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Improve account transaction, trade, and valuation editing and sync experience (#1506)
* Consolidate entry controller logic * Transaction builder * Update trades controller to use new params * Load account charts in turbo frames, fix PG overflow * Consolidate tests * Tests passing * Remove unused code * Add client side trade form validations
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97 changed files with 1103 additions and 1159 deletions
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@ -1,9 +1,12 @@
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<%# locals: (entry:) %>
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<%= styled_form_with model: [entry.account, entry],
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url: entry.new_record? ? account_valuations_path(entry.account) : account_entry_path(entry.account, entry),
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class: "space-y-4",
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data: { turbo: false } do |form| %>
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<%= styled_form_with model: entry, url: account_valuations_path, class: "space-y-4" do |form| %>
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<%= form.hidden_field :account_id %>
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<% if entry.errors.any? %>
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<%= render "shared/form_errors", model: entry %>
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<% end %>
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<div class="space-y-3">
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<%= form.date_field :date, label: true, required: true, value: Date.today, min: Account::Entry.min_supported_date, max: Date.today %>
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<%= form.money_field :amount, label: t(".amount"), required: true %>
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19
app/views/account/valuations/_header.html.erb
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19
app/views/account/valuations/_header.html.erb
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@ -0,0 +1,19 @@
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<%# locals: (entry:) %>
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<%= tag.header class: "mb-4 space-y-1", id: dom_id(entry, :header) do %>
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<span class="text-gray-500 text-sm">
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<%= t(".balance") %>
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</span>
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<div class="flex items-center gap-4">
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<h3 class="font-medium">
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<span class="text-2xl">
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<%= format_money entry.amount_money %>
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</span>
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</h3>
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</div>
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<span class="text-sm text-gray-500">
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<%= I18n.l(entry.date, format: :long) %>
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</span>
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<% end %>
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@ -1,4 +1,4 @@
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<%# locals: (entry:, selectable: true, show_balance: false, origin: nil) %>
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<%# locals: (entry:, selectable: true, show_balance: false) %>
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<% account = entry.account %>
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<% valuation = entry.account_valuation %>
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@ -21,7 +21,7 @@
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<%= content_tag :p, entry.name %>
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<% else %>
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<%= link_to valuation.name,
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account_entry_path(account, entry),
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account_entry_path(entry),
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data: { turbo_frame: "drawer", turbo_prefetch: false },
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class: "hover:underline hover:text-gray-800" %>
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<% end %>
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@ -1,30 +1,14 @@
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<% entry, account = @entry, @entry.account %>
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<%= drawer do %>
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<header class="mb-4 space-y-1">
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<span class="text-gray-500 text-sm">
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<%= t(".balance") %>
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</span>
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<div class="flex items-center gap-4">
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<h3 class="font-medium">
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<span class="text-2xl">
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<%= format_money entry.amount_money %>
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</span>
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</h3>
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</div>
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<span class="text-sm text-gray-500">
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<%= I18n.l(entry.date, format: :long) %>
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</span>
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</header>
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<%= drawer(reload_on_close: true) do %>
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<%= render "account/valuations/header", entry: %>
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<div class="space-y-2">
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<!-- Overview Section -->
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<%= disclosure t(".overview") do %>
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<div class="pb-4">
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<%= styled_form_with model: [account, entry],
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url: account_entry_path(account, entry),
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<%= styled_form_with model: entry,
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url: account_entry_path(entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.text_field :name,
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@ -48,8 +32,8 @@
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<!-- Details Section -->
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<%= disclosure t(".details") do %>
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<div class="pb-4">
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<%= styled_form_with model: [account, entry],
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url: account_entry_path(account, entry),
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<%= styled_form_with model: entry,
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url: account_entry_path(entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.text_area :notes,
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@ -72,7 +56,7 @@
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</div>
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<%= button_to t(".delete"),
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account_entry_path(account, entry),
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account_entry_path(entry),
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method: :delete,
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class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
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data: { turbo_confirm: true, turbo_frame: "_top" } %>
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