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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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@ -13,6 +13,7 @@ checking:
balance: 5000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174000"
institution: chase
# Account with both transactions and valuations
savings_with_valuation_overrides:
@ -21,6 +22,7 @@ savings_with_valuation_overrides:
balance: 20000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174001"
institution: chase
# Liability account
credit_card:
@ -29,6 +31,7 @@ credit_card:
balance: 1000
accountable_type: Account::Credit
accountable_id: "123e4567-e89b-12d3-a456-426614174003"
institution: chase
eur_checking:
family: dylan_family
@ -37,6 +40,7 @@ eur_checking:
balance: 12000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174004"
institution: revolut
# Multi-currency account (e.g. Wise, Revolut, etc.)
multi_currency:
@ -46,3 +50,4 @@ multi_currency:
balance: 10000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174005"
institution: revolut

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@ -0,0 +1,4 @@
chase_logo_attachment:
name: logo
record: chase (Institution)
blob: square_placeholder_blob

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@ -0,0 +1 @@
square_placeholder_blob: <%= ActiveStorage::FixtureSet.blob filename: "square-placeholder.png" %>

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test/fixtures/institutions.yml vendored Normal file
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@ -0,0 +1,8 @@
chase:
name: Chase
family: dylan_family
revolut:
name: Revolut
family: dylan_family
logo_url: <%= "file://" + Rails.root.join('test/fixtures/files/square-placeholder.png').to_s %>