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Code Issues Releases Activity Actions

Basic account onboarding (#1328)

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* Basic account onboarding

* Cleanup
This commit is contained in:
Zach Gollwitzer 2024-10-18 17:18:54 -04:00 • committed by GitHub
parent e8e100e1d8
commit 263d65ea7e
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GPG key ID: B5690EEEBB952194
24 changed files with 146 additions and 73 deletions
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14
app/views/accounts/accountables/_default_tabs.html.erb
View file

@ -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 %>

16
app/views/accounts/accountables/_value_onboarding.html.erb Normal file
View file

@ -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>

35
app/views/accounts/accountables/credit_card/_tabs.html.erb
View file

@ -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 %>

2
app/views/accounts/accountables/crypto/_tabs.html.erb
View file

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

2
app/views/accounts/accountables/depository/_tabs.html.erb
View file

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

42
app/views/accounts/accountables/investment/_tabs.html.erb
View file

@ -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 %>

34
app/views/accounts/accountables/loan/_tabs.html.erb
View file

@ -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 %>