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Code Issues Releases Activity Actions 2

Add start balance to manual accounts (#735)

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* Add start_balance to accounts

* Add tests

* Cleanup

* Refactor code and add tests

* Update physical cash demo account to be manual

* Do not populate start_balance in migration

* Cleanup

* Review fixes

* Revert calc change

* Update app/models/exchange_rate.rb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>

* Add test

* Fix syncable bug and update csv tests

---------

Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
This commit is contained in:
Jakub Kottnauer 2024-05-16 21:57:21 +02:00 • committed by GitHub
parent daf7ff8ef4
commit 3d9ff3ad2a
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13 changed files with 50 additions and 17 deletions
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5
app/views/accounts/new.html.erb
View file

@ -67,9 +67,10 @@
<%= form_with model: @account, url: accounts_path, scope: :account, html: { class: "m-5 mt-1 flex flex-col justify-between grow", data: { turbo: false } } do |f| %>
<div class="space-y-4 grow">
<%= f.hidden_field :accountable_type %>
<%= f.text_field :name, placeholder: t("accounts.new.name.placeholder"), required: "required", label: t("accounts.new.name.label"), autofocus: true %>
<%= f.text_field :name, placeholder: t(".name.placeholder"), required: "required", label: t(".name.label"), autofocus: true %>
<%= render "accounts/#{permitted_accountable_partial(@account.accountable_type)}", f: f %>
<%= f.money_field :balance_money, label: "Balance", required: "required" %>
<%= f.money_field :balance_money, label: t(".balance.label"), required: "required" %>
<%= f.date_field :date, label: t(".start_date.label"), required: true, max: Date.today, value: Date.today %>
</div>
<%= f.submit "Add #{@account.accountable.model_name.human.downcase}" %>
<% end %>

2
app/views/transactions/_form.html.erb
View file

@ -12,7 +12,7 @@
<%= 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") }, required: true %>
<%= f.date_field :date, label: t(".date"), required: true %>
<%= f.date_field :date, label: t(".date"), required: true, max: Date.today %>
</section>
<section>

2
app/views/transactions/show.html.erb
View file

@ -13,7 +13,7 @@
<%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
</div>
</summary>
<%= f.date_field :date, label: "Date", "data-auto-submit-form-target": "auto" %>
<%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
<div class="h-2"></div>
<%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-400" }, {class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled"} %>
</details>

2
app/views/valuations/_form_row.html.erb
View file

@ -6,7 +6,7 @@
</div>
</div>
<div class="flex items-center justify-between grow">
<%= f.date_field :date, required: "required", class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
<%= f.date_field :date, required: "required", max: Date.today, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
<%= f.number_field :value, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
</div>
<div class="w-[296px] flex gap-2 justify-end items-center">