Preference to set default_period (#1941)

app/controllers/accounts_controller.rb

@@ -1,5 +1,6 @@
 class AccountsController < ApplicationController
   before_action :set_account, only: %i[sync chart sparkline]
+  include Periodable
 
   def index
     @manual_accounts = family.accounts.manual.alphabetically

app/controllers/concerns/accountable_resource.rb

@@ -2,7 +2,7 @@ module AccountableResource
   extend ActiveSupport::Concern
 
   included do
-    include ScrollFocusable
+    include ScrollFocusable, Periodable
 
     before_action :set_account, only: [ :show, :edit, :update, :destroy ]
     before_action :set_link_token, only: :new

app/controllers/concerns/periodable.rb

@@ -0,0 +1,14 @@
+module Periodable
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :set_period
+  end
+
+  private
+    def set_period
+      @period = Period.from_key(params[:period] || Current.user&.default_period)
+    rescue Period::InvalidKeyError
+      @period = Period.last_30_days
+    end
+end

app/controllers/pages_controller.rb

@@ -1,8 +1,8 @@
 class PagesController < ApplicationController
   skip_before_action :authenticate_user!, only: %i[early_access]
+  include Periodable
 
   def dashboard
-    @period = params[:period] ? Period.from_key(params[:period]) : Period.last_30_days
     @balance_sheet = Current.family.balance_sheet
     @accounts = Current.family.accounts.active.with_attached_logo
 

app/controllers/users_controller.rb

@@ -66,7 +66,7 @@ class UsersController < ApplicationController
 
     def user_params
       params.require(:user).permit(
-        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar,
+        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar, :default_period,
         family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id, :data_enrichment_enabled ]
       )
     end

app/models/user.rb

@@ -9,6 +9,7 @@ class User < ApplicationRecord
 
   validates :email, presence: true, uniqueness: true, format: { with: URI::MailTo::EMAIL_REGEXP }
   validate :ensure_valid_profile_image
+  validates :default_period, inclusion: { in: Period::PERIODS.keys }
   normalizes :email, with: ->(email) { email.strip.downcase }
   normalizes :unconfirmed_email, with: ->(email) { email&.strip&.downcase }
 

app/views/accounts/chart.html.erb

@@ -1,5 +1,4 @@
-<% period = params[:period] ? Period.from_key(params[:period]) : Period.last_30_days %>
-<% series = @account.balance_series(period: period) %>
+<% series = @account.balance_series(period: @period) %>
 <% trend = series.trend %>
 
 <%= turbo_frame_tag dom_id(@account, :chart_details) do %>
@@ -13,7 +12,7 @@
       <% end %>
     <% end %>
 
-    <%= tag.span period.comparison_label, class: "text-secondary" %>
+    <%= tag.span @period.comparison_label, class: "text-secondary" %>
   </div>
 
   <div class="h-64 pb-4">

app/views/accounts/show/_chart.html.erb

@@ -1,6 +1,6 @@
 <%# locals: (account:, title: nil, tooltip: nil, **args) %>
 
-<% period = params[:period] ? Period.from_key(params[:period]) : Period.last_30_days %>
+<% period =  @period ||  Period.last_30_days %>
 <% default_value_title = account.asset? ? t(".balance") : t(".owed") %>
 
 <div id="<%= dom_id(account, :chart) %>" class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg space-y-2">

app/views/settings/preferences/show.html.erb

@@ -25,6 +25,11 @@
             { label: t(".date_format") },
             { data: { auto_submit_form_target: "auto" } } %>
 
+        <%= form.select :default_period,
+            Period.all.map { |period| [ period.label, period.key ] },
+            { label: t(".default_period") },
+            { data: { auto_submit_form_target: "auto" } } %>
+
         <%= family_form.select :country,
             country_options,
             { label: t(".country") },

config/locales/views/settings/en.yml

@@ -20,6 +20,7 @@ en:
         date_format: Date format
         general_subtitle: Configure your preferences
         general_title: General
+        default_period: Default Period
         language: Language
         page_title: Preferences
         theme_dark: Dark

db/migrate/20250304140435_add_default_period_to_users.rb

@@ -0,0 +1,5 @@
+class AddDefaultPeriodToUsers < ActiveRecord::Migration[7.2]
+  def change
+    add_column :users, :default_period, :string, default: "last_30_days", null: false
+  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: 2025_03_03_141007) do
+ActiveRecord::Schema[7.2].define(version: 2025_03_04_140435) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -675,6 +675,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_03_03_141007) do
     t.boolean "otp_required", default: false, null: false
     t.string "otp_backup_codes", default: [], array: true
     t.boolean "show_sidebar", default: true
+    t.string "default_period", default: "last_30_days", null: false
     t.index ["email"], name: "index_users_on_email", unique: true
     t.index ["family_id"], name: "index_users_on_family_id"
     t.index ["otp_secret"], name: "index_users_on_otp_secret", unique: true, where: "(otp_secret IS NOT NULL)"