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

db/migrate/20250701161640_add_account_status.rb

@@ -0,0 +1,41 @@
+class AddAccountStatus < ActiveRecord::Migration[7.2]
+  def up
+    add_column :accounts, :status, :string, default: "active"
+    change_column_null :entries, :amount, false
+
+    # Migrate existing data
+    execute <<-SQL
+      UPDATE accounts
+      SET status = CASE
+        WHEN scheduled_for_deletion = true THEN 'pending_deletion'
+        WHEN is_active = true THEN 'active'
+        WHEN is_active = false THEN 'disabled'
+        ELSE 'draft'
+      END
+    SQL
+
+    remove_column :accounts, :is_active
+    remove_column :accounts, :scheduled_for_deletion
+  end
+
+  def down
+    add_column :accounts, :is_active, :boolean, default: true, null: false
+    add_column :accounts, :scheduled_for_deletion, :boolean, default: false
+
+    # Restore the original boolean fields based on status
+    execute <<-SQL
+      UPDATE accounts
+      SET is_active = CASE
+        WHEN status = 'active' THEN true
+        WHEN status IN ('disabled', 'pending_deletion') THEN false
+        ELSE false
+      END,
+      scheduled_for_deletion = CASE
+        WHEN status = 'pending_deletion' THEN true
+        ELSE false
+      END
+    SQL
+
+    remove_column :accounts, :status
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
+ActiveRecord::Schema[7.2].define(version: 2025_07_01_161640) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -29,13 +29,12 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
     t.uuid "accountable_id"
     t.decimal "balance", precision: 19, scale: 4
     t.string "currency"
-    t.boolean "is_active", default: true, null: false
-    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
+    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
     t.uuid "import_id"
     t.uuid "plaid_account_id"
-    t.boolean "scheduled_for_deletion", default: false
     t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
     t.jsonb "locked_attributes", default: {}
+    t.string "status", default: "active"
     t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type"
     t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
     t.index ["family_id", "accountable_type"], name: "index_accounts_on_family_id_and_accountable_type"
@@ -205,7 +204,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
     t.uuid "account_id", null: false
     t.string "entryable_type"
     t.uuid "entryable_id"
-    t.decimal "amount", precision: 19, scale: 4
+    t.decimal "amount", precision: 19, scale: 4, null: false
     t.string "currency"
     t.date "date"
     t.string "name", null: false
@@ -216,12 +215,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
     t.boolean "excluded", default: false
     t.string "plaid_id"
     t.jsonb "locked_attributes", default: {}
-    t.index ["account_id", "date"], name: "index_entries_on_account_id_and_date"
     t.index ["account_id"], name: "index_entries_on_account_id"
-    t.index ["amount"], name: "index_entries_on_amount"
-    t.index ["date"], name: "index_entries_on_date"
-    t.index ["entryable_id", "entryable_type"], name: "index_entries_on_entryable"
-    t.index ["excluded"], name: "index_entries_on_excluded"
     t.index ["import_id"], name: "index_entries_on_import_id"
   end
 
@@ -232,7 +226,6 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
     t.date "date", null: false
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
-    t.index ["date", "from_currency", "to_currency"], name: "index_exchange_rates_on_date_and_currencies"
     t.index ["from_currency", "to_currency", "date"], name: "index_exchange_rates_on_base_converted_date_unique", unique: true
     t.index ["from_currency"], name: "index_exchange_rates_on_from_currency"
     t.index ["to_currency"], name: "index_exchange_rates_on_to_currency"
@@ -691,7 +684,6 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_23_162207) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.index ["tag_id"], name: "index_taggings_on_tag_id"
-    t.index ["taggable_id", "taggable_type"], name: "index_taggings_on_taggable_id_and_type"
     t.index ["taggable_type", "taggable_id"], name: "index_taggings_on_taggable"
   end