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Scaffold out Account Syncing (#474)
* Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo * Refactor series logic * Scaffold out basic sync process for accounts * Fix tests
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25 changed files with 328 additions and 185 deletions
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@ -10,6 +10,21 @@ class AccountsController < ApplicationController
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def show
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@account = Current.family.accounts.find(params[:id])
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@period = Period.find_by_name(params[:period])
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if @period.nil?
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start_date = params[:start_date].presence&.to_date
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end_date = params[:end_date].presence&.to_date
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if start_date.is_a?(Date) && end_date.is_a?(Date) && start_date <= end_date
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@period = Period.new(name: "custom", date_range: start_date..end_date)
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else
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params[:period] = "last_30_days"
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@period = Period.find_by_name(params[:period])
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end
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end
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@balance_series = @account.balance_series(@period)
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@valuation_series = @account.valuation_series
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end
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def create
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