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Move categories to top-level namespace (#894)
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parent
a947db92b2
commit
2681dd96b1
48 changed files with 229 additions and 223 deletions
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@ -1,4 +1,4 @@
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class Transactions::Categories::DeletionsController < ApplicationController
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class Categories::DeletionsController < ApplicationController
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layout "with_sidebar"
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before_action :set_category
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@ -15,12 +15,12 @@ class Transactions::Categories::DeletionsController < ApplicationController
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private
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def set_category
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@category = Current.family.transaction_categories.find(params[:category_id])
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@category = Current.family.categories.find(params[:category_id])
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end
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def set_replacement_category
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if params[:replacement_category_id].present?
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@replacement_category = Current.family.transaction_categories.find(params[:replacement_category_id])
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@replacement_category = Current.family.categories.find(params[:replacement_category_id])
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end
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end
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end
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@ -1,4 +1,4 @@
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class Transactions::Categories::DropdownsController < ApplicationController
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class Categories::DropdownsController < ApplicationController
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before_action :set_from_params
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def show
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@ -17,6 +17,6 @@ class Transactions::Categories::DropdownsController < ApplicationController
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end
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def categories_scope
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Current.family.transaction_categories.alphabetically
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Current.family.categories.alphabetically
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end
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end
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@ -1,20 +1,20 @@
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class Transactions::CategoriesController < ApplicationController
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class CategoriesController < ApplicationController
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layout "with_sidebar"
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before_action :set_category, only: %i[ edit update ]
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before_action :set_transaction, only: :create
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def index
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@categories = Current.family.transaction_categories.alphabetically
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@categories = Current.family.categories.alphabetically
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end
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def new
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@category = Current.family.transaction_categories.new color: Transaction::Category::COLORS.sample
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@category = Current.family.categories.new color: Category::COLORS.sample
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end
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def create
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Transaction::Category.transaction do
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category = Current.family.transaction_categories.create!(category_params)
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Category.transaction do
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category = Current.family.categories.create!(category_params)
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@transaction.update!(category_id: category.id) if @transaction
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end
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@ -32,7 +32,7 @@ class Transactions::CategoriesController < ApplicationController
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private
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def set_category
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@category = Current.family.transaction_categories.find(params[:id])
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@category = Current.family.categories.find(params[:id])
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end
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def set_transaction
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@ -42,6 +42,6 @@ class Transactions::CategoriesController < ApplicationController
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end
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def category_params
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params.require(:transaction_category).permit(:name, :color)
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params.require(:category).permit(:name, :color)
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end
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end
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@ -16,7 +16,7 @@ class RegistrationsController < ApplicationController
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@user.role = :admin
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if @user.save
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Transaction::Category.create_default_categories(@user.family)
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Category.create_default_categories(@user.family)
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login @user
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flash[:notice] = t(".success")
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redirect_to root_path
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7
app/helpers/categories_helper.rb
Normal file
7
app/helpers/categories_helper.rb
Normal file
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@ -0,0 +1,7 @@
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module CategoriesHelper
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def null_category
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Category.new \
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name: "Uncategorized",
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color: Category::UNCATEGORIZED_COLOR
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end
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end
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@ -1,7 +0,0 @@
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module Transactions::CategoriesHelper
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def null_category
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Transaction::Category.new \
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name: "Uncategorized",
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color: Transaction::Category::UNCATEGORIZED_COLOR
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end
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end
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@ -1,4 +1,4 @@
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class Transaction::Category < ApplicationRecord
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class Category < ApplicationRecord
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has_many :transactions, dependent: :nullify
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belongs_to :family
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@ -24,7 +24,7 @@ class Transaction::Category < ApplicationRecord
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]
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def self.create_default_categories(family)
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if family.transaction_categories.size > 0
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if family.categories.size > 0
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raise ArgumentError, "Family already has some categories"
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end
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@ -5,7 +5,7 @@ class Family < ApplicationRecord
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has_many :institutions, dependent: :destroy
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has_many :transactions, through: :accounts
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has_many :imports, through: :accounts
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has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
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has_many :categories, dependent: :destroy
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has_many :transaction_merchants, dependent: :destroy, class_name: "Transaction::Merchant"
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def snapshot(period = Period.all)
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@ -124,7 +124,7 @@ class Import < ApplicationRecord
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tags << tag_cache[tag_string] ||= account.family.tags.find_or_initialize_by(name: tag_string)
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end
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category = category_cache[category_name] ||= account.family.transaction_categories.find_or_initialize_by(name: category_name) if category_name.present?
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category = category_cache[category_name] ||= account.family.categories.find_or_initialize_by(name: category_name) if category_name.present?
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txn = account.transactions.build \
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name: row["name"].presence || FALLBACK_TRANSACTION_NAME,
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@ -18,7 +18,7 @@ class Transaction < ApplicationRecord
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scope :inflows, -> { where("amount <= 0") }
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scope :outflows, -> { where("amount > 0") }
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scope :by_name, ->(name) { where("transactions.name ILIKE ?", "%#{name}%") }
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scope :with_categories, ->(categories) { joins(:category).where(transaction_categories: { name: categories }) }
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scope :with_categories, ->(categories) { joins(:category).where(categories: { name: categories }) }
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scope :with_accounts, ->(accounts) { joins(:account).where(accounts: { name: accounts }) }
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scope :with_account_ids, ->(account_ids) { joins(:account).where(accounts: { id: account_ids }) }
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scope :with_merchants, ->(merchants) { joins(:merchant).where(transaction_merchants: { name: merchants }) }
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@ -10,7 +10,7 @@
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<p>Transfer</p>
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</div>
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<% else %>
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<%= render "transactions/categories/badge", category: transaction.category %>
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<%= render "categories/badge", category: transaction.category %>
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<% end %>
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</div>
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@ -14,7 +14,7 @@
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<%= form.hidden_field :color, data: { color_select_target: "input" } %>
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<ul role="radiogroup" class="flex justify-between items-center py-2">
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<% Transaction::Category::COLORS.each do |color| %>
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<% Category::COLORS.each do |color| %>
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<li tabindex="0"
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role="radio"
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data-action="click->color-select#select keydown.enter->color-select#select keydown.space->color-select#select"
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@ -1,11 +1,11 @@
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<%# locals: (transaction:) %>
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<div class="relative" data-controller="menu">
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<button data-menu-target="button" class="flex cursor-pointer">
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<%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
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<%= render partial: "categories/badge", locals: { category: transaction.category } %>
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</button>
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<div data-menu-target="content" class="absolute z-10 hidden w-screen mt-2 max-w-min cursor-default">
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<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">
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<%= turbo_frame_tag "category_dropdown", src: transaction_category_dropdown_path(category_id: transaction.category_id, transaction_id: transaction.id), loading: :lazy do %>
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<%= turbo_frame_tag "category_dropdown", src: category_dropdown_path(category_id: transaction.category_id, transaction_id: transaction.id), loading: :lazy do %>
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<div class="p-6 flex items-center justify-center">
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<p class="text-sm text-gray-500 animate-pulse"><%= t(".loading") %></p>
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</div>
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@ -1,9 +1,9 @@
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<div class="flex justify-between mx-4 py-5 border-b last:border-b-0 border-alpha-black-50">
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<%= render partial: "transactions/categories/badge", locals: { category: row } %>
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<%= render partial: "categories/badge", locals: { category: row } %>
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<%= contextual_menu do %>
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<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">
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<%= link_to edit_transaction_category_path(row),
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<%= link_to edit_category_path(row),
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
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<span><%= t(".edit") %></span>
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<% end %>
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<%= link_to new_transaction_category_deletion_path(row),
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<%= link_to new_category_deletion_path(row),
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class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "trash-2", class: "w-5 h-5" %>
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@ -11,7 +11,7 @@
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</p>
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</div>
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<%= form_with url: transaction_category_deletions_path(@category),
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<%= form_with url: category_deletions_path(@category),
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data: {
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turbo: false,
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controller: "deletion",
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deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
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deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
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<%= f.collection_select :replacement_category_id,
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Current.family.transaction_categories.alphabetically.without(@category),
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Current.family.categories.alphabetically.without(@category),
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:id, :name,
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{ prompt: t(".replacement_category_prompt"), label: t(".category") },
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{ data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
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@ -6,12 +6,12 @@
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<span class="w-5 h-5">
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<%= lucide_icon("check", class: "w-5 h-5 text-gray-500") if is_selected %>
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</span>
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<%= render partial: "transactions/categories/badge", locals: { category: category } %>
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<%= render partial: "categories/badge", locals: { category: category } %>
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<% end %>
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<%= contextual_menu do %>
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<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">
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<%= link_to edit_transaction_category_path(category),
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<%= link_to edit_category_path(category),
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
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<span><%= t(".edit") %></span>
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<% end %>
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<%= link_to new_transaction_category_deletion_path(category),
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<%= link_to new_category_deletion_path(category),
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class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "trash-2", class: "w-5 h-5" %>
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@ -11,12 +11,12 @@
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<%= t(".no_categories") %>
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</div>
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<% @categories.each do |category| %>
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<%= render partial: "transactions/categories/dropdowns/row", locals: { category: } %>
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<%= render partial: "categories/dropdowns/row", locals: { category: } %>
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<% end %>
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</div>
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<hr>
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<div class="relative p-1.5 w-full">
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<%= link_to new_transaction_category_path(transaction_id: @transaction),
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<%= link_to new_category_path(transaction_id: @transaction),
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class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100",
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data: { turbo_frame: "modal" } do %>
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<%= lucide_icon "plus", class: "w-5 h-5" %>
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@ -5,7 +5,7 @@
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<header class="flex items-center justify-between">
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<h1 class="text-gray-900 text-xl font-medium"><%= t(".categories") %></h1>
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<%= 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 %>
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<%= 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 %>
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<%= lucide_icon "plus", class: "w-5 h-5" %>
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<p><%= t(".new") %></p>
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<% end %>
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@ -16,7 +16,7 @@
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<h2 class="uppercase px-4 py-2 text-gray-500 text-xs"><%= t(".categories") %> · <%= @categories.size %></h2>
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<div class="border border-alpha-gray-100 rounded-lg bg-white shadow-xs">
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<%= render collection: @categories, partial: "transactions/categories/row" %>
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<%= render collection: @categories, partial: "categories/row" %>
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</div>
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</div>
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</div>
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@ -5,7 +5,7 @@
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</div>
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<div class="col-span-2">
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<%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
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<%= render partial: "categories/badge", locals: { category: transaction.category } %>
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</div>
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<div class="col-span-2 flex items-center gap-1">
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@ -50,7 +50,7 @@
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<%= sidebar_link_to t(".tags_label"), tags_path, icon: "tags" %>
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</li>
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<li>
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<%= sidebar_link_to t(".categories_label"), transaction_categories_path, icon: "tags" %>
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<%= sidebar_link_to t(".categories_label"), categories_path, icon: "tags" %>
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</li>
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<li>
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<%= sidebar_link_to t(".merchants_label"), transaction_merchants_path, icon: "store" %>
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@ -44,6 +44,6 @@
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<footer class="flex justify-between gap-4">
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<%= previous_setting("Accounts", accounts_path) %>
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<%= next_setting("Categories", transaction_categories_path) %>
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<%= next_setting("Categories", categories_path) %>
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</footer>
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</section>
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@ -14,7 +14,7 @@
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<%= f.text_field :name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
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<%= f.collection_select :account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") }, required: true %>
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<%= f.money_field :amount_money, label: t(".amount"), required: true %>
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<%= f.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") } %>
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<%= f.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") } %>
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<%= f.date_field :date, label: t(".date"), required: true, max: Date.today %>
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</section>
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@ -4,7 +4,7 @@
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<div class="flex items-center gap-2">
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<%= contextual_menu do %>
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<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">
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<%= link_to transaction_categories_path,
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<%= link_to categories_path,
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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 %>
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<%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
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<span class="text-black"><%= t(".edit_categories") %></span>
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@ -28,7 +28,7 @@
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<% unless unconfirmed_transfer?(transaction) %>
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<div class="col-span-3">
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<%= render "transactions/categories/menu", transaction: transaction %>
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<%= render "categories/menu", transaction: transaction %>
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</div>
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<%= link_to transaction.account.name,
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@ -28,7 +28,7 @@
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<div class="pb-6 space-y-2">
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<%= form.date_field :date, label: t(".date_label"), max: Date.current %>
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<%= form.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" } %>
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<%= form.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" } %>
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<%= form.collection_select :merchant_id, Current.family.transaction_merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" } %>
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</div>
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</details>
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@ -32,7 +32,7 @@
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<% end %>
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</div>
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<div class="flex justify-between gap-4">
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<%= previous_setting("Categories", transaction_categories_path) %>
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<%= previous_setting("Categories", categories_path) %>
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<%= next_setting("Rules", transaction_rules_path) %>
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</div>
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</div>
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@ -5,18 +5,18 @@
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<%= 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") %>
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</div>
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<div class="my-2" id="list" data-list-filter-target="list">
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<% Current.family.transaction_categories.alphabetically.each do |transaction_category| %>
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<div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= transaction_category.name %>">
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<% Current.family.categories.alphabetically.each do |category| %>
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<div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= category.name %>">
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<%= form.check_box :categories,
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{
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multiple: true,
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checked: @q[:categories]&.include?(transaction_category.name),
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checked: @q[:categories]&.include?(category.name),
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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"
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},
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transaction_category.name,
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category.name,
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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 %>
|
||||
|
|
|
@ -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 %>
|
||||
|
||||
|
|
Loading…
Add table
Add a link
Reference in a new issue