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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
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Zach Gollwitzer 2024-06-24 11:58:39 -04:00 committed by GitHub
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72 changed files with 575 additions and 522 deletions

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test/fixtures/account/transactions.yml vendored Normal file
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# Checking account transactions
checking_one:
name: Starbucks
date: <%= 5.days.ago.to_date %>
amount: 10
account: checking
category: food_and_drink
currency: USD
checking_two:
name: Chipotle
date: <%= 12.days.ago.to_date %>
amount: 30
account: checking
category: food_and_drink
currency: USD
checking_three:
name: Amazon
date: <%= 15.days.ago.to_date %>
amount: 20
account: checking
currency: USD
merchant: amazon
checking_four:
name: Paycheck
date: <%= 22.days.ago.to_date %>
amount: -1075
account: checking
category: income
currency: USD
checking_five:
name: Netflix
date: <%= 29.days.ago.to_date %>
amount: 15
account: checking
currency: USD
merchant: netflix
checking_six_payment:
name: Payment to Credit Card
date: <%= 29.days.ago.to_date %>
amount: 100
account: checking
currency: USD
marked_as_transfer: true
transfer: credit_card_payment
checking_seven_transfer:
name: Transfer to Savings
date: <%= 30.days.ago.to_date %>
amount: 250
account: checking
currency: USD
marked_as_transfer: true
transfer: savings_transfer
checking_eight_external_payment:
name: Transfer TO external CC account (owned by user but not known to app)
date: <%= 30.days.ago.to_date %>
amount: 800
account: checking
currency: USD
marked_as_transfer: true
checking_nine_external_transfer:
name: Transfer FROM external investing account (owned by user but not known to app)
date: <%= 30.days.ago.to_date %>
amount: -200
account: checking
currency: USD
marked_as_transfer: true
# Savings account that has transactions and valuation overrides
savings_one:
name: Interest Received
date: <%= 5.days.ago.to_date %>
amount: -200
account: savings
category: income
currency: USD
savings_two:
name: Check Deposit
date: <%= 12.days.ago.to_date %>
amount: -50
account: savings
category: income
currency: USD
savings_three:
name: Withdrawal
date: <%= 18.days.ago.to_date %>
amount: 2000
account: savings
currency: USD
savings_four:
name: Check Deposit
date: <%= 29.days.ago.to_date %>
amount: -500
account: savings
category: income
currency: USD
savings_five_transfer:
name: Received Transfer from Checking Account
date: <%= 30.days.ago.to_date %>
amount: -250
account: savings
currency: USD
marked_as_transfer: true
transfer: savings_transfer
# Credit card account transactions
credit_card_one:
name: Starbucks
date: <%= 5.days.ago.to_date %>
amount: 10
account: credit_card
category: food_and_drink
currency: USD
credit_card_two:
name: Chipotle
date: <%= 12.days.ago.to_date %>
amount: 30
account: credit_card
category: food_and_drink
currency: USD
credit_card_three:
name: Amazon
date: <%= 15.days.ago.to_date %>
amount: 20
account: credit_card
currency: USD
merchant: amazon
credit_card_four_payment:
name: Received CC Payment from Checking Account
date: <%= 30.days.ago.to_date %>
amount: -100
account: credit_card
currency: USD
marked_as_transfer: true
transfer: credit_card_payment
# eur_checking transactions
eur_checking_one:
name: Check
date: <%= 9.days.ago.to_date %>
amount: -50
currency: EUR
account: eur_checking
eur_checking_two:
name: Shopping trip
date: <%= 19.days.ago.to_date %>
amount: 100
currency: EUR
account: eur_checking
eur_checking_three:
name: Check
date: <%= 30.days.ago.to_date %>
amount: -200
currency: EUR
account: eur_checking
# multi_currency transactions
multi_currency_one:
name: Outflow 1
date: <%= 4.days.ago.to_date %>
amount: 800
currency: EUR
account: multi_currency
multi_currency_two:
name: Inflow 1
date: <%= 9.days.ago.to_date %>
amount: -50
currency: USD
account: multi_currency
multi_currency_three:
name: Outflow 2
date: <%= 19.days.ago.to_date %>
amount: 110.85
currency: EUR
account: multi_currency
multi_currency_four:
name: Inflow 2
date: <%= 29.days.ago.to_date %>
amount: -200
currency: USD
account: multi_currency