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Code Issues Releases Activity Actions

Multi-step account forms + clearer balance editing (#2427)
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* 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
This commit is contained in:
Zach Gollwitzer 2025-07-03 09:33:07 -04:00 • committed by GitHub
parent ba7e8d3893
commit 662f2c04ce
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66 changed files with 1036 additions and 427 deletions
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6
app/models/balance_sheet/account_totals.rb
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@ -23,8 +23,8 @@ class BalanceSheet::AccountTotals
delegate_missing_to :account
end
def active_accounts
@active_accounts ||= family.accounts.active.with_attached_logo
def visible_accounts
@visible_accounts ||= family.accounts.visible.with_attached_logo
end
def account_rows
@ -46,7 +46,7 @@ class BalanceSheet::AccountTotals
def query
@query ||= Rails.cache.fetch(cache_key) do
active_accounts
visible_accounts
.joins(ActiveRecord::Base.sanitize_sql_array([
"LEFT JOIN exchange_rates ON exchange_rates.date = ? AND accounts.currency = exchange_rates.from_currency AND exchange_rates.to_currency = ?",
Date.current,