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Add institution management and account editing controls (#868)
* Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization
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36 changed files with 456 additions and 68 deletions
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@ -2,11 +2,12 @@ class AccountsController < ApplicationController
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layout "with_sidebar"
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include Filterable
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before_action :set_account, only: %i[ show destroy sync update ]
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before_action :set_account, only: %i[ edit show destroy sync update ]
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after_action :sync_account, only: :create
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def index
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@accounts = Current.family.accounts
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@institutions = Current.family.institutions
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@accounts = Current.family.accounts.ungrouped.alphabetically
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end
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def summary
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@ -26,6 +27,10 @@ class AccountsController < ApplicationController
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balance: nil,
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accountable: Accountable.from_type(params[:type])&.new
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)
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if params[:institution_id]
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@account.institution = Current.family.institutions.find_by(id: params[:institution_id])
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end
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end
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def show
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@ -33,6 +38,9 @@ class AccountsController < ApplicationController
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@valuation_series = @account.valuations.to_series
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end
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def edit
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end
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def update
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@account.update! account_params.except(:accountable_type)
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redirect_back_or_to account_path(@account), notice: t(".success")
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@ -46,7 +54,7 @@ class AccountsController < ApplicationController
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start_date: account_params[:start_date],
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start_balance: account_params[:start_balance]
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redirect_to account_path(@account), notice: t(".success")
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redirect_back_or_to account_path(@account), notice: t(".success")
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end
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def destroy
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@ -80,7 +88,7 @@ class AccountsController < ApplicationController
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end
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def account_params
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params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active)
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params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
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end
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def sync_account
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35
app/controllers/institutions_controller.rb
Normal file
35
app/controllers/institutions_controller.rb
Normal file
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@ -0,0 +1,35 @@
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class InstitutionsController < ApplicationController
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before_action :set_institution, except: %i[ new create ]
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def new
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@institution = Institution.new
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end
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def create
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Current.family.institutions.create!(institution_params)
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redirect_to accounts_path, notice: t(".success")
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end
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def edit
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end
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def update
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@institution.update!(institution_params)
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redirect_to accounts_path, notice: t(".success")
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end
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def destroy
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@institution.destroy!
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redirect_to accounts_path, notice: t(".success")
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end
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private
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def institution_params
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params.require(:institution).permit(:name, :logo)
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end
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def set_institution
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@institution = Current.family.institutions.find(params[:id])
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end
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end
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