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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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10
test/fixtures/accounts.yml vendored
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@ -5,6 +5,7 @@ other_asset:
currency: USD
accountable_type: OtherAsset
accountable: one
status: active
other_liability:
family: dylan_family
@ -13,6 +14,7 @@ other_liability:
currency: USD
accountable_type: OtherLiability
accountable: one
status: active
depository:
family: dylan_family
@ -21,6 +23,7 @@ depository:
currency: USD
accountable_type: Depository
accountable: one
status: active
connected:
family: dylan_family
@ -31,6 +34,7 @@ connected:
accountable_type: Depository
accountable: two
plaid_account: one
status: active
credit_card:
family: dylan_family
@ -39,6 +43,7 @@ credit_card:
currency: USD
accountable_type: CreditCard
accountable: one
status: active
investment:
family: dylan_family
@ -48,6 +53,7 @@ investment:
currency: USD
accountable_type: Investment
accountable: one
status: active
loan:
family: dylan_family
@ -56,6 +62,7 @@ loan:
currency: USD
accountable_type: Loan
accountable: one
status: active
property:
family: dylan_family
@ -64,6 +71,7 @@ property:
currency: USD
accountable_type: Property
accountable: one
status: active
vehicle:
family: dylan_family
@ -72,6 +80,7 @@ vehicle:
currency: USD
accountable_type: Vehicle
accountable: one
status: active
crypto:
family: dylan_family
@ -80,3 +89,4 @@ crypto:
currency: USD
accountable_type: Crypto
accountable: one
status: active