Basic account onboarding (#1328)

* Basic account onboarding

* Cleanup

app/controllers/accounts_controller.rb

@@ -79,6 +79,6 @@ class AccountsController < ApplicationController
     end
 
     def account_params
-      params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
+      params.require(:account).permit(:name, :accountable_type, :mode, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
     end
 end

app/controllers/credit_cards_controller.rb

@@ -27,7 +27,7 @@ class CreditCardsController < ApplicationController
     def account_params
       params.require(:account)
         .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :mode, :start_date, :start_balance, :currency, :accountable_type,
           accountable_attributes: [
             :id,
             :available_credit,

app/controllers/loans_controller.rb

@@ -27,7 +27,7 @@ class LoansController < ApplicationController
     def account_params
       params.require(:account)
         .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
           accountable_attributes: [
             :id,
             :rate_type,

app/controllers/properties_controller.rb

@@ -27,7 +27,7 @@ class PropertiesController < ApplicationController
     def account_params
       params.require(:account)
         .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
           accountable_attributes: [
             :id,
             :year_built,

app/controllers/vehicles_controller.rb

@@ -27,7 +27,7 @@ class VehiclesController < ApplicationController
     def account_params
       params.require(:account)
         .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
           accountable_attributes: [
             :id,
             :make,

app/models/account.rb

@@ -1,7 +1,10 @@
 class Account < ApplicationRecord
+  VALUE_MODES = %w[balance transactions]
+
   include Syncable, Monetizable, Issuable
 
   validates :name, :balance, :currency, presence: true
+  validates :mode, inclusion: { in: VALUE_MODES }, allow_nil: true
 
   belongs_to :family
   belongs_to :institution, optional: true

app/models/account/balance/calculator.rb

@@ -23,11 +23,11 @@ class Account::Balance::Calculator
     attr_reader :account, :sync_start_date
 
     def find_start_balance_for_partial_sync
-      account.balances.find_by(currency: account.currency, date: sync_start_date - 1.day).balance
+      account.balances.find_by(currency: account.currency, date: sync_start_date - 1.day)&.balance
     end
 
     def find_start_balance_for_full_sync(cached_entries)
-      account.balance + net_entry_flows(cached_entries)
+      account.balance + net_entry_flows(cached_entries.select { |e| e.account_transaction? })
     end
 
     def calculate_balance_for_date(date, entries:, prior_balance:)

app/views/accounts/_form.html.erb

@@ -2,6 +2,10 @@
 
 <%= styled_form_with model: account, url: url, scope: :account, class: "flex flex-col gap-4 justify-between grow", data: { turbo: false } do |f| %>
   <div class="grow space-y-2">
+    <% unless account.new_record? %>
+      <%= f.select :mode, Account::VALUE_MODES.map { |mode| [mode.titleize, mode] }, { label: t(".mode"), prompt: t(".mode_prompt") } %>
+    <% end %>
+
     <%= f.select :accountable_type, Accountable::TYPES.map { |type| [type.titleize, type] }, { label: t(".accountable_type"), prompt: t(".type_prompt") }, required: true, autofocus: true %>
     <%= f.text_field :name, placeholder: t(".name_placeholder"), required: "required", label: t(".name_label") %>
 

app/views/accounts/_new_account_setup_bar.html.erb

@@ -1,8 +0,0 @@
-<div class="flex items-center gap-2 rounded-xl justify-between shadow-xs bg-white p-4 border border-alpha-black-25">
-  <p class="text-lg font-medium text-gray-900">Setup your new account</p>
-
-  <div class="flex items-center gap-2">
-    <%= link_to "Track balances only", new_account_valuation_path(@account), class: "btn btn--ghost", data: { turbo_frame: dom_id(@account.entries.account_valuations.new) } %>
-    <%= link_to "Add your first transaction", new_transaction_path(account_id: @account.id), class: "btn btn--primary", data: { turbo_frame: :modal } %>
-  </div>
-</div>

app/views/accounts/accountables/_default_tabs.html.erb

@@ -1,7 +1,13 @@
-<%# locals: (account:) %>
+<%# locals: (account:, selected_tab:) %>
 
-<% if account.transactions.any? %>
-  <%= render "accounts/accountables/transactions", account: account %>
+<% if account.mode.nil? %>
+  <%= render "accounts/accountables/value_onboarding", account: account %>
 <% else %>
-  <%= render "accounts/accountables/valuations", account: account %>
+  <div class="min-h-[800px]">
+    <% if account.mode == "transactions" %>
+      <%= render "accounts/accountables/transactions", account: account %>
+    <% else %>
+      <%= render "accounts/accountables/valuations", account: account %>
+    <% end %>
+  </div>
 <% end %>

app/views/accounts/accountables/_value_onboarding.html.erb

@@ -0,0 +1,16 @@
+<%# locals: (account:) %>
+
+<div data-test-id="value-onboarding" class="py-12 flex flex-col justify-center items-center bg-white rounded-lg border border-alpha-black-25 shadow-xs">
+  <h3 class="font-medium text-lg mb-2">How would you like to track value for this account?</h3>
+  <p class="text-sm text-gray-500 mb-8">We will use this to determine what data to show for this account.</p>
+  <div class="flex items-center gap-4">
+    <%= button_to account_path(account, { account: { mode: "balance" } }), method: :put, class: "btn btn--outline", data: { controller: "tooltip", turbo: false } do %>
+      <%= render partial: "shared/text_tooltip", locals: { tooltip_text: "Choose this if you only need to track the historical value of this account over time and do not plan on importing any transactions." } %>
+      <span>Balance only</span>
+    <% end %>
+    <%= button_to account_path(account, { account: { mode: "transactions" } }), method: :put, class: "btn btn--primary", data: { controller: "tooltip", turbo: false } do %>
+      <%= render partial: "shared/text_tooltip", locals: { tooltip_text: "Choose this if you plan on importing transactions into this account for budgeting and other analytics." } %>
+      <span>Transactions</span>
+    <% end %>
+  </div>
+</div>

app/views/accounts/accountables/credit_card/_tabs.html.erb

@@ -1,15 +1,26 @@
 <%# locals: (account:, selected_tab:) %>
 
-<div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
-  <%= render "accounts/accountables/tab", account: account, key: "overview", is_selected: selected_tab.in?([nil, "overview"]) %>
-  <%= render "accounts/accountables/tab", account: account, key: "transactions", is_selected: selected_tab == "transactions" %>
-</div>
+<% if account.mode.nil? %>
+  <%= render "accounts/accountables/value_onboarding", account: account %>
+<% else %>
+  <div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
+    <%= render "accounts/accountables/tab", account: account, key: "overview", is_selected: selected_tab.in?([nil, "overview"]) %>
 
-<div class="min-h-[800px]">
-  <% case selected_tab %>
-  <% when nil, "overview" %>
-    <%= render "accounts/accountables/credit_card/overview", account: account %>
-  <% when "transactions" %>
-    <%= render "accounts/accountables/transactions", account: account %>
-  <% end %>
-</div>
+    <% if account.mode == "transactions" %>
+      <%= render "accounts/accountables/tab", account: account, key: "transactions", is_selected: selected_tab == "transactions" %>
+    <% else %>
+      <%= render "accounts/accountables/tab", account: account, key: "value", is_selected: selected_tab == "value" %>
+    <% end %>
+  </div>
+
+  <div class="min-h-[800px]">
+    <% case selected_tab %>
+    <% when nil, "overview" %>
+      <%= render "accounts/accountables/credit_card/overview", account: account %>
+    <% when "transactions" %>
+      <%= render "accounts/accountables/transactions", account: account %>
+    <% when "value" %>
+      <%= render "accounts/accountables/valuations", account: account %>
+    <% end %>
+  </div>
+<% end %>

app/views/accounts/accountables/crypto/_tabs.html.erb

@@ -1 +1 @@
-<%= render "accounts/accountables/default_tabs", account: account %>
+<%= render "accounts/accountables/default_tabs", account: account, selected_tab: selected_tab %>

app/views/accounts/accountables/depository/_tabs.html.erb

@@ -1 +1 @@
-<%= render "accounts/accountables/default_tabs", account: account %>
+<%= render "accounts/accountables/default_tabs", account: account, selected_tab: selected_tab %>

app/views/accounts/accountables/investment/_tabs.html.erb

@@ -1,28 +1,34 @@
 <%# locals: (account:, selected_tab:) %>
 
-<% if account.entries.account_trades.any? || account.entries.account_transactions.any? %>
+<% if account.mode.nil? %>
+  <%= render "accounts/accountables/value_onboarding", account: account %>
+<% else %>
   <div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
-    <%= render "accounts/accountables/tab", account: account, key: "holdings", is_selected: selected_tab.in?([nil, "holdings"]) %>
-    <%= render "accounts/accountables/tab", account: account, key: "cash", is_selected: selected_tab == "cash" %>
-    <%= render "accounts/accountables/tab", account: account, key: "transactions", is_selected: selected_tab == "transactions" %>
+    <% if account.mode == "transactions" %>
+      <%= render "accounts/accountables/tab", account: account, key: "holdings", is_selected: selected_tab.in?([nil, "holdings"]) %>
+      <%= render "accounts/accountables/tab", account: account, key: "cash", is_selected: selected_tab == "cash" %>
+      <%= render "accounts/accountables/tab", account: account, key: "transactions", is_selected: selected_tab == "transactions" %>
+    <% end %>
   </div>
 
   <div class="min-h-[800px]">
-    <% case selected_tab %>
-    <% when nil, "holdings" %>
-      <%= turbo_frame_tag dom_id(account, :holdings), src: account_holdings_path(account) do %>
-        <%= render "account/entries/loading" %>
-      <% end %>
-    <% when "cash" %>
-      <%= turbo_frame_tag dom_id(account, :cash), src: account_cashes_path(account) do %>
-        <%= render "account/entries/loading" %>
-      <% end %>
-    <% when "transactions" %>
-      <%= turbo_frame_tag dom_id(account, :trades), src: account_trades_path(account) do %>
-        <%= render "account/entries/loading" %>
+    <% if account.mode == "transactions" %>
+      <% case selected_tab %>
+      <% when nil, "holdings" %>
+        <%= turbo_frame_tag dom_id(account, :holdings), src: account_holdings_path(account) do %>
+          <%= render "account/entries/loading" %>
+        <% end %>
+      <% when "cash" %>
+        <%= turbo_frame_tag dom_id(account, :cash), src: account_cashes_path(account) do %>
+          <%= render "account/entries/loading" %>
+        <% end %>
+      <% when "transactions" %>
+        <%= turbo_frame_tag dom_id(account, :trades), src: account_trades_path(account) do %>
+          <%= render "account/entries/loading" %>
+        <% end %>
       <% end %>
+    <% else %>
+      <%= render "accounts/accountables/valuations", account: account %>
     <% end %>
   </div>
-<% else %>
-  <%= render "accounts/accountables/valuations", account: account %>
 <% end %>

app/views/accounts/accountables/loan/_tabs.html.erb

@@ -1,15 +1,25 @@
 <%# locals: (account:, selected_tab:) %>
 
-<div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
-  <%= render "accounts/accountables/tab", account: account, key: "overview", is_selected: selected_tab.in?([nil, "overview"]) %>
-  <%= render "accounts/accountables/tab", account: account, key: "value", is_selected: selected_tab == "value" %>
-</div>
+<% if account.mode.nil? %>
+  <%= render "accounts/accountables/value_onboarding", account: account %>
+<% else %>
+  <div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
+    <%= render "accounts/accountables/tab", account: account, key: "overview", is_selected: selected_tab.in?([nil, "overview"]) %>
+    <% if account.mode == "transactions" %>
+      <%= render "accounts/accountables/tab", account: account, key: "transactions", is_selected: selected_tab == "transactions" %>
+    <% else %>
+      <%= render "accounts/accountables/tab", account: account, key: "value", is_selected: selected_tab == "value" %>
+    <% end %>
+  </div>
 
-<div class="min-h-[800px]">
-  <% case selected_tab %>
-  <% when nil, "overview" %>
-    <%= render "accounts/accountables/loan/overview", account: account %>
-  <% when "value" %>
-    <%= render "accounts/accountables/valuations", account: account %>
-  <% end %>
-</div>
+  <div class="min-h-[800px]">
+    <% case selected_tab %>
+    <% when nil, "overview" %>
+      <%= render "accounts/accountables/loan/overview", account: account %>
+    <% when "transactions" %>
+      <%= render "accounts/accountables/transactions", account: account %>
+    <% when "value" %>
+      <%= render "accounts/accountables/valuations", account: account %>
+    <% end %>
+  </div>
+<% end %>

app/views/accounts/show.html.erb

@@ -16,10 +16,6 @@
     </div>
   </header>
 
-  <% if @account.entries.empty? && @account.depository? %>
-    <%= render "accounts/new_account_setup_bar", account: @account %>
-  <% end %>
-
   <% if @account.highest_priority_issue %>
     <%= render partial: "issues/issue", locals: { issue: @account.highest_priority_issue } %>
   <% end %>

app/views/shared/_text_tooltip.erb

@@ -1,5 +1,5 @@
 <div role="tooltip" data-tooltip-target="tooltip" class="tooltip bg-gray-700 text-sm px-1.5 py-1 rounded-md">
-  <div class="text-white font-normal">
+  <div class="text-white font-normal max-w-[200px]">
     <%= tooltip_text %>
   </div>
 </div>