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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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66 changed files with 1036 additions and 427 deletions

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@ -8,35 +8,24 @@ class ValuationsControllerTest < ActionDispatch::IntegrationTest
@entry = entries(:valuation)
end
test "error when valuation already exists for date" do
assert_no_difference [ "Entry.count", "Valuation.count" ] do
post valuations_url(@entry.account), params: {
entry: {
account_id: @entry.account_id,
amount: 19800,
date: @entry.date,
currency: "USD"
}
}
end
assert_response :unprocessable_entity
end
test "creates entry with basic attributes" do
account = accounts(:investment)
assert_difference [ "Entry.count", "Valuation.count" ], 1 do
post valuations_url, params: {
entry: {
name: "New entry",
amount: 10000,
amount: account.balance + 100,
currency: "USD",
date: Date.current,
account_id: @entry.account_id
date: Date.current.to_s,
account_id: account.id
}
}
end
created_entry = Entry.order(created_at: :desc).first
assert_equal "Manual account value update", created_entry.name
assert_equal Date.current, created_entry.date
assert_equal account.balance + 100, created_entry.amount_money.to_f
assert_enqueued_with job: SyncJob
@ -47,7 +36,6 @@ class ValuationsControllerTest < ActionDispatch::IntegrationTest
assert_no_difference [ "Entry.count", "Valuation.count" ] do
patch valuation_url(@entry), params: {
entry: {
name: "Updated entry",
amount: 20000,
currency: "USD",
date: Date.current