diff --git a/app/assets/tailwind/maybe-design-system/border-utils.css b/app/assets/tailwind/maybe-design-system/border-utils.css index bc2d7a60..94c54a55 100644 --- a/app/assets/tailwind/maybe-design-system/border-utils.css +++ b/app/assets/tailwind/maybe-design-system/border-utils.css @@ -1,7 +1,6 @@ /* Custom shadow borders used for surfaces / containers */ @utility shadow-border-xs { box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-black-50); - transform: translateZ(0); @variant theme-dark { box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-white-50); @@ -10,7 +9,6 @@ @utility shadow-border-sm { box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50); - transform: translateZ(0); @variant theme-dark { box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-white-50); @@ -19,7 +17,6 @@ @utility shadow-border-md { box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50); - transform: translateZ(0); @variant theme-dark { box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-white-50); @@ -28,7 +25,6 @@ @utility shadow-border-lg { box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50); - transform: translateZ(0); @variant theme-dark { box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-white-50); @@ -37,7 +33,6 @@ @utility shadow-border-xl { box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50); - transform: translateZ(0); @variant theme-dark { box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-white-50); diff --git a/app/components/tabs_component.html.erb b/app/components/tabs_component.html.erb index 9a1d938a..bfceddad 100644 --- a/app/components/tabs_component.html.erb +++ b/app/components/tabs_component.html.erb @@ -11,11 +11,6 @@ <% else %> <%= nav %> - <%= form_with url: cookie_session_path, scope: :cookie_session, method: :put, data: { tabs_target: "persistSelectionForm" } do |f| %> - <%= f.hidden_field :tab_key, value: "account_group_tab" %> - <%= f.hidden_field :tab_value, value: "all", data: { tabs_target: "selectionInput" } %> - <% end %> - <% panels.each do |panel| %> <%= panel %> <% end %> diff --git a/app/components/tabs_controller.js b/app/components/tabs_controller.js index 5b83b0ad..4fc5cf22 100644 --- a/app/components/tabs_controller.js +++ b/app/components/tabs_controller.js @@ -36,8 +36,22 @@ export default class extends Controller { // Update URL with the selected tab if (this.sessionKeyValue) { - this.selectionInputTarget.value = selectedTabId; - this.persistSelectionFormTarget.requestSubmit(); + this.#updateSessionPreference(selectedTabId); } } + + #updateSessionPreference(selectedTabId) { + fetch("/current_session", { + method: "PUT", + headers: { + "Content-Type": "application/x-www-form-urlencoded", + "X-CSRF-Token": document.querySelector('[name="csrf-token"]').content, + Accept: "application/json", + }, + body: new URLSearchParams({ + "current_session[tab_key]": this.sessionKeyValue, + "current_session[tab_value]": selectedTabId, + }).toString(), + }); + } } diff --git a/app/controllers/application_controller.rb b/app/controllers/application_controller.rb index 8a1642f9..260579d1 100644 --- a/app/controllers/application_controller.rb +++ b/app/controllers/application_controller.rb @@ -1,7 +1,7 @@ class ApplicationController < ActionController::Base - include Onboardable, Localize, AutoSync, Authentication, Invitable, + include RestoreLayoutPreferences, Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable, Breadcrumbable, - FeatureGuardable, Notifiable, AccountGroupable + FeatureGuardable, Notifiable include Pagy::Backend diff --git a/app/controllers/concerns/account_groupable.rb b/app/controllers/concerns/restore_layout_preferences.rb similarity index 58% rename from app/controllers/concerns/account_groupable.rb rename to app/controllers/concerns/restore_layout_preferences.rb index 6d4a41c3..284df4cc 100644 --- a/app/controllers/concerns/account_groupable.rb +++ b/app/controllers/concerns/restore_layout_preferences.rb @@ -1,13 +1,13 @@ -module AccountGroupable +module RestoreLayoutPreferences extend ActiveSupport::Concern included do - before_action :set_account_group_tab + before_action :restore_active_tabs end private - def set_account_group_tab - last_selected_tab = session["custom_account_group_tab"] || "asset" + def restore_active_tabs + last_selected_tab = Current.session&.get_preferred_tab("account_sidebar_tab") || "asset" @account_group_tab = account_group_tab_param || last_selected_tab end @@ -17,7 +17,7 @@ module AccountGroupable end def account_group_tab_param - param_value = params[:account_group_tab] + param_value = params[:account_sidebar_tab] return nil unless param_value.in?(valid_account_group_tabs) param_value end diff --git a/app/controllers/current_sessions_controller.rb b/app/controllers/current_sessions_controller.rb new file mode 100644 index 00000000..303b51f0 --- /dev/null +++ b/app/controllers/current_sessions_controller.rb @@ -0,0 +1,14 @@ +class CurrentSessionsController < ApplicationController + def update + if session_params[:tab_key].present? && session_params[:tab_value].present? + Current.session.set_preferred_tab(session_params[:tab_key], session_params[:tab_value]) + end + + head :ok + end + + private + def session_params + params.require(:current_session).permit(:tab_key, :tab_value) + end +end diff --git a/app/models/account/syncer.rb b/app/models/account/syncer.rb index fcb586b5..e21e25a1 100644 --- a/app/models/account/syncer.rb +++ b/app/models/account/syncer.rb @@ -13,7 +13,7 @@ class Account::Syncer def perform_post_sync account.family.auto_match_transfers! account.broadcast_refresh - account.family.broadcast_sidebar_refresh + SyncCompleteEvent.new(account.family, accounts: [ account ]).broadcast end private diff --git a/app/models/balance_sheet.rb b/app/models/balance_sheet.rb index 090775d4..cc50e3da 100644 --- a/app/models/balance_sheet.rb +++ b/app/models/balance_sheet.rb @@ -54,8 +54,11 @@ class BalanceSheet groups = account_groups.map do |accountable, accounts| group_total = accounts.sum(&:converted_balance) + key = accountable.model_name.param_key + AccountGroup.new( - key: accountable.model_name.param_key, + id: classification ? "#{classification}_#{key}_group" : "#{key}_group", + key: key, name: accountable.display_name, classification: accountable.classification, total: group_total, @@ -95,7 +98,7 @@ class BalanceSheet private ClassificationGroup = Struct.new(:key, :display_name, :icon, :total_money, :account_groups, :syncing?, keyword_init: true) - AccountGroup = Struct.new(:key, :name, :accountable_type, :classification, :total, :total_money, :weight, :accounts, :color, :missing_rates?, :syncing?, keyword_init: true) + AccountGroup = Struct.new(:id, :key, :name, :accountable_type, :classification, :total, :total_money, :weight, :accounts, :color, :missing_rates?, :syncing?, keyword_init: true) def active_accounts family.accounts.active.with_attached_logo diff --git a/app/models/family.rb b/app/models/family.rb index 4db7fdf0..0cfb8b89 100644 --- a/app/models/family.rb +++ b/app/models/family.rb @@ -44,14 +44,6 @@ class Family < ApplicationRecord .exists? end - def broadcast_sidebar_refresh - broadcast_replace( - target: "account-sidebar-tabs", - partial: "accounts/sidebar_tabs", - locals: { family: self, active_account_group_tab: "all" } - ) - end - def assigned_merchants merchant_ids = transactions.where.not(merchant_id: nil).pluck(:merchant_id).uniq Merchant.where(id: merchant_ids) diff --git a/app/models/plaid_item/syncer.rb b/app/models/plaid_item/syncer.rb index f6333403..51c3f32f 100644 --- a/app/models/plaid_item/syncer.rb +++ b/app/models/plaid_item/syncer.rb @@ -24,7 +24,7 @@ class PlaidItem::Syncer def perform_post_sync plaid_item.auto_match_categories! - plaid_item.family.broadcast_sidebar_refresh + SyncCompleteEvent.new(plaid_item.family, accounts: plaid_item.accounts).broadcast end private diff --git a/app/models/session.rb b/app/models/session.rb index ce26938a..66faa0f5 100644 --- a/app/models/session.rb +++ b/app/models/session.rb @@ -9,4 +9,14 @@ class Session < ApplicationRecord self.user_agent = Current.user_agent self.ip_address = Current.ip_address end + + def get_preferred_tab(tab_key) + data.dig("tab_preferences", tab_key) + end + + def set_preferred_tab(tab_key, tab_value) + data["tab_preferences"] ||= {} + data["tab_preferences"][tab_key] = tab_value + save! + end end diff --git a/app/models/sync.rb b/app/models/sync.rb index 14a46ed2..134b18c3 100644 --- a/app/models/sync.rb +++ b/app/models/sync.rb @@ -49,7 +49,9 @@ class Sync < ApplicationRecord begin syncable.perform_sync(self) rescue => e - fail_and_report_error(e) + fail! + update(error: e.message) + report_error(e) ensure finalize_if_all_children_finalized end @@ -64,9 +66,6 @@ class Sync < ApplicationRecord # If this is the "parent" and there are still children running, don't finalize. return unless all_children_finalized? - # If we make it here, the sync is finalized. Run post-sync, regardless of failure/success. - perform_post_sync - if syncing? if has_failed_children? fail! @@ -74,6 +73,9 @@ class Sync < ApplicationRecord complete! end end + + # If we make it here, the sync is finalized. Run post-sync, regardless of failure/success. + perform_post_sync end # If this sync has a parent, try to finalize it so the child status propagates up the chain. @@ -96,12 +98,10 @@ class Sync < ApplicationRecord def perform_post_sync syncable.perform_post_sync rescue => e - fail_and_report_error(e) + report_error(e) end - def fail_and_report_error(error) - fail! - update(error: error.message) + def report_error(error) Sentry.capture_exception(error) do |scope| scope.set_tags(sync_id: id) end diff --git a/app/models/sync_complete_event.rb b/app/models/sync_complete_event.rb new file mode 100644 index 00000000..44a17d37 --- /dev/null +++ b/app/models/sync_complete_event.rb @@ -0,0 +1,37 @@ +class SyncCompleteEvent + attr_reader :family, :accounts + + def initialize(family, accounts: []) + @family = family + @accounts = accounts + end + + def broadcast + account_groups = family.balance_sheet.account_groups.select do |group| + group.accounts.any? { |a| accounts.include?(a) } + end + + account_groups.each do |account_group| + [ nil, "asset", "liability" ].each do |classification| + id = classification ? "#{classification}_#{account_group.id}" : account_group.id + family.broadcast_replace( + target: id, + partial: "accounts/accountable_group", + locals: { account_group: account_group, open: true } + ) + end + end + + family.broadcast_replace( + target: "balance-sheet", + partial: "pages/dashboard/balance_sheet", + locals: { balance_sheet: family.balance_sheet } + ) + + family.broadcast_replace( + target: "net-worth-chart", + partial: "pages/dashboard/net_worth_chart", + locals: { balance_sheet: family.balance_sheet, period: Period.last_30_days } + ) + end +end diff --git a/app/views/accounts/_account_sidebar_tabs.html.erb b/app/views/accounts/_account_sidebar_tabs.html.erb index 74c7d705..056e7be1 100644 --- a/app/views/accounts/_account_sidebar_tabs.html.erb +++ b/app/views/accounts/_account_sidebar_tabs.html.erb @@ -1,4 +1,4 @@ -<%# locals: (family:, active_account_group_tab: "asset") %> +<%# locals: (family:, active_tab:, mobile: false) %>
@@ -62,7 +62,7 @@<%= t(".title") %>
+<%= t(".title") %>
- <% if balance_sheet.syncing? %> -- <%= series.current.format %> -
- - <% if series.trend.nil? %> -<%= t(".data_not_available") %>
+ <% if balance_sheet.syncing? %> ++ <%= series.current.format %> +
- <%= form_with url: root_path, method: :get, data: { controller: "auto-submit-form" } do |form| %> - <%= form.select :period, + <% if series.trend.nil? %> +<%= t(".data_not_available") %>
+ <% else %> + <%= render partial: "shared/trend_change", locals: { trend: series.trend, comparison_label: period.comparison_label } %> + <% end %> + <% end %> +<%= t(".data_not_available") %>
-<%= t(".data_not_available") %>
+