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Add Live Data to Account Page (#464)
* Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo
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parent
298b50a909
commit
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28 changed files with 512 additions and 167 deletions
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@ -9,9 +9,7 @@ class AccountsController < ApplicationController
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end
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def show
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# Temporary while dummy data is being used
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# @account = Current.family.accounts.find(params[:id])
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@account = sample_account
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@account = Current.family.accounts.find(params[:id])
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end
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def create
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@ -25,40 +23,9 @@ class AccountsController < ApplicationController
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end
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end
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private
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def account_params
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params.require(:account).permit(:name, :accountable_type, :original_balance, :original_currency, :subtype)
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end
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def sample_account
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OpenStruct.new(
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id: 1,
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name: "Sample Account",
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original_balance: BigDecimal("1115181"),
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original_currency: "USD",
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converted_balance: BigDecimal("1115181"), # Assuming conversion rate is 1 for simplicity
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converted_currency: "USD",
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dollar_change: BigDecimal("1553.43"), # Added dollar change
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percent_change: BigDecimal("0.9"), # Added percent change
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subtype: "Checking",
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accountable_type: "Depository",
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balances: sample_balances
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)
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end
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def sample_balances
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4.times.map do |i|
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OpenStruct.new(
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date: "Feb #{12 + i} 2024",
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description: "Manually entered",
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amount: BigDecimal("1000") + (i * BigDecimal("100")),
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change: i == 3 ? -50 : (i == 2 ? 0 : 100 + (i * 10)),
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percentage_change: i == 3 ? -5 : (i == 2 ? 0 : 10 + i),
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icon: i == 3 ? "arrow-down" : (i == 2 ? "minus" : (i.even? ? "arrow-down" : "arrow-up"))
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)
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end
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end
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end
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62
app/controllers/valuations_controller.rb
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62
app/controllers/valuations_controller.rb
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@ -0,0 +1,62 @@
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class ValuationsController < ApplicationController
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before_action :authenticate_user!
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def create
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@account = Current.family.accounts.find(params[:account_id])
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# TODO: handle STI once we allow for different types of valuations
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@valuation = @account.valuations.new(valuation_params.merge(type: "Appraisal", currency: Current.family.currency))
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if @valuation.save
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respond_to do |format|
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format.html { redirect_to account_path(@account), notice: "Valuation created" }
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format.turbo_stream
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end
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else
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render :new, status: :unprocessable_entity
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end
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rescue ActiveRecord::RecordNotUnique
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flash.now[:error] = "Valuation already exists for this date"
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render :new, status: :unprocessable_entity
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end
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def show
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@valuation = Current.family.accounts.find(params[:account_id]).valuations.find(params[:id])
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end
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def edit
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@valuation = Valuation.find(params[:id])
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end
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def update
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@valuation = Valuation.find(params[:id])
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if @valuation.update(valuation_params)
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redirect_to account_path(@valuation.account), notice: "Valuation updated"
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else
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render :edit, status: :unprocessable_entity
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end
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rescue ActiveRecord::RecordNotUnique
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flash.now[:error] = "Valuation already exists for this date"
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render :edit, status: :unprocessable_entity
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end
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def destroy
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@valuation = Valuation.find(params[:id])
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account = @valuation.account
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@valuation.destroy
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respond_to do |format|
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format.html { redirect_to account_path(account), notice: "Valuation deleted" }
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format.turbo_stream
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end
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end
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def new
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@account = Current.family.accounts.find(params[:account_id])
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@valuation = @account.valuations.new
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end
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private
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def valuation_params
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params.require(:valuation).permit(:date, :value)
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end
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end
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