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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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GPG key ID: B5690EEEBB952194
66 changed files with 1036 additions and 427 deletions

16
db/schema.rb generated
View file

@ -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