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Code Issues Releases Activity Actions

Add institution management and account editing controls (#868)

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* 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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77
app/views/accounts/index.html.erb
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@ -1,62 +1,45 @@
<% content_for :sidebar do %>
<%= render "settings/nav" %>
<% end %>
<div class="space-y-4">
<div class="flex items-center justify-between">
<h1 class="text-xl font-medium text-gray-900">Accounts</h1>
<%= link_to new_account_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
<%= lucide_icon("plus", class: "w-5 h-5") %>
<span><%= t(".new_account") %></span>
<% end %>
</div>
<% if @accounts.empty? %>
<div class="flex justify-center items-center h-[800px] text-sm">
<div class="text-center flex flex-col items-center max-w-[300px]">
<p class="text-gray-900 mb-1 font-medium">No accounts yet</p>
<p class="text-gray-500 mb-4">Add an account either via connection, importing or entering manually.</p>
<%= link_to new_account_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
<header class="flex justify-between items-center text-gray-900 font-medium">
<h1 class="text-xl"><%= t(".accounts") %></h1>
<div class="flex items-center gap-5">
<div class="flex items-center gap-2">
<%= contextual_menu do %>
<div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
<%= link_to new_institution_path,
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal",
data: { turbo_frame: "modal" } do %>
<%= lucide_icon "building-2", class: "w-5 h-5 text-gray-500" %>
<span class="text-black"><%= t(".add_institution") %></span>
<% end %>
</div>
<% end %>
<%= link_to new_account_path,
data: { turbo_frame: "modal" },
class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2" do %>
<%= lucide_icon("plus", class: "w-5 h-5") %>
<span><%= t(".new_account") %></span>
<p class="text-sm font-medium"><%= t(".new_account") %></p>
<% end %>
</div>
</div>
</header>
<% if @accounts.empty? && @institutions.empty? %>
<%= render "empty" %>
<% else %>
<div>
<% @accounts.by_provider.each do |item| %>
<details open class="bg-white group p-4 border border-alpha-black-25 shadow-xs rounded-xl">
<summary class="flex items-center gap-2">
<%= lucide_icon("chevron-down", class: "hidden group-open:block w-5 h-5 text-gray-500") %>
<%= lucide_icon("chevron-right", class: "group-open:hidden w-5 h-5 text-gray-500") %>
<% if item[:name] == "Manual accounts" %>
<div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
<%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
</div>
<% end %>
<span class="text-sm font-medium text-gray-900">
<%= item[:name] %>
</span>
</summary>
<div class="space-y-4 mt-4">
<% item[:accounts].each do |group, accounts| %>
<div class="bg-gray-25 p-1 rounded-xl">
<div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
<p><%= to_accountable_title(Accountable.from_type(group)) %></p>
<span class="text-gray-400 mx-2">&middot;</span>
<p><%= accounts.count %></p>
<p class="ml-auto"><%= format_money accounts.sum(&:balance_money) %></p>
</div>
<div class="bg-white">
<% accounts.each do |account| %>
<%= render account %>
<% end %>
</div>
</div>
<% end %>
</div>
</details>
<div class="space-y-2">
<% @institutions.each do |institution| %>
<%= render "institution_accounts", institution: %>
<% end %>
<%= render "institutionless_accounts", accounts: @accounts %>
</div>
<% end %>
<div class="flex justify-between gap-4">
<% if self_hosted? %>
<%= previous_setting("Self-Hosting", settings_hosting_path) %>