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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/views/import/uploads/show.html.erb
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@ -22,7 +22,7 @@
<%= form.select :col_sep, Import::SEPARATORS, label: true %>
<% if @import.type == "TransactionImport" || @import.type == "TradeImport" %>
<%= form.select :account_id, @import.family.accounts.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
<%= form.select :account_id, @import.family.accounts.visible.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
<% end %>
<div class="flex flex-col items-center justify-center w-full h-64 border border-secondary border-dashed rounded-xl cursor-pointer" data-controller="file-upload" data-action="click->file-upload#triggerFileInput" data-file-upload-target="uploadArea">
@ -54,7 +54,7 @@
<%= form.select :col_sep, Import::SEPARATORS, label: true %>
<% if @import.type == "TransactionImport" || @import.type == "TradeImport" %>
<%= form.select :account_id, @import.family.accounts.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
<%= form.select :account_id, @import.family.accounts.visible.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
<% end %>
<%= form.text_area :raw_file_str,