/valuations/en.yml

@@ -0,0 +1,26 @@
+---
+en:
+  account:
+    valuations:
+      destroy:
+        success: Valuation deleted
+      form:
+        cancel: Cancel
+      index:
+        change: change
+        date: date
+        value: value
+      update:
+        success: Valuation updated
+      valuation:
+        confirm_accept: Delete entry
+        confirm_body_html: "<p>Deleting this entry will remove it from the account’s
+          history which will impact different parts of your account. This includes
+          the net worth and account graphs.</p></br><p>The only way you’ll be able
+          to add this entry back is by re-entering it manually via a new entry</p>"
+        confirm_title: Delete Entry?
+        delete_entry: Delete entry
+        edit_entry: Edit entry
+        no_change: No change
+        start_balance: Starting balance
+        value_update: Value update

config/locales/views/accounts/en.yml

@@ -1,13 +1,6 @@
 ---
 en:
   accounts:
-    account_valuation_list:
-      confirm_accept: Delete entry
-      confirm_body_html: "<p>Deleting this entry will remove it from the account’s
-        history which will impact different parts of your account. This includes the
-        net worth and account graphs.</p></br><p>The only way you’ll be able to add
-        this entry back is by re-entering it manually via a new entry</p>"
-      confirm_title: Delete Entry?
     create:
       success: New account created successfully
     destroy:
@@ -65,9 +58,12 @@ en:
       confirm_title: Delete account?
       edit: Edit
       import: Import transactions
+      loading_history: Loading account history...
+      new_entry: New entry
       sync_message_missing_rates: Since exchange rates haven't been synced, balance
         graphs may not reflect accurate values.
       sync_message_unknown_error: An error has occurred during the sync.
+      valuations: Value history
     summary:
       new: New account
     sync:

config/routes.rb

@@ -80,8 +80,10 @@ Rails.application.routes.draw do
       post :sync
     end
 
-    resource :logo, only: :show, module: :account
+    scope module: :account do
-    resources :valuations, shallow: true
+      resource :logo, only: :show
+      resources :valuations
+    end
   end
 
   resources :institutions, except: %i[ index show ]

db/migrate/20240620221801_rename_valuation_table.rb

@@ -0,0 +1,5 @@
+class RenameValuationTable < ActiveRecord::Migration[7.2]
+  def change
+    rename_table :valuations, :account_valuations
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_06_20_125026) do
+ActiveRecord::Schema[7.2].define(version: 2024_06_20_221801) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -37,6 +37,17 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_125026) do
     t.datetime "updated_at", null: false
   end
 
+  create_table "account_valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.uuid "account_id", null: false
+    t.date "date", null: false
+    t.decimal "value", precision: 19, scale: 4, null: false
+    t.string "currency", default: "USD", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id", "date"], name: "index_account_valuations_on_account_id_and_date", unique: true
+    t.index ["account_id"], name: "index_account_valuations_on_account_id"
+  end
+
   create_table "accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.string "subtype"
     t.uuid "family_id", null: false
@@ -335,23 +346,13 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_125026) do
     t.index ["family_id"], name: "index_users_on_family_id"
   end
 
-  create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
-    t.uuid "account_id", null: false
-    t.date "date", null: false
-    t.decimal "value", precision: 19, scale: 4, null: false
-    t.string "currency", default: "USD", null: false
-    t.datetime "created_at", null: false
-    t.datetime "updated_at", null: false
-    t.index ["account_id", "date"], name: "index_valuations_on_account_id_and_date", unique: true
-    t.index ["account_id"], name: "index_valuations_on_account_id"
-  end
-
   create_table "vehicles", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
   end
 
   add_foreign_key "account_balances", "accounts", on_delete: :cascade
+  add_foreign_key "account_valuations", "accounts", on_delete: :cascade
   add_foreign_key "accounts", "families"
   add_foreign_key "accounts", "institutions"
   add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
@@ -367,5 +368,4 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_125026) do
   add_foreign_key "transactions", "categories", on_delete: :nullify
   add_foreign_key "transactions", "merchants"
   add_foreign_key "users", "families"
-  add_foreign_key "valuations", "accounts", on_delete: :cascade
 end

test/controllers/account/valuations_controller_test.rb

@@ -0,0 +1,71 @@
+require "test_helper"
+
+class Account::ValuationsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @valuation = account_valuations(:savings_one)
+    @account = @valuation.account
+  end
+
+  test "get valuations for an account" do
+    get account_valuations_url(@account)
+    assert_response :success
+  end
+
+  test "new" do
+    get new_account_valuation_url(@account)
+    assert_response :success
+  end
+
+  test "should create valuation" do
+    assert_difference("Account::Valuation.count") do
+      post account_valuations_url(@account), params: {
+        account_valuation: {
+          value: 19800,
+          date: Date.current
+        }
+      }
+    end
+
+    assert_equal "Valuation created", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_path(@account)
+  end
+
+  test "error when valuation already exists for date" do
+    assert_difference("Account::Valuation.count", 0) do
+      post account_valuations_url(@account), params: {
+        account_valuation: {
+          value: 19800,
+          date: @valuation.date
+        }
+      }
+    end
+
+    assert_equal "Date has already been taken", flash[:error]
+    assert_redirected_to account_path(@account)
+  end
+
+  test "should update valuation" do
+    patch account_valuation_url(@account, @valuation), params: {
+      account_valuation: {
+        value: 19550,
+        date: Date.current
+      }
+    }
+
+    assert_equal "Valuation updated", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_path(@account)
+  end
+
+  test "should destroy valuation" do
+    assert_difference("Account::Valuation.count", -1) do
+      delete account_valuation_url(@account, @valuation)
+    end
+
+    assert_equal "Valuation deleted", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_path(@account)
+  end
+end

test/controllers/accounts_controller_test.rb

@@ -44,7 +44,7 @@ class AccountsControllerTest < ActionDispatch::IntegrationTest
   end
 
   test "should create an account" do
-    assert_difference [ "Account.count", "Valuation.count" ], 1 do
+    assert_difference [ "Account.count", "Account::Valuation.count" ], 1 do
       post accounts_path, params: {
         account: {
           accountable_type: "Depository",
@@ -60,7 +60,7 @@ class AccountsControllerTest < ActionDispatch::IntegrationTest
   end
 
   test "can add optional start date and balance to an account on create" do
-    assert_difference -> { Account.count } => 1, -> { Valuation.count } => 2 do
+    assert_difference -> { Account.count } => 1, -> { Account::Valuation.count } => 2 do
       post accounts_path, params: {
         account: {
           accountable_type: "Depository",

test/controllers/transactions_controller_test.rb

@@ -75,7 +75,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
     end
 
     assert_equal transaction_params[:amount].to_d, Transaction.order(created_at: :desc).first.amount
-    assert_equal flash[:notice], "New transaction created successfully"
+    assert_equal "New transaction created successfully", flash[:notice]
     assert_enqueued_with(job: AccountSyncJob)
     assert_redirected_to transactions_url
   end

test/controllers/valuations_controller_test.rb

@@ -1,74 +0,0 @@
-require "test_helper"
-
-class ValuationsControllerTest < ActionDispatch::IntegrationTest
-  setup do
-    sign_in @user = users(:family_admin)
-    @valuation = valuations(:savings_one)
-    @account = @valuation.account
-  end
-
-  test "new" do
-    get new_account_valuation_url(@account)
-    assert_response :success
-  end
-
-  test "should create valuation" do
-    assert_difference("Valuation.count") do
-      post account_valuations_url(@account), params: { valuation: { value: 1, date: Date.current, type: "Appraisal" } }
-    end
-
-    assert_redirected_to account_path(@valuation.account)
-  end
-
-  test "should create valuation with account's currency" do
-    foreign_account = accounts(:eur_checking)
-    post account_valuations_url(foreign_account), params: { valuation: { value: 1, date: Date.current, type: "Appraisal" } }
-    assert_equal foreign_account.currency, Valuation.order(created_at: :desc).first.currency
-  end
-
-  test "create should sync account with correct start date" do
-    date = Date.current - 1.day
-
-    assert_enqueued_with(job: AccountSyncJob, args: [ @account, date ]) do
-      post account_valuations_url(@account), params: { valuation: { value: 2, date:, type: "Appraisal" } }
-    end
-  end
-
-  test "should update valuation" do
-    date = @valuation.date
-    patch valuation_url(@valuation), params: { valuation: { account_id: @valuation.account_id, value: 1, date:, type: "Appraisal" } }
-    assert_redirected_to account_path(@valuation.account)
-  end
-
-  test "update should sync account with correct start date" do
-    new_date = @valuation.date - 1.day
-    assert_enqueued_with(job: AccountSyncJob, args: [ @account, new_date ]) do
-      patch valuation_url(@valuation), params: { valuation: { account_id: @valuation.account_id, value: @valuation.value, date: new_date, type: "Appraisal" } }
-    end
-
-    new_date = @valuation.reload.date + 1.day
-    assert_enqueued_with(job: AccountSyncJob, args: [ @account, @valuation.date ]) do
-      patch valuation_url(@valuation), params: { valuation: { account_id: @valuation.account_id, value: @valuation.value, date: new_date, type: "Appraisal" } }
-    end
-  end
-
-  test "should destroy valuation" do
-    assert_difference("Valuation.count", -1) do
-      delete valuation_url(@valuation)
-    end
-
-    assert_redirected_to account_path(@account)
-  end
-
-  test "destroy should sync account with correct start date" do
-    first, second = @account.valuations.order(:date).all
-
-    assert_enqueued_with(job: AccountSyncJob, args: [ @account, first.date ]) do
-      delete valuation_url(second)
-    end
-
-    assert_enqueued_with(job: AccountSyncJob, args: [ @account, nil ]) do
-      delete valuation_url(first)
-    end
-  end
-end

test/models/account/transfer_test.rb

@@ -1,6 +1,6 @@
 require "test_helper"
 
-class TransferTest < ActiveSupport::TestCase
+class Account::TransferTest < ActiveSupport::TestCase
   setup do
     # Transfers can be posted on different dates
     @outflow = accounts(:checking).transactions.create! date: 1.day.ago.to_date, name: "Transfer to Savings", amount: 100, marked_as_transfer: true

test/models/account/valuation_test.rb

@@ -0,0 +1,39 @@
+require "test_helper"
+
+class Account::ValuationTest < ActiveSupport::TestCase
+  setup do
+    @valuation = account_valuations :savings_one
+    @family = families :dylan_family
+  end
+
+  test "one valuation per day" do
+    assert_equal 12.days.ago.to_date, account_valuations(:savings_one).date
+    invalid_valuation = Account::Valuation.new date: 12.days.ago.to_date, value: 20000
+    assert invalid_valuation.invalid?
+  end
+
+  test "triggers sync with correct start date when valuation is set to prior date" do
+    prior_date = @valuation.date - 1
+    @valuation.update! date: prior_date
+
+    @valuation.account.expects(:sync_later).with(prior_date)
+    @valuation.sync_account_later
+  end
+
+  test "triggers sync with correct start date when valuation is set to future date" do
+    prior_date = @valuation.date
+    @valuation.update! date: @valuation.date + 1
+
+    @valuation.account.expects(:sync_later).with(prior_date)
+    @valuation.sync_account_later
+  end
+
+  test "triggers sync with correct start date when valuation deleted" do
+    prior_valuation = account_valuations :savings_two # 25 days ago
+    current_valuation = account_valuations :savings_one # 12 days ago
+    current_valuation.destroy!
+
+    current_valuation.account.expects(:sync_later).with(prior_valuation.date)
+    current_valuation.sync_account_later
+  end
+end

test/models/account_test.rb

@@ -111,7 +111,7 @@ class AccountTest < ActiveSupport::TestCase
   end
 
   test "should destroy dependent valuations" do
-    assert_difference("Valuation.count", -@account.valuations.count) do
+    assert_difference("Account::Valuation.count", -@account.valuations.count) do
       @account.destroy
     end
   end

test/models/time_series/trend_test.rb

@@ -11,11 +11,13 @@ class TimeSeries::TrendTest < ActiveSupport::TestCase
   test "up" do
     trend = TimeSeries::Trend.new(current: 100, previous: 50)
     assert_equal "up", trend.direction
+    assert_equal "#10A861", trend.color
   end
 
   test "down" do
     trend = TimeSeries::Trend.new(current: 50, previous: 100)
     assert_equal "down", trend.direction
+    assert_equal "#F13636", trend.color
   end
 
   test "flat" do
@@ -25,6 +27,7 @@ class TimeSeries::TrendTest < ActiveSupport::TestCase
     assert_equal "flat", trend1.direction
     assert_equal "flat", trend2.direction
     assert_equal "flat", trend3.direction
+    assert_equal "#737373", trend1.color
   end
 
   test "infinitely up" do

test/models/valuation_test.rb

@@ -1,4 +0,0 @@
-require "test_helper"
-
-class ValuationTest < ActiveSupport::TestCase
-end