Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-30 18:49:39 +02:00
Code Issues Releases Activity Actions

Migrate valuations controller to new reconciliation methods

Browse source
This commit is contained in:
Zach Gollwitzer 2025-07-10 10:31:40 -04:00
parent 25f0c78c47
commit d80cb9f812
19 changed files with 187 additions and 171 deletions
Download patch file Download diff file Expand all files Collapse all files

76
app/controllers/valuations_controller.rb
View file

@ -4,59 +4,55 @@ class ValuationsController < ApplicationController
def create
account = Current.family.accounts.find(params.dig(:entry, :account_id))
result = account.update_balance(
balance: entry_params[:amount],
date: entry_params[:date],
currency: entry_params[:currency],
notes: entry_params[:notes]
)
if result.success?
@success_message = result.updated? ? "Balance updated" : "No changes made. Account is already up to date."
respond_to do |format|
format.html { redirect_back_or_to account_path(account), notice: @success_message }
format.turbo_stream { stream_redirect_back_or_to(account_path(account), notice: @success_message) }
end
if entry_params[:date].to_date == Date.current
account.update_current_balance!(balance: entry_params[:amount].to_d)
else
@error_message = result.error_message
render :new, status: :unprocessable_entity
account.reconcile_balance!(
balance: entry_params[:amount].to_d,
date: entry_params[:date].to_date
)
end
account.sync_later
respond_to do |format|
format.html { redirect_back_or_to account_path(account), notice: "Account value updated" }
format.turbo_stream { stream_redirect_back_or_to(account_path(account), notice: "Account value updated") }
end
end
def update
result = @entry.account.update_balance(
date: @entry.date,
balance: entry_params[:amount],
currency: entry_params[:currency],
notes: entry_params[:notes]
# ActiveRecord::Base.transaction do
@entry.account.reconcile_balance!(
balance: entry_params[:amount].to_d,
date: entry_params[:date].to_date
)
if result.success?
@entry.reload
if entry_params[:notes].present?
@entry.update!(notes: entry_params[:notes])
end
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: result.updated? ? "Balance updated" : "No changes made. Account is already up to date." }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
dom_id(@entry, :header),
partial: "valuations/header",
locals: { entry: @entry }
),
turbo_stream.replace(@entry)
]
end
@entry.account.sync_later
@entry.reload
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: "Account value updated" }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
dom_id(@entry, :header),
partial: "valuations/header",
locals: { entry: @entry }
),
turbo_stream.replace(@entry)
]
end
else
@error_message = result.error_message
render :show, status: :unprocessable_entity
end
end
private
def entry_params
params.require(:entry)
.permit(:date, :amount, :currency, :notes)
params.require(:entry).permit(:date, :amount, :notes)
end
end