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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:, url:) %>
<%= render "accounts/form", account: account, url: url do |form| %>
<hr class="my-4">
<div class="space-y-2">
<%= form.fields_for :accountable do |loan_form| %>
<div class="flex items-center gap-2">
<%= loan_form.number_field :interest_rate,
label: t("loans.form.interest_rate"),
placeholder: t("loans.form.interest_rate_placeholder"),
min: 0,
step: 0.01 %>
<%= loan_form.select :rate_type,
[["Fixed", "fixed"], ["Variable", "variable"], ["Adjustable", "adjustable"]],
{ label: t("loans.form.rate_type") } %>
</div>
<div class="flex items-center gap-2">
<%= loan_form.number_field :term_months,
label: t("loans.form.term_months"),
placeholder: t("loans.form.term_months_placeholder") %>
</div>
<% end %>
</div>
<% end %>

View file

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<%# locals: (account:) %>
<div class="grid grid-cols-3 gap-2">
<%= summary_card title: t(".original_principal") do %>
<%= format_money account.original_balance %>
<% end %>
<%= summary_card title: t(".remaining_principal") do %>
<%= format_money account.balance_money %>
<% end %>
<%= summary_card title: t(".interest_rate") do %>
<% if account.loan.interest_rate.present? %>
<%= number_to_percentage(account.loan.interest_rate, precision: 2) %>
<% else %>
<%= t(".unknown") %>
<% end %>
<% end %>
<%= summary_card title: t(".monthly_payment") do %>
<% if account.loan.rate_type.present? && account.loan.rate_type != 'fixed' %>
<%= t(".not_applicable") %>
<% elsif account.loan.rate_type == 'fixed' && account.loan.monthly_payment.present? %>
<%= format_money(account.loan.monthly_payment) %>
<% else %>
<%= t(".unknown") %>
<% end %>
<% end %>
<%= summary_card title: t(".term") do %>
<% if account.loan.term_months.present? %>
<% if account.loan.term_months < 12 %>
<%= pluralize(account.loan.term_months, "month") %>
<% else %>
<%= pluralize(account.loan.term_months / 12, "year") %>
<% end %>
<% else %>
<%= t(".unknown") %>
<% end %>
<% end %>
<%= summary_card title: t(".type") do %>
<%= account.loan.rate_type&.titleize || t(".unknown") %>
<% end %>
</div>
<div class="flex justify-center py-8">
<%= link_to "Edit loan details", edit_loan_path(account), class: "btn btn--ghost", data: { turbo_frame: :modal } %>
</div>

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<%= modal_form_wrapper title: t(".edit", account: @account.name) do %>
<%= render "form", account: @account, url: loan_path(@account) %>
<% end %>

View file

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<% if params[:step] == "method_select" %>
<%= render "accounts/new/method_selector", path: new_loan_path(institution_id: params[:institution_id], return_to: params[:return_to]) %>
<% else %>
<%= modal_form_wrapper title: t(".title") do %>
<%= render "loans/form", account: @account, url: loans_path %>
<% end %>
<% end %>

View file

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<%= render "accounts/show/template",
account: @account,
tabs: render("accounts/show/tabs", account: @account, tabs: [
{ key: "overview", contents: render("loans/overview", account: @account) },
{ key: "activity", contents: render("accounts/show/activity", account: @account) }
]) %>