1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-05 05:25:24 +02:00

Move categories to top-level namespace (#894)

This commit is contained in:
Zach Gollwitzer 2024-06-20 08:15:09 -04:00 committed by GitHub
parent a947db92b2
commit 2681dd96b1
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
48 changed files with 229 additions and 223 deletions

View file

@ -1,4 +1,4 @@
class Transactions::Categories::DeletionsController < ApplicationController
class Categories::DeletionsController < ApplicationController
layout "with_sidebar"
before_action :set_category
@ -15,12 +15,12 @@ class Transactions::Categories::DeletionsController < ApplicationController
private
def set_category
@category = Current.family.transaction_categories.find(params[:category_id])
@category = Current.family.categories.find(params[:category_id])
end
def set_replacement_category
if params[:replacement_category_id].present?
@replacement_category = Current.family.transaction_categories.find(params[:replacement_category_id])
@replacement_category = Current.family.categories.find(params[:replacement_category_id])
end
end
end

View file

@ -1,4 +1,4 @@
class Transactions::Categories::DropdownsController < ApplicationController
class Categories::DropdownsController < ApplicationController
before_action :set_from_params
def show
@ -17,6 +17,6 @@ class Transactions::Categories::DropdownsController < ApplicationController
end
def categories_scope
Current.family.transaction_categories.alphabetically
Current.family.categories.alphabetically
end
end

View file

@ -1,20 +1,20 @@
class Transactions::CategoriesController < ApplicationController
class CategoriesController < ApplicationController
layout "with_sidebar"
before_action :set_category, only: %i[ edit update ]
before_action :set_transaction, only: :create
def index
@categories = Current.family.transaction_categories.alphabetically
@categories = Current.family.categories.alphabetically
end
def new
@category = Current.family.transaction_categories.new color: Transaction::Category::COLORS.sample
@category = Current.family.categories.new color: Category::COLORS.sample
end
def create
Transaction::Category.transaction do
category = Current.family.transaction_categories.create!(category_params)
Category.transaction do
category = Current.family.categories.create!(category_params)
@transaction.update!(category_id: category.id) if @transaction
end
@ -32,7 +32,7 @@ class Transactions::CategoriesController < ApplicationController
private
def set_category
@category = Current.family.transaction_categories.find(params[:id])
@category = Current.family.categories.find(params[:id])
end
def set_transaction
@ -42,6 +42,6 @@ class Transactions::CategoriesController < ApplicationController
end
def category_params
params.require(:transaction_category).permit(:name, :color)
params.require(:category).permit(:name, :color)
end
end

View file

@ -16,7 +16,7 @@ class RegistrationsController < ApplicationController
@user.role = :admin
if @user.save
Transaction::Category.create_default_categories(@user.family)
Category.create_default_categories(@user.family)
login @user
flash[:notice] = t(".success")
redirect_to root_path

View file

@ -0,0 +1,7 @@
module CategoriesHelper
def null_category
Category.new \
name: "Uncategorized",
color: Category::UNCATEGORIZED_COLOR
end
end

View file

@ -1,7 +0,0 @@
module Transactions::CategoriesHelper
def null_category
Transaction::Category.new \
name: "Uncategorized",
color: Transaction::Category::UNCATEGORIZED_COLOR
end
end

View file

@ -1,4 +1,4 @@
class Transaction::Category < ApplicationRecord
class Category < ApplicationRecord
has_many :transactions, dependent: :nullify
belongs_to :family
@ -24,7 +24,7 @@ class Transaction::Category < ApplicationRecord
]
def self.create_default_categories(family)
if family.transaction_categories.size > 0
if family.categories.size > 0
raise ArgumentError, "Family already has some categories"
end

View file

@ -5,7 +5,7 @@ class Family < ApplicationRecord
has_many :institutions, dependent: :destroy
has_many :transactions, through: :accounts
has_many :imports, through: :accounts
has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
has_many :categories, dependent: :destroy
has_many :transaction_merchants, dependent: :destroy, class_name: "Transaction::Merchant"
def snapshot(period = Period.all)

View file

@ -124,7 +124,7 @@ class Import < ApplicationRecord
tags << tag_cache[tag_string] ||= account.family.tags.find_or_initialize_by(name: tag_string)
end
category = category_cache[category_name] ||= account.family.transaction_categories.find_or_initialize_by(name: category_name) if category_name.present?
category = category_cache[category_name] ||= account.family.categories.find_or_initialize_by(name: category_name) if category_name.present?
txn = account.transactions.build \
name: row["name"].presence || FALLBACK_TRANSACTION_NAME,

View file

@ -18,7 +18,7 @@ class Transaction < ApplicationRecord
scope :inflows, -> { where("amount <= 0") }
scope :outflows, -> { where("amount > 0") }
scope :by_name, ->(name) { where("transactions.name ILIKE ?", "%#{name}%") }
scope :with_categories, ->(categories) { joins(:category).where(transaction_categories: { name: categories }) }
scope :with_categories, ->(categories) { joins(:category).where(categories: { name: categories }) }
scope :with_accounts, ->(accounts) { joins(:account).where(accounts: { name: accounts }) }
scope :with_account_ids, ->(account_ids) { joins(:account).where(accounts: { id: account_ids }) }
scope :with_merchants, ->(merchants) { joins(:merchant).where(transaction_merchants: { name: merchants }) }

View file

@ -10,7 +10,7 @@
<p>Transfer</p>
</div>
<% else %>
<%= render "transactions/categories/badge", category: transaction.category %>
<%= render "categories/badge", category: transaction.category %>
<% end %>
</div>

View file

@ -14,7 +14,7 @@
<%= form.hidden_field :color, data: { color_select_target: "input" } %>
<ul role="radiogroup" class="flex justify-between items-center py-2">
<% Transaction::Category::COLORS.each do |color| %>
<% Category::COLORS.each do |color| %>
<li tabindex="0"
role="radio"
data-action="click->color-select#select keydown.enter->color-select#select keydown.space->color-select#select"

View file

@ -1,11 +1,11 @@
<%# locals: (transaction:) %>
<div class="relative" data-controller="menu">
<button data-menu-target="button" class="flex cursor-pointer">
<%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
<%= render partial: "categories/badge", locals: { category: transaction.category } %>
</button>
<div data-menu-target="content" class="absolute z-10 hidden w-screen mt-2 max-w-min cursor-default">
<div class="w-64 text-sm font-semibold leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
<%= turbo_frame_tag "category_dropdown", src: transaction_category_dropdown_path(category_id: transaction.category_id, transaction_id: transaction.id), loading: :lazy do %>
<%= turbo_frame_tag "category_dropdown", src: category_dropdown_path(category_id: transaction.category_id, transaction_id: transaction.id), loading: :lazy do %>
<div class="p-6 flex items-center justify-center">
<p class="text-sm text-gray-500 animate-pulse"><%= t(".loading") %></p>
</div>

View file

@ -1,9 +1,9 @@
<div class="flex justify-between mx-4 py-5 border-b last:border-b-0 border-alpha-black-50">
<%= render partial: "transactions/categories/badge", locals: { category: row } %>
<%= render partial: "categories/badge", locals: { category: row } %>
<%= 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">
<%= link_to edit_transaction_category_path(row),
<%= link_to edit_category_path(row),
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
data: { turbo_frame: :modal } do %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
@ -11,7 +11,7 @@
<span><%= t(".edit") %></span>
<% end %>
<%= link_to new_transaction_category_deletion_path(row),
<%= link_to new_category_deletion_path(row),
class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
data: { turbo_frame: :modal } do %>
<%= lucide_icon "trash-2", class: "w-5 h-5" %>

View file

@ -11,7 +11,7 @@
</p>
</div>
<%= form_with url: transaction_category_deletions_path(@category),
<%= form_with url: category_deletions_path(@category),
data: {
turbo: false,
controller: "deletion",
@ -20,7 +20,7 @@
deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
<%= f.collection_select :replacement_category_id,
Current.family.transaction_categories.alphabetically.without(@category),
Current.family.categories.alphabetically.without(@category),
:id, :name,
{ prompt: t(".replacement_category_prompt"), label: t(".category") },
{ data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>

View file

@ -6,12 +6,12 @@
<span class="w-5 h-5">
<%= lucide_icon("check", class: "w-5 h-5 text-gray-500") if is_selected %>
</span>
<%= render partial: "transactions/categories/badge", locals: { category: category } %>
<%= render partial: "categories/badge", locals: { category: category } %>
<% 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">
<%= link_to edit_transaction_category_path(category),
<%= link_to edit_category_path(category),
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
data: { turbo_frame: :modal } do %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
@ -19,7 +19,7 @@
<span><%= t(".edit") %></span>
<% end %>
<%= link_to new_transaction_category_deletion_path(category),
<%= link_to new_category_deletion_path(category),
class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
data: { turbo_frame: :modal } do %>
<%= lucide_icon "trash-2", class: "w-5 h-5" %>

View file

@ -11,12 +11,12 @@
<%= t(".no_categories") %>
</div>
<% @categories.each do |category| %>
<%= render partial: "transactions/categories/dropdowns/row", locals: { category: } %>
<%= render partial: "categories/dropdowns/row", locals: { category: } %>
<% end %>
</div>
<hr>
<div class="relative p-1.5 w-full">
<%= link_to new_transaction_category_path(transaction_id: @transaction),
<%= link_to new_category_path(transaction_id: @transaction),
class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100",
data: { turbo_frame: "modal" } do %>
<%= lucide_icon "plus", class: "w-5 h-5" %>

View file

@ -5,7 +5,7 @@
<header class="flex items-center justify-between">
<h1 class="text-gray-900 text-xl font-medium"><%= t(".categories") %></h1>
<%= link_to new_transaction_category_path, class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2", data: { turbo_frame: :modal } do %>
<%= link_to new_category_path, class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2", data: { turbo_frame: :modal } do %>
<%= lucide_icon "plus", class: "w-5 h-5" %>
<p><%= t(".new") %></p>
<% end %>
@ -16,7 +16,7 @@
<h2 class="uppercase px-4 py-2 text-gray-500 text-xs"><%= t(".categories") %> · <%= @categories.size %></h2>
<div class="border border-alpha-gray-100 rounded-lg bg-white shadow-xs">
<%= render collection: @categories, partial: "transactions/categories/row" %>
<%= render collection: @categories, partial: "categories/row" %>
</div>
</div>
</div>

View file

@ -5,7 +5,7 @@
</div>
<div class="col-span-2">
<%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
<%= render partial: "categories/badge", locals: { category: transaction.category } %>
</div>
<div class="col-span-2 flex items-center gap-1">

View file

@ -50,7 +50,7 @@
<%= sidebar_link_to t(".tags_label"), tags_path, icon: "tags" %>
</li>
<li>
<%= sidebar_link_to t(".categories_label"), transaction_categories_path, icon: "tags" %>
<%= sidebar_link_to t(".categories_label"), categories_path, icon: "tags" %>
</li>
<li>
<%= sidebar_link_to t(".merchants_label"), transaction_merchants_path, icon: "store" %>

View file

@ -44,6 +44,6 @@
<footer class="flex justify-between gap-4">
<%= previous_setting("Accounts", accounts_path) %>
<%= next_setting("Categories", transaction_categories_path) %>
<%= next_setting("Categories", categories_path) %>
</footer>
</section>

View file

@ -14,7 +14,7 @@
<%= f.text_field :name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
<%= f.collection_select :account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") }, required: true %>
<%= f.money_field :amount_money, label: t(".amount"), required: true %>
<%= f.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") } %>
<%= f.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") } %>
<%= f.date_field :date, label: t(".date"), required: true, max: Date.today %>
</section>

View file

@ -4,7 +4,7 @@
<div class="flex items-center gap-2">
<%= 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">
<%= link_to transaction_categories_path,
<%= link_to categories_path,
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
<%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
<span class="text-black"><%= t(".edit_categories") %></span>

View file

@ -28,7 +28,7 @@
<% unless unconfirmed_transfer?(transaction) %>
<div class="col-span-3">
<%= render "transactions/categories/menu", transaction: transaction %>
<%= render "categories/menu", transaction: transaction %>
</div>
<%= link_to transaction.account.name,

View file

@ -28,7 +28,7 @@
<div class="pb-6 space-y-2">
<%= form.date_field :date, label: t(".date_label"), max: Date.current %>
<%= form.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" } %>
<%= form.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" } %>
<%= form.collection_select :merchant_id, Current.family.transaction_merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" } %>
</div>
</details>

View file

@ -32,7 +32,7 @@
<% end %>
</div>
<div class="flex justify-between gap-4">
<%= previous_setting("Categories", transaction_categories_path) %>
<%= previous_setting("Categories", categories_path) %>
<%= next_setting("Rules", transaction_rules_path) %>
</div>
</div>

View file

@ -5,18 +5,18 @@
<%= lucide_icon("search", class: "w-5 h-5 text-gray-500 absolute inset-y-0 left-2 top-1/2 transform -translate-y-1/2") %>
</div>
<div class="my-2" id="list" data-list-filter-target="list">
<% Current.family.transaction_categories.alphabetically.each do |transaction_category| %>
<div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= transaction_category.name %>">
<% Current.family.categories.alphabetically.each do |category| %>
<div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= category.name %>">
<%= form.check_box :categories,
{
multiple: true,
checked: @q[:categories]&.include?(transaction_category.name),
checked: @q[:categories]&.include?(category.name),
class: "rounded-sm border-gray-300 text-indigo-600 shadow-xs focus:border-indigo-300 focus:ring focus:ring-indigo-200 focus:ring-opacity-50"
},
transaction_category.name,
category.name,
nil %>
<%= form.label :categories, transaction_category.name, value: transaction_category.name, class: "text-sm text-gray-900 cursor-pointer" do %>
<%= render partial: "transactions/categories/badge", locals: { category: transaction_category } %>
<%= form.label :categories, category.name, value: category.name, class: "text-sm text-gray-900 cursor-pointer" do %>
<%= render partial: "categories/badge", locals: { category: category } %>
<% end %>
</div>
<% end %>

View file

@ -29,7 +29,7 @@
<%= f.date_field :date, label: t(".date_label"), max: Date.today, "data-auto-submit-form-target": "auto" %>
<% unless @transaction.marked_as_transfer %>
<%= f.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
<%= f.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
<%= f.collection_select :merchant_id, Current.family.transaction_merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
<% end %>