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Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace * Fix improper routes, improve separation of concerns * Replace account transactions list partial with view * Remove logs * Consolidate transaction views * Remove unused code * Transfer style tweaks * Remove more unused code * Add back totals by currency helper
This commit is contained in:
Zach Gollwitzer
GitHub
parent
cb3fd34f90
commit
da18c3d850
72 changed files with 575 additions and 522 deletions
1
app/views/account/transaction/rows/show.html.erb
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1
app/views/account/transaction/rows/show.html.erb
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@ -0,0 +1 @@
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<%= render "account/transactions/transaction", transaction: @transaction %>
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16
app/views/account/transaction/rules/index.html.erb
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16
app/views/account/transaction/rules/index.html.erb
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@ -0,0 +1,16 @@
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<% content_for :sidebar do %>
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<%= render "settings/nav" %>
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<% end %>
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<div class="space-y-4">
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<h1 class="text-gray-900 text-xl font-medium mb-4">Rules</h1>
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<div class="bg-white shadow-xs border border-alpha-black-25 rounded-xl p-4">
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<div class="flex justify-center items-center py-20">
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<p class="text-gray-500">Transaction rules coming soon...</p>
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</div>
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</div>
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<div class="flex justify-between gap-4">
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<%= previous_setting("Merchants", merchants_path) %>
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<%= next_setting("Imports", imports_path) %>
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</div>
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</div>
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4
app/views/account/transactions/_empty.html.erb
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4
app/views/account/transactions/_empty.html.erb
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@ -0,0 +1,4 @@
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<div class="flex flex-col items-center justify-center py-40">
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<p class="text-gray-500 mb-2"><%= t(".title") %></p>
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<p class="text-gray-400 max-w-xs text-center"><%= t(".description") %></p>
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</div>
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5
app/views/account/transactions/_loading.html.erb
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5
app/views/account/transactions/_loading.html.erb
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@ -0,0 +1,5 @@
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<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
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<div class="p-5 flex justify-center items-center">
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<%= tag.p t(".loading"), class: "text-gray-500 animate-pulse text-sm" %>
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</div>
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</div>
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40
app/views/account/transactions/_selection_bar.html.erb
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40
app/views/account/transactions/_selection_bar.html.erb
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@ -0,0 +1,40 @@
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<div class="fixed bottom-6 z-10 flex items-center justify-between rounded-xl bg-gray-900 px-4 text-sm text-white w-[420px] py-1.5">
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<div class="flex items-center gap-2">
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<%= check_box_tag "transaction_selection", 1, true, class: "maybe-checkbox maybe-checkbox--dark", data: { action: "bulk-select#deselectAll" } %>
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<p data-bulk-select-target="selectionBarText"></p>
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</div>
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<div class="flex items-center gap-1 text-gray-500">
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<%= turbo_frame_tag "bulk_transaction_edit_drawer" %>
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<%= form_with url: mark_transfers_transactions_path,
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builder: ActionView::Helpers::FormBuilder,
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scope: "bulk_update",
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data: {
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turbo_frame: "_top",
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turbo_confirm: {
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title: t(".mark_transfers"),
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body: t(".mark_transfers_message"),
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accept: t(".mark_transfers_confirm"),
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}
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} do |f| %>
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<button id="bulk-transfer-btn" type="button" data-bulk-select-scope-param="bulk_update" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Mark as transfer">
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<%= lucide_icon "arrow-right-left", class: "w-5 group-hover:text-white" %>
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</button>
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<% end %>
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<%= link_to bulk_edit_transactions_path,
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class: "p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md",
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title: "Edit",
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data: { turbo_frame: "bulk_transaction_edit_drawer" } do %>
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<%= lucide_icon "pencil-line", class: "w-5 group-hover:text-white" %>
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<% end %>
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<%= form_with url: bulk_delete_transactions_path, builder: ActionView::Helpers::FormBuilder, data: { turbo_confirm: true, turbo_frame: "_top" } do %>
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<button type="button" data-bulk-select-scope-param="bulk_delete" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
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<%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
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</button>
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<% end %>
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</div>
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</div>
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89
app/views/account/transactions/_transaction.html.erb
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89
app/views/account/transactions/_transaction.html.erb
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@ -0,0 +1,89 @@
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<%# locals: (transaction:, selectable: true, editable: true, short: false, show_tags: false) %>
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<%= turbo_frame_tag dom_id(transaction), class: "grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4" do %>
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<% name_col_span = transaction.transfer? ? "col-span-10" : short ? "col-span-6" : "col-span-4" %>
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<div class="pr-10 flex items-center gap-4 <%= name_col_span %>">
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<% if selectable %>
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<%= check_box_tag dom_id(transaction, "selection"),
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class: "maybe-checkbox maybe-checkbox--light",
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data: { id: transaction.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
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<% end %>
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<div class="max-w-full">
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<%= content_tag :div, class: ["flex items-center gap-2"] do %>
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<div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
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<%= transaction.name[0].upcase %>
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</div>
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<div class="truncate text-gray-900">
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<% if transaction.new_record? %>
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<%= content_tag :p, transaction.name %>
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<% else %>
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<%= link_to transaction.name,
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account_transaction_path(transaction.account, transaction),
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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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</div>
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<% end %>
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</div>
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<% if unconfirmed_transfer?(transaction) %>
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<% if editable %>
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<%= form_with url: unmark_transfers_transactions_path, builder: ActionView::Helpers::FormBuilder, class: "flex items-center", data: {
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turbo_confirm: {
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title: t(".remove_transfer"),
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body: t(".remove_transfer_body"),
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accept: t(".remove_transfer_confirm"),
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},
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turbo_frame: "_top"
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} do |f| %>
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<%= f.hidden_field "bulk_update[transaction_ids][]", value: transaction.id %>
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<%= f.button class: "flex items-center justify-center group", title: "Remove transfer" do %>
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<%= lucide_icon "arrow-left-right", class: "group-hover:hidden text-gray-500 w-4 h-4" %>
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<%= lucide_icon "unlink", class: "hidden group-hover:inline-block text-gray-900 w-4 h-4" %>
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<% end %>
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<% end %>
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<% else %>
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<%= lucide_icon "arrow-left-right", class: "text-gray-500 w-4 h-4" %>
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<% end %>
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<% end %>
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</div>
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<% unless transaction.transfer? %>
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<% unless short %>
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<div class="flex items-center gap-1 <%= show_tags ? "col-span-6" : "col-span-3" %>">
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<% if editable %>
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<%= render "categories/menu", transaction: transaction %>
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<% else %>
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<%= render "categories/badge", category: transaction.category %>
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<% end %>
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<% if show_tags %>
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<% transaction.tags.each do |tag| %>
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<%= render partial: "tags/badge", locals: { tag: tag } %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% unless show_tags %>
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<%= tag.div class: short ? "col-span-4" : "col-span-3" do %>
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<% if transaction.new_record? %>
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<%= tag.p transaction.account.name %>
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<% else %>
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<%= link_to transaction.account.name,
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account_path(transaction.account, tab: "transactions"),
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data: { turbo_frame: "_top" },
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class: "hover:underline" %>
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<% end %>
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<% end %>
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<% end %>
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<% end %>
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<div class="col-span-2 ml-auto">
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<%= content_tag :p,
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format_money(-transaction.amount_money),
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class: ["text-green-600": transaction.inflow?] %>
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</div>
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<% end %>
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21
app/views/account/transactions/_transaction_group.html.erb
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21
app/views/account/transactions/_transaction_group.html.erb
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@ -0,0 +1,21 @@
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<%# locals: (date:, transactions:, transfers: [], selectable: true, **transaction_opts) %>
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<div id="date-group-<%= date %>" class="bg-gray-25 rounded-xl p-1 w-full" data-bulk-select-target="group">
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<div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
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<div class="flex pl-0.5 items-center gap-4">
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<% if selectable %>
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<%= check_box_tag "#{date}_transactions_selection",
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class: ["maybe-checkbox maybe-checkbox--light", "hidden": transactions.count == 0],
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id: "selection_transaction_#{date}",
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data: { action: "bulk-select#toggleGroupSelection" } %>
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<% end %>
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<%= tag.span "#{date.strftime('%b %d, %Y')} · #{transactions.size + (transfers.size * 2)}" %>
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</div>
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<%= totals_by_currency(collection: transactions, money_method: :amount_money, negate: true) %>
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</div>
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<div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
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<%= render transactions, selectable:, **transaction_opts.except(:selectable) %>
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<%= render transfers %>
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</div>
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</div>
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29
app/views/account/transactions/index.html.erb
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29
app/views/account/transactions/index.html.erb
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<%= turbo_frame_tag dom_id(@account, "transactions") do %>
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<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
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<div class="flex justify-between items-center">
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<h3 class="font-medium text-lg"><%= t(".transactions") %></h3>
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<%= link_to new_transaction_path(account_id: @account),
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class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
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<span class="text-sm"><%= t(".new") %></span>
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<% end %>
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</div>
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<div id="transactions" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".transaction") %>">
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<div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
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<%= render "account/transactions/selection_bar" %>
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</div>
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<% if @transactions.empty? %>
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<p class="text-gray-500 py-4"><%= t(".no_transactions") %></p>
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<% else %>
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<div class="space-y-6">
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<% group_transactions_by_date(@transactions).each do |date, group| %>
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<%= render "transaction_group", date:, transactions: group[:transactions], transfers: group[:transfers] %>
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<% end %>
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</div>
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<% end %>
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</div>
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</div>
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<% end %>
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103
app/views/account/transactions/show.html.erb
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103
app/views/account/transactions/show.html.erb
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<%= drawer do %>
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<div>
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<header class="mb-4 space-y-1">
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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"><%= format_money -@transaction.amount_money %></span>
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<span class="text-lg text-gray-500"><%= @transaction.currency %></span>
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</h3>
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<% if @transaction.marked_as_transfer %>
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<%= lucide_icon "arrow-left-right", class: "text-gray-500 mt-1 w-5 h-5" %>
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<% end %>
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</div>
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<span class="text-sm text-gray-500"><%= @transaction.date.strftime("%A %d %B") %></span>
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</header>
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<div class="space-y-2">
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".overview") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6">
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<div class="space-y-2">
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<%= f.text_field :name, label: t(".name_label"), "data-auto-submit-form-target": "auto" %>
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<%= f.date_field :date, label: t(".date_label"), max: Date.today, "data-auto-submit-form-target": "auto" %>
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<% unless @transaction.marked_as_transfer %>
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<%= f.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
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<%= f.collection_select :merchant_id, Current.family.merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
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<% end %>
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<%= f.collection_select :account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_placeholder"), label: t(".account_label"), class: "text-gray-500" }, { class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled" } %>
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</div>
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<% end %>
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</div>
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</details>
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".additional") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6 space-y-2">
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<%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
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<%= f.select :tag_ids,
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options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
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{
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multiple: true,
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label: t(".tags_label"),
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class: "placeholder:text-gray-500"
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},
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"data-auto-submit-form-target": "auto" %>
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<%= f.text_area :notes, label: t(".note_label"), placeholder: t(".note_placeholder"), "data-auto-submit-form-target": "auto" %>
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<% end %>
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</div>
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</details>
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".settings") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6">
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<%= form_with model: @transaction, html: { class: "p-3 space-y-3", data: { controller: "auto-submit-form" } } do |f| %>
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<div class="flex cursor-pointer items-center gap-2 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
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<p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
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</div>
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<div class="relative inline-block select-none">
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<%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
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<label for="transaction_excluded" class="maybe-switch"></label>
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</div>
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</div>
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<% end %>
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<% unless @transaction.transfer? %>
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<div class="flex items-center justify-between gap-2 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-gray-900"><%= t(".delete_title") %></h4>
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<p class="text-gray-500"><%= t(".delete_subtitle") %></p>
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</div>
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<%= button_to t(".delete"),
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account_transaction_path(@transaction),
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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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</div>
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<% end %>
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</div>
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</details>
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</div>
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</div>
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<% end %>
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@ -1,6 +1,6 @@
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<%= turbo_frame_tag dom_id(transfer), class: "block" do %>
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<details class="group flex items-center text-gray-900 p-4 text-sm font-medium">
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<summary class="flex items-center justify-between">
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<details class="group flex items-center text-gray-900 text-sm font-medium">
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<summary class="flex items-center justify-between p-4">
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<div class="flex items-center gap-4">
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<%= button_to account_transfer_path(transfer),
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method: :delete,
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@ -25,16 +25,9 @@
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pt-2 divide-y divide-alpha-black-200">
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<div class="divide-y divide-alpha-black-200">
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<% transfer.transactions.each do |transaction| %>
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<div class="py-3 grid grid-cols-12 items-center">
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<div class="col-span-10">
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<%= render "transactions/name", transaction: transaction %>
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</div>
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<div class="col-span-2 ml-auto">
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<%= render "transactions/amount", transaction: transaction %>
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</div>
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</div>
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<%= render transaction, selectable: false, editable: false %>
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<% end %>
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</div>
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</details>
|
||||
|
|
|
|||
5
app/views/account/valuations/_loading.html.erb
Normal file
5
app/views/account/valuations/_loading.html.erb
Normal file
|
|
@ -0,0 +1,5 @@
|
|||
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
|
||||
<div class="p-5 flex justify-center items-center">
|
||||
<%= tag.p t(".loading"), class: "text-gray-500 animate-pulse text-sm" %>
|
||||
</div>
|
||||
</div>
|
||||
|
|
@ -1,5 +1,3 @@
|
|||
<%# locals: (valuation:) %>
|
||||
|
||||
<%= turbo_frame_tag dom_id(valuation) do %>
|
||||
<div class="p-4 grid grid-cols-10 items-center">
|
||||
<div class="col-span-5 flex items-center gap-4">
|
||||
|
|
@ -9,7 +7,7 @@
|
|||
|
||||
<div class="text-sm">
|
||||
<%= tag.p valuation.date, class: "text-gray-900 font-medium" %>
|
||||
<%= tag.p valuation.first_of_series? ? t(".start_balance") : t(".value_update"), class: "text-gray-500" %>
|
||||
<%= tag.p valuation.oldest? ? t(".start_balance") : t(".value_update"), class: "text-gray-500" %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
|
@ -43,8 +41,4 @@
|
|||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<% unless valuation.last_of_series? %>
|
||||
<div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>
|
||||
<% end %>
|
||||
<% end %>
|
||||
|
|
|
|||
1
app/views/account/valuations/_valuation_ruler.html.erb
Normal file
1
app/views/account/valuations/_valuation_ruler.html.erb
Normal file
|
|
@ -0,0 +1 @@
|
|||
<div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>
|
||||
|
|
@ -1,15 +1,35 @@
|
|||
<%= turbo_frame_tag dom_id(@account, "valuations") do %>
|
||||
<div class="grid grid-cols-10 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
|
||||
<%= tag.p t(".date"), class: "col-span-5" %>
|
||||
<%= tag.p t(".value"), class: "col-span-2 justify-self-end" %>
|
||||
<%= tag.p t(".change"), class: "col-span-2 justify-self-end" %>
|
||||
<%= tag.div class: "col-span-1" %>
|
||||
</div>
|
||||
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
|
||||
<div class="flex items-center justify-between">
|
||||
<%= tag.h2 t(".valuations"), class: "font-medium text-lg" %>
|
||||
<%= link_to new_account_valuation_path(@account),
|
||||
data: { turbo_frame: dom_id(Account::Valuation.new) },
|
||||
class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
|
||||
<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
|
||||
<%= tag.span t(".new_entry"), class: "text-sm" %>
|
||||
<% end %>
|
||||
</div>
|
||||
|
||||
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
|
||||
<%= turbo_frame_tag dom_id(Account::Valuation.new) %>
|
||||
<% @account.valuations.reverse_chronological.each do |valuation| %>
|
||||
<%= render valuation %>
|
||||
<% end %>
|
||||
<div class="rounded-xl bg-gray-25 p-1">
|
||||
<div class="grid grid-cols-10 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
|
||||
<%= tag.p t(".date"), class: "col-span-5" %>
|
||||
<%= tag.p t(".value"), class: "col-span-2 justify-self-end" %>
|
||||
<%= tag.p t(".change"), class: "col-span-2 justify-self-end" %>
|
||||
<%= tag.div class: "col-span-1" %>
|
||||
</div>
|
||||
|
||||
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
|
||||
<%= turbo_frame_tag dom_id(Account::Valuation.new) %>
|
||||
|
||||
<% valuations = @account.valuations.reverse_chronological %>
|
||||
<% if valuations.any? %>
|
||||
<%= render partial: "valuation",
|
||||
collection: @account.valuations.reverse_chronological,
|
||||
spacer_template: "valuation_ruler" %>
|
||||
<% else %>
|
||||
<p class="text-gray-500 text-sm p-4"><%= t(".no_valuations") %></p>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue