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Code Issues Releases Activity Actions 1

Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
This commit is contained in:
Zach Gollwitzer 2024-11-04 20:27:31 -05:00 • committed by GitHub
parent 12e4f1067d
commit 65db49273c
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216 changed files with 2043 additions and 1620 deletions
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48
app/controllers/accounts_controller.rb
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@ -1,8 +1,7 @@
class AccountsController < ApplicationController
layout :with_sidebar
include Filterable
before_action :set_account, only: %i[edit show destroy sync update]
before_action :set_account, only: %i[sync]
def index
@institutions = Current.family.institutions
@ -10,6 +9,7 @@ class AccountsController < ApplicationController
end
def summary
@period = Period.from_param(params[:period])
snapshot = Current.family.snapshot(@period)
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@ -22,45 +22,6 @@ class AccountsController < ApplicationController
render layout: false
end
def new
@account = Account.new(currency: Current.family.currency)
@account.accountable = Accountable.from_type(params[:type])&.new if params[:type].present?
@account.accountable.address = Address.new if @account.accountable.is_a?(Property)
if params[:institution_id]
@account.institution = Current.family.institutions.find_by(id: params[:institution_id])
end
end
def show
end
def edit
@account.accountable.build_address if @account.accountable.is_a?(Property) && @account.accountable.address.blank?
end
def update
@account.update_with_sync!(account_params)
redirect_back_or_to account_path(@account), notice: t(".success")
end
def create
@account = Current.family
.accounts
.create_with_optional_start_balance! \
attributes: account_params.except(:start_date, :start_balance),
start_date: account_params[:start_date],
start_balance: account_params[:start_balance]
@account.sync_later
redirect_back_or_to account_path(@account), notice: t(".success")
end
def destroy
@account.destroy!
redirect_to accounts_path, notice: t(".success")
end
def sync
unless @account.syncing?
@account.sync_later
@ -73,12 +34,7 @@ class AccountsController < ApplicationController
end
private
def set_account
@account = Current.family.accounts.find(params[:id])
end
def account_params
params.require(:account).permit(:name, :accountable_type, :mode, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
end
end