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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

View file

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<%# locals: (account:) %>
<%= turbo_frame_tag dom_id(account, :entries), src: account_entries_path(account) do %>
<%= render "account/entries/loading" %>
<% end %>

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<%# locals: (account:, title: nil, tooltip: nil) %>
<% period = Period.from_param(params[:period]) %>
<% series = account.series(period: period) %>
<% trend = series.trend %>
<% default_value_title = account.asset? ? t(".balance") : t(".owed") %>
<div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
<div class="p-4 flex justify-between">
<div class="space-y-2">
<div class="flex items-center gap-1">
<%= tag.p title || default_value_title, class: "text-sm font-medium text-gray-500" %>
<%= tooltip %>
</div>
<%= tag.p format_money(account.value), class: "text-gray-900 text-3xl font-medium" %>
<div>
<% if trend.direction.flat? %>
<%= tag.span t(".no_change"), class: "text-gray-500" %>
<% else %>
<%= tag.span "#{trend.value.positive? ? "+" : ""}#{format_money(trend.value)}", style: "color: #{trend.color}" %>
<% unless trend.percent.infinite? %>
<%= tag.span "(#{trend.percent}%)", style: "color: #{trend.color}" %>
<% end %>
<% end %>
<%= tag.span period_label(period), class: "text-gray-500" %>
</div>
</div>
<%= form_with url: request.path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
<%= period_select form: form, selected: period.name %>
<% end %>
</div>
<div class="h-64 flex items-center justify-center text-2xl font-bold">
<%= render "shared/line_chart", series: series %>
</div>
</div>

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<%# locals: (account:, title: nil, subtitle: nil) %>
<header class="space-y-4">
<div class="flex items-center gap-4">
<% content = yield %>
<% if content.present? %>
<%= content %>
<% else %>
<div class="flex items-center gap-3">
<%= render "accounts/logo", account: account %>
<div>
<h2 class="font-medium text-xl"><%= title || account.name %></h2>
<% if subtitle.present? %>
<p class="text-sm text-gray-500"><%= subtitle %></p>
<% end %>
</div>
</div>
<% end %>
<div class="flex items-center gap-3 ml-auto">
<%= button_to sync_account_path(account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
<% end %>
<%= render "accounts/show/menu", account: account %>
</div>
</div>
<% if account.highest_priority_issue %>
<%= render partial: "issues/issue", locals: { issue: account.highest_priority_issue } %>
<% end %>
</header>

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<div class="p-5">
<p class="text-gray-500 animate-pulse">Loading account...</p>
</div>

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<%# locals: (account:) %>
<%= contextual_menu do %>
<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">
<%= link_to edit_account_path(account),
data: { turbo_frame: :modal },
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
<span><%= t(".edit") %></span>
<% end %>
<%= link_to new_import_path,
data: { turbo_frame: :modal },
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
<%= lucide_icon "download", class: "w-5 h-5 text-gray-500" %>
<span><%= t(".import") %></span>
<% end %>
<%= button_to account_path(account),
method: :delete,
class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
data: {
turbo_frame: :_top,
turbo_confirm: {
title: t(".confirm_title"),
body: t(".confirm_body_html"),
accept: t(".confirm_accept", name: account.name)
}
} do %>
<%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
<% end %>
</div>
<% end %>

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<%# locals: (account:, key:, is_selected:) %>
<%= link_to key.titleize,
account_path(account, tab: key),
class: [
"px-2 py-1.5 rounded-md border border-transparent",
"bg-white shadow-xs border-alpha-black-50": is_selected
] %>

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<%# locals: (account:, tabs:) %>
<% selected_tab = tabs.find { |tab| tab[:key] == params[:tab] } || tabs.first %>
<div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
<% tabs.each do |tab| %>
<%= render "accounts/show/tab", account: account, key: tab[:key], is_selected: selected_tab[:key] == tab[:key] %>
<% end %>
</div>
<%= selected_tab[:contents] %>

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<%# locals: (account:, header: nil, chart: nil, tabs: nil) %>
<%= turbo_stream_from account %>
<%= turbo_frame_tag dom_id(account) do %>
<%= tag.div class: "space-y-4" do %>
<% if header.present? %>
<%= header %>
<% else %>
<%= render "accounts/show/header", account: account %>
<% end %>
<% if chart.present? %>
<%= chart %>
<% else %>
<%= render "accounts/show/chart", account: account %>
<% end %>
<div class="min-h-[800px]">
<% if tabs.present? %>
<%= tabs %>
<% else %>
<%= render "accounts/show/activity", account: account %>
<% end %>
</div>
<% end %>
<% end %>