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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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@ -12,17 +12,40 @@ en:
success: New account created successfully
destroy:
success: Account deleted successfully
edit:
edit: Edit %{account}
institution: Financial institution
ungrouped: "(none)"
empty:
empty_message: Add an account either via connection, importing or entering manually.
new_account: New account
no_accounts: No accounts yet
header:
accounts: Accounts
manage: Manage accounts
new: New account
index:
accounts: Accounts
add_institution: Add institution
new_account: New account
institution_accounts:
add_account_to_institution: Add new account
confirm_accept: Delete institution
confirm_body: Don't worry, none of the accounts within this institution will
be affected by this deletion. Accounts will be ungrouped and all historical
data will remain intact.
confirm_title: Delete financial institution?
delete: Delete institution
edit: Edit institution
new_account: Add account
institutionless_accounts:
other_accounts: Other accounts
new:
balance: Current balance
currency:
all_others: All Others
popular: Popular
institution: Financial institution
name:
label: Account name
placeholder: Example account name
@ -31,6 +54,7 @@ en:
start_balance: Start balance (optional)
start_date: Start date (optional)
title: Add an account
ungrouped: "(none)"
show:
confirm_accept: Delete "%{name}"
confirm_body_html: "<p>By deleting this account, you will erase its value history,
@ -39,6 +63,7 @@ en:
/> <p>After deletion, there is no way you'll be able to restore the account
information because you'll need to add it as a new account.</p>"
confirm_title: Delete account?
edit: Edit
import: Import transactions
sync_message_missing_rates: Since exchange rates haven't been synced, balance
graphs may not reflect accurate values.

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@ -0,0 +1,15 @@
---
en:
institutions:
create:
success: Institution created
destroy:
success: Institution deleted
edit:
edit: Edit %{institution}
form:
name: Financial institution name
new:
new_institution: New financial institution
update:
success: Institution updated

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@ -71,6 +71,8 @@ Rails.application.routes.draw do
resources :valuations
end
resources :institutions, except: %i[ index show ]
# For managing self-hosted upgrades and release notifications
resources :upgrades, only: [] do
member do