mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-19 13:19:39 +02:00
Fix account creation
This commit is contained in:
Rob Zolkos
parent
ace7fb48ee
commit
48ade396ca
17 changed files with 204 additions and 90 deletions
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@ -2,34 +2,35 @@ class AccountsController < ApplicationController
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before_action :authenticate_user!
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def new
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if params[:type].blank? || Account.accountable_types.include?("Account::#{params[:type]}")
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@account = if params[:type].blank?
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Account.new
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else
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Account.new(accountable_type: "Account::#{params[:type]}")
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end
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def new_bank
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@account = Depository.new
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else
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head :not_found
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end
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def new_credit
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@account = Credit.new
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end
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def show
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end
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def create
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@account = account_type_class.new(account_params)
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@account.family = current_family
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@account = Account.new(account_params.merge(family: current_family))
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@account.accountable = account_params[:accountable_type].constantize.new
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if @account.save
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redirect_to root_path
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redirect_to accounts_path, notice: "New account created successfully"
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else
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render :new
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render "new", status: :unprocessable_entity
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end
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end
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private
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def account_params
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params.require(:account).permit(:name, :balance, :type, :subtype)
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params.require(:account).permit(:name, :accountable_type, :balance, :subtype)
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end
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def account_type_class
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@ -1,9 +1,14 @@
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class Account < ApplicationRecord
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# VALID_ACCOUNT_TYPES = %w[Investment Depository Credit Loan Property Vehicle OtherAsset OtherLiability].freeze
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belongs_to :family
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delegated_type :accountable, types: %w[ Credit Depository Investment Loan OtherAsset OtherLiability Property Vehicle], dependent: :destroy
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delegated_type :accountable, types: %w[ Account::Credit Account::Depository Account::Investment Account::Loan Account::OtherAsset Account::OtherLiability Account::Property Account::Vehicle], dependent: :destroy
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scope :depository, -> { where(type: "Depository") }
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delegate :icon, :type_name, :color, to: :accountable
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# Class method to get a representative instance of each accountable type
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def self.accountable_type_instances
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accountable_types.map do |type|
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type.constantize.new
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end
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end
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end
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@ -1,3 +1,18 @@
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class Account::Credit < ApplicationRecord
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include Accountable
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def icon
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"icon-credit-card.svg"
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end
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def type_name
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"Credit Card"
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end
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def color
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{
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background: "bg-[#E6F6FA]",
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text: "text-[#189FC7]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::Depository < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Bank Accounts"
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end
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def color
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{
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background: "bg-[#EAF4FF]",
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text: "text-[#3492FB]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::Investment < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Investments"
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end
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def color
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{
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background: "bg-[#EDF7F4]",
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text: "text-[#1BD5A1]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::Loan < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Loan"
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end
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def color
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{
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background: "bg-[#EDF7F4]",
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text: "text-[#1BD5A1]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::OtherAsset < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Other Asset"
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end
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def color
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{
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background: "bg-[#EDF7F4]",
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text: "text-[#1BD5A1]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::OtherLiability < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Other Liability"
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end
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def color
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{
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background: "bg-[#EDF7F4]",
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text: "text-[#1BD5A1]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::Property < ApplicationRecord
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include Accountable
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def icon
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"icon-real-estate.svg"
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end
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def type_name
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"Real Estate"
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end
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def color
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{
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background: "bg-[#FEF0F7]",
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text: "text-[#F03695]"
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}
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end
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end
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@ -1,3 +1,18 @@
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class Account::Vehicle < ApplicationRecord
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include Accountable
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def icon
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"icon-bank-accounts.svg"
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end
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def type_name
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"Vehicle"
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end
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def color
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{
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background: "bg-[#EDF7F4]",
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text: "text-[#1BD5A1]"
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}
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end
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end
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@ -1,2 +0,0 @@
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class Depository < Account
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end
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9
app/views/accounts/_account_type.html.erb
Normal file
9
app/views/accounts/_account_type.html.erb
Normal file
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@ -0,0 +1,9 @@
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<div class="relative flex-col items-center px-5 py-4 space-x-3 text-center bg-white border border-gray-100 shadow-sm rounded-xl hover:border-gray-200">
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<%= link_to new_account_path(type: account_type.class.name.demodulize), class: "flex flex-col items-center justify-center w-full text-center focus:outline-none" do %>
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<span class="absolute inset-0" aria-hidden="true"></span>
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<span class="flex w-10 h-10 shrink-0 grow-0 items-center justify-center rounded-xl <%= account_type.color[:background] %> mb-2">
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<%= inline_svg_tag(account_type.icon, class: "#{account_type.color[:text]} stroke-current") %>
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</span>
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<%= account_type.type_name %>
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<% end %>
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</div>
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17
app/views/accounts/index.html.erb
Normal file
17
app/views/accounts/index.html.erb
Normal file
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@ -0,0 +1,17 @@
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<h2 class="text-2xl font-semibold font-display">Cash</h2>
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<h3 class="mt-1 mb-4 text-sm text-gray-500"><%#= number_to_currency current_family.cash_balance %></h3>
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<% current_family.accounts.each do |account| %>
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<div class="flex items-center justify-between px-3 py-3 mb-2 bg-white shadow-sm rounded-xl">
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<div class="flex items-center text-sm">
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<%= account.name %>
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</div>
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<div class="flex items-center text-sm">
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<%= account.accountable %>
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</div>
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<p class="text-sm text-right">
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<span class="block mb-1"><%= number_to_currency account.balance %></span>
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</p>
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</div>
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<% end %>
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@ -1,43 +1,37 @@
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<h1 class="text-3xl font-semibold font-display">Add an account</h1>
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<div class="grid grid-cols-2 gap-4 mt-8 text-sm sm:grid-cols-3 md:grid-cols-4">
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<div class="relative flex-col items-center px-5 py-4 space-x-3 text-center bg-white border border-gray-100 shadow-sm rounded-xl hover:border-gray-200">
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<%= link_to new_bank_path, class: "flex flex-col items-center justify-center w-full text-center focus:outline-none" do %>
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<span class="absolute inset-0" aria-hidden="true"></span>
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<span class="flex w-10 h-10 shrink-0 grow-0 items-center justify-center rounded-xl bg-[#EAF4FF] mb-2">
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<%= inline_svg_tag('icon-bank-accounts.svg', class: 'text-[#3492FB] stroke-current') %>
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</span>
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Bank accounts
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<% if params[:type].blank? || Account.accountable_types.include?("Account::#{params[:type]}") == false %>
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<div class="grid grid-cols-2 gap-4 mt-8 text-sm sm:grid-cols-3 md:grid-cols-4">
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<%= render partial: "account_type", collection: Account.accountable_type_instances %>
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</div>
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<% else %>
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<div class="relative flex items-center mb-5 space-x-2">
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<%= link_to new_account_path, class: "" do %>
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<%= inline_svg_tag('icon-arrow-left.svg', class: 'text-gray-500 fill-current') %>
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<% end %>
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<h2 class="text-2xl font-semibold font-display">Enter <%= params[:type] %> account</h2>
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</div>
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<div class="relative flex-col items-center px-5 py-4 space-x-3 text-center bg-white border border-gray-100 shadow-sm rounded-xl hover:border-gray-200">
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<%= link_to new_credit_path, class: "flex flex-col items-center justify-center w-full text-center focus:outline-none" do %>
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<span class="absolute inset-0" aria-hidden="true"></span>
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<span class="flex w-10 h-10 shrink-0 grow-0 items-center justify-center rounded-xl bg-[#E6F6FA] mb-2">
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<%= inline_svg_tag('icon-credit-card.svg', class: 'text-[#189FC7] stroke-current') %>
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</span>
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Credit cards
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<% end %>
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<%= form_with model: @account, url: accounts_path, scope: :account, html: { class: "space-y-4" } do |f| %>
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<%= f.hidden_field :accountable_type %>
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<div class="relative p-4 border border-gray-100 bg-offwhite rounded-xl focus-within:bg-white focus-within:shadow focus-within:opacity-100">
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<%# <span class="absolute px-2 py-1 text-xs font-medium text-gray-400 uppercase bg-gray-200 rounded-full opacity-50 right-3">Optional</span> %>
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<label for="account_name" class="block text-sm font-medium opacity-50 focus-within:opacity-100">Name</label>
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<%= f.text_field :name, placeholder: "Account name", required: 'required', class: "p-0 mt-1 bg-transparent border-none opacity-50 focus:outline-none focus:ring-0 focus-within:opacity-100" %>
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</div>
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<div class="relative flex-col items-center px-5 py-4 space-x-3 text-center bg-white border border-gray-100 shadow-sm rounded-xl hover:border-gray-200">
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<%= link_to "new_investment_path", class: "flex flex-col items-center justify-center w-full text-center focus:outline-none" do %>
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<span class="absolute inset-0" aria-hidden="true"></span>
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<span class="flex w-10 h-10 shrink-0 grow-0 items-center justify-center rounded-xl bg-[#EDF7F4] mb-2">
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<%= inline_svg_tag('icon-investments.svg', class: 'text-[#1BD5A1] stroke-current') %>
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</span>
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Investments
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<% end %>
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<div class="relative p-4 border border-gray-100 bg-offwhite rounded-xl focus-within:bg-white focus-within:shadow focus-within:opacity-100">
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<label for="account_name" class="block text-sm font-medium opacity-50 focus-within:opacity-100">Balance</label>
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<div class="flex">
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<%= f.number_field :balance, placeholder: "$0.00", in: 0.00..100000000.00, required: 'required', class: "p-0 mt-1 bg-transparent border-none opacity-50 focus:outline-none focus:ring-0 focus-within:opacity-100" %>
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</div>
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</div>
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<div class="relative flex-col items-center px-5 py-4 space-x-3 text-center bg-white border border-gray-100 shadow-sm rounded-xl hover:border-gray-200">
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<%= link_to "new_real_estate_path", class: "flex flex-col items-center justify-center w-full text-center focus:outline-none" do %>
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<span class="absolute inset-0" aria-hidden="true"></span>
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<span class="flex w-10 h-10 shrink-0 grow-0 items-center justify-center rounded-xl bg-[#FEF0F7] mb-2">
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<%= inline_svg_tag('icon-real-estate.svg', class: 'text-[#F03695] stroke-current') %>
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</span>
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Real estate
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<% end %>
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<div class="absolute right-5 bottom-5">
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<button type="submit" class="flex items-center justify-center w-12 h-12 mb-2 bg-black rounded-full shrink-0 grow-0 hover:bg-gray-600">
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<i class="text-xl text-white fa-regular fa-check"></i>
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</button>
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</div>
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</div>
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<% end %>
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<% end %>
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@ -1,34 +0,0 @@
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<div class="relative flex items-center mb-5 space-x-2">
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<%= link_to new_account_path, class: "" do %>
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<%= inline_svg_tag('icon-arrow-left.svg', class: 'text-gray-500 fill-current') %>
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<% end %>
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<h2 class="text-2xl font-semibold font-display">Enter bank account</h2>
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</div>
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<%= form_with model: @account, url: accounts_path, scope: :account, html: { class: "space-y-4" } do |f| %>
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<%= f.hidden_field :type, value: "Depository" %>
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<div class="relative p-4 border border-gray-100 bg-offwhite rounded-xl focus-within:bg-white focus-within:shadow focus-within:opacity-100">
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<%# <span class="absolute px-2 py-1 text-xs font-medium text-gray-400 uppercase bg-gray-200 rounded-full opacity-50 right-3">Optional</span> %>
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<label for="account_name" class="block text-sm font-medium opacity-50 focus-within:opacity-100">Name</label>
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<%= f.text_field :name, placeholder: "Account name", required: 'required', class: "p-0 mt-1 bg-transparent border-none opacity-50 focus:outline-none focus:ring-0 focus-within:opacity-100" %>
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</div>
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<div class="relative p-4 border border-gray-100 bg-offwhite rounded-xl focus-within:bg-white focus-within:shadow focus-within:opacity-100">
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<label for="account_name" class="block text-sm font-medium opacity-50 focus-within:opacity-100">Type</label>
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<%= f.select :subtype, options_for_select([["Checking", "checking"], ["Savings", "savings"]], selected: ""), {}, class: "block w-full p-0 mt-1 bg-transparent border-none focus:outline-none focus:ring-0" %>
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</div>
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<div class="relative p-4 border border-gray-100 bg-offwhite rounded-xl focus-within:bg-white focus-within:shadow focus-within:opacity-100">
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<label for="account_name" class="block text-sm font-medium opacity-50 focus-within:opacity-100">Balance</label>
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<div class="flex">
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<%= f.number_field :balance, placeholder: "$0.00", in: 0.00..100000000.00, required: 'required', class: "p-0 mt-1 bg-transparent border-none opacity-50 focus:outline-none focus:ring-0 focus-within:opacity-100" %>
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</div>
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</div>
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<div class="absolute right-5 bottom-5">
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<button type="submit" class="flex items-center justify-center w-12 h-12 mb-2 bg-black rounded-full shrink-0 grow-0 hover:bg-gray-600">
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<i class="text-xl text-white fa-regular fa-check"></i>
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</button>
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</div>
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<% end %>
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@ -79,4 +79,7 @@ Rails.application.configure do
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# Apply autocorrection by RuboCop to files generated by `bin/rails generate`.
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config.generators.apply_rubocop_autocorrect_after_generate!
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# Allow connection from any host in development
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config.hosts = nil
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end
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@ -4,6 +4,7 @@ module.exports = {
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content: [
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'./public/*.html',
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'./app/helpers/**/*.rb',
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'./app/models/**/*.rb',
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'./app/javascript/**/*.js',
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'./app/views/**/*.{erb,haml,html,slim}'
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],
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