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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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@ -46,22 +46,40 @@ class Account::Entry < ApplicationRecord
amount > 0 && account_transaction?
end
def first_of_type?
first_entry = account
.entries
.where("entryable_type = ?", entryable_type)
.order(:date)
.first
first_entry&.id == id
end
def entryable_name_short
entryable_type.demodulize.underscore
end
def prior_balance
account.balances.find_by(date: date - 1)&.balance || 0
end
def balance_after_entry
if account_valuation?
Money.new(amount, currency)
else
new_balance = prior_balance
entries_on_entry_date.each do |e|
change = e.amount
change = account.liability? ? change : -change
new_balance += change
break if e == self
end
Money.new(new_balance, currency)
end
end
def trend
@trend ||= create_trend
TimeSeries::Trend.new(
current: balance_after_entry,
previous: Money.new(prior_balance, currency),
favorable_direction: account.favorable_direction
)
end
def entries_on_entry_date
account.entries.where(date: date).order(created_at: :desc)
end
class << self
@ -216,11 +234,4 @@ class Account::Entry < ApplicationRecord
.order(date: :desc)
.first
end
def create_trend
TimeSeries::Trend.new \
current: amount_money,
previous: previous_entry&.amount_money,
favorable_direction: account.favorable_direction
end
end