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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
This commit is contained in:
Zach Gollwitzer 2024-06-13 14:37:27 -04:00 committed by GitHub
parent 8c1a7af37f
commit 9956a9540e
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36 changed files with 456 additions and 68 deletions

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@ -2,10 +2,12 @@ class Account < ApplicationRecord
include Syncable
include Monetizable
broadcasts_refreshes
validates :family, presence: true
broadcasts_refreshes
belongs_to :family
belongs_to :institution, optional: true
has_many :balances, dependent: :destroy
has_many :valuations, dependent: :destroy
has_many :transactions, dependent: :destroy
@ -19,6 +21,7 @@ class Account < ApplicationRecord
scope :assets, -> { where(classification: "asset") }
scope :liabilities, -> { where(classification: "liability") }
scope :alphabetically, -> { order(:name) }
scope :ungrouped, -> { where(institution_id: nil) }
delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy

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@ -2,6 +2,7 @@ class Family < ApplicationRecord
has_many :users, dependent: :destroy
has_many :tags, dependent: :destroy
has_many :accounts, dependent: :destroy
has_many :institutions, dependent: :destroy
has_many :transactions, through: :accounts
has_many :imports, through: :accounts
has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"

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@ -0,0 +1,7 @@
class Institution < ApplicationRecord
belongs_to :family
has_many :accounts, dependent: :nullify
has_one_attached :logo
scope :alphabetically, -> { order(name: :asc) }
end