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Code Issues Releases Activity Actions 1

Add confirmation dialog for balance reconciliation creates and updates (#2457)
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Zach Gollwitzer 2025-07-15 18:58:40 -04:00 • committed by GitHub
parent c1d98fe73b
commit 89cc64418e
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13 changed files with 180 additions and 49 deletions
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40
app/controllers/valuations_controller.rb
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@ -1,15 +1,24 @@
class ValuationsController < ApplicationController
include EntryableResource, StreamExtensions
def confirm_create
@account = Current.family.accounts.find(params.dig(:entry, :account_id))
@entry = @account.entries.build(entry_params.merge(currency: @account.currency))
render :confirm_create
end
def confirm_update
@entry = Current.family.entries.find(params[:id])
@account = @entry.account
@entry.assign_attributes(entry_params.merge(currency: @account.currency))
render :confirm_update
end
def create
account = Current.family.accounts.find(params.dig(:entry, :account_id))
result = account.update_balance(
balance: entry_params[:amount],
date: entry_params[:date],
currency: entry_params[:currency],
notes: entry_params[:notes]
)
result = perform_balance_update(account, entry_params.merge(currency: account.currency))
if result.success?
@success_message = result.updated? ? "Balance updated" : "No changes made. Account is already up to date."
@ -25,12 +34,7 @@ class ValuationsController < ApplicationController
end
def update
result = @entry.account.update_balance(
date: @entry.date,
balance: entry_params[:amount],
currency: entry_params[:currency],
notes: entry_params[:notes]
)
result = perform_balance_update(@entry.account, entry_params.merge(currency: @entry.currency, existing_valuation_id: @entry.id))
if result.success?
@entry.reload
@ -59,4 +63,14 @@ class ValuationsController < ApplicationController
params.require(:entry)
.permit(:date, :amount, :currency, :notes)
end
def perform_balance_update(account, params)
account.update_balance(
balance: params[:amount],
date: params[:date],
currency: params[:currency],
notes: params[:notes],
existing_valuation_id: params[:existing_valuation_id]
)
end
end