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Multi-step account forms + clearer balance editing (#2427)
* Initial multi-step property form * Improve form structure, add optional tooltip help icons to form fields * Add basic inline alert component * Clean up and improve property form lifecycle * Implement Account status concept * Lint fixes * Remove whitespace * Balance editing, scope updates for account * Passing tests * Fix brakeman warning * Remove stale columns * data constraint tweaks * Redundant property
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66 changed files with 1036 additions and 427 deletions
47
app/models/account/balance_updater.rb
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47
app/models/account/balance_updater.rb
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class Account::BalanceUpdater
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def initialize(account, balance:, currency: nil, date: Date.current, notes: nil)
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@account = account
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@balance = balance.to_d
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@currency = currency
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@date = date.to_date
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@notes = notes
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end
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def update
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return Result.new(success?: true, updated?: false) unless requires_update?
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Account.transaction do
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if date == Date.current
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account.balance = balance
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account.currency = currency if currency.present?
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account.save!
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end
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valuation_entry = account.entries.valuations.find_or_initialize_by(date: date) do |entry|
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entry.entryable = Valuation.new
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end
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valuation_entry.amount = balance
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valuation_entry.currency = currency if currency.present?
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valuation_entry.name = "Manual #{account.accountable.balance_display_name} update"
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valuation_entry.notes = notes if notes.present?
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valuation_entry.save!
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end
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account.sync_later
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Result.new(success?: true, updated?: true)
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rescue => e
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message = Rails.env.development? ? e.message : "Unable to update account values. Please try again."
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Result.new(success?: false, updated?: false, error_message: message)
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end
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private
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attr_reader :account, :balance, :currency, :date, :notes
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Result = Struct.new(:success?, :updated?, :error_message)
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def requires_update?
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date != Date.current || account.balance != balance || account.currency != currency
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end
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end
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