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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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4
app/models/family/auto_transfer_matchable.rb
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@ -30,8 +30,8 @@ module Family::AutoTransferMatchable
.joins("JOIN accounts inflow_accounts ON inflow_accounts.id = inflow_candidates.account_id")
.joins("JOIN accounts outflow_accounts ON outflow_accounts.id = outflow_candidates.account_id")
.where("inflow_accounts.family_id = ? AND outflow_accounts.family_id = ?", self.id, self.id)
.where("inflow_accounts.is_active = true")
.where("outflow_accounts.is_active = true")
.where("inflow_accounts.status IN ('draft', 'active')")
.where("outflow_accounts.status IN ('draft', 'active')")
.where("inflow_candidates.entryable_type = 'Transaction' AND outflow_candidates.entryable_type = 'Transaction'")
.where("
(