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Move merchants to top-level namespace (#895)
This commit is contained in:
parent
2681dd96b1
commit
dc3147c101
29 changed files with 153 additions and 145 deletions
41
app/controllers/merchants_controller.rb
Normal file
41
app/controllers/merchants_controller.rb
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@ -0,0 +1,41 @@
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class MerchantsController < ApplicationController
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layout "with_sidebar"
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before_action :set_merchant, only: %i[ edit update destroy ]
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def index
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@merchants = Current.family.merchants.alphabetically
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end
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def new
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@merchant = Merchant.new
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end
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def create
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Current.family.merchants.create!(merchant_params)
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redirect_to merchants_path, notice: t(".success")
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end
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def edit
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end
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def update
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@merchant.update!(merchant_params)
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redirect_to merchants_path, notice: t(".success")
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end
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def destroy
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@merchant.destroy!
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redirect_to merchants_path, notice: t(".success")
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end
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private
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def set_merchant
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@merchant = Current.family.merchants.find(params[:id])
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end
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def merchant_params
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params.require(:merchant).permit(:name, :color)
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end
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end
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@ -1,41 +0,0 @@
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class Transactions::MerchantsController < ApplicationController
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layout "with_sidebar"
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before_action :set_merchant, only: %i[ edit update destroy ]
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def index
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@merchants = Current.family.transaction_merchants.alphabetically
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end
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def new
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@merchant = Transaction::Merchant.new
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end
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def create
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Current.family.transaction_merchants.create!(merchant_params)
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redirect_to transaction_merchants_path, notice: t(".success")
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end
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def edit
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end
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def update
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@merchant.update!(merchant_params)
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redirect_to transaction_merchants_path, notice: t(".success")
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end
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def destroy
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@merchant.destroy!
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redirect_to transaction_merchants_path, notice: t(".success")
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end
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private
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def set_merchant
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@merchant = Current.family.transaction_merchants.find(params[:id])
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end
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def merchant_params
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params.require(:transaction_merchant).permit(:name, :color)
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end
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end
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@ -6,7 +6,7 @@ class Family < ApplicationRecord
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has_many :transactions, through: :accounts
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has_many :imports, through: :accounts
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has_many :categories, dependent: :destroy
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has_many :transaction_merchants, dependent: :destroy, class_name: "Transaction::Merchant"
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has_many :merchants, dependent: :destroy
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def snapshot(period = Period.all)
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query = accounts.active.joins(:balances)
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@ -1,4 +1,4 @@
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class Transaction::Merchant < ApplicationRecord
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class Merchant < ApplicationRecord
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has_many :transactions, dependent: :nullify
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belongs_to :family
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@ -21,7 +21,7 @@ class Transaction < ApplicationRecord
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scope :with_categories, ->(categories) { joins(:category).where(categories: { name: categories }) }
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scope :with_accounts, ->(accounts) { joins(:account).where(accounts: { name: accounts }) }
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scope :with_account_ids, ->(account_ids) { joins(:account).where(accounts: { id: account_ids }) }
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scope :with_merchants, ->(merchants) { joins(:merchant).where(transaction_merchants: { name: merchants }) }
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scope :with_merchants, ->(merchants) { joins(:merchant).where(merchants: { name: merchants }) }
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scope :on_or_after_date, ->(date) { where("transactions.date >= ?", date) }
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scope :on_or_before_date, ->(date) { where("transactions.date <= ?", date) }
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scope :with_converted_amount, ->(currency = Current.family.currency) {
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@ -23,6 +23,6 @@
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<footer class="flex justify-between gap-4">
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<%= previous_setting("Tags", tags_path) %>
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<%= next_setting("Merchants", transaction_merchants_path) %>
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<%= next_setting("Merchants", merchants_path) %>
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</footer>
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</section>
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@ -1,14 +1,14 @@
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<% is_editing = @merchant.id.present? %>
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<div data-controller="merchant-avatar">
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<%= form_with model: @merchant, url: is_editing ? transaction_merchant_path(@merchant) : transaction_merchants_path, method: is_editing ? :patch : :post, scope: :transaction_merchant, data: { turbo: false } do |f| %>
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<%= form_with model: @merchant, url: is_editing ? merchant_path(@merchant) : merchants_path, method: is_editing ? :patch : :post, scope: :merchant, data: { turbo: false } do |f| %>
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<section class="space-y-4">
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<div class="w-fit m-auto">
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<%= render partial: "transactions/merchants/avatar", locals: { merchant: } %>
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<%= render partial: "merchants/avatar", locals: { merchant: } %>
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</div>
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<div data-controller="select" data-select-active-class="bg-gray-200" data-select-selected-value="<%= @merchant&.color || Transaction::Merchant::COLORS[0] %>">
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<div data-controller="select" data-select-active-class="bg-gray-200" data-select-selected-value="<%= @merchant&.color || Merchant::COLORS[0] %>">
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<%= f.hidden_field :color, data: { select_target: "input", merchant_avatar_target: "color" } %>
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<ul data-select-target="list" class="flex gap-2 items-center">
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<% Transaction::Merchant::COLORS.each do |color| %>
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<% Merchant::COLORS.each do |color| %>
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<li tabindex="0" data-select-target="option" data-action="click->select#selectOption" data-value="<%= color %>" class="flex shrink-0 justify-center items-center w-6 h-6 cursor-pointer hover:bg-gray-200 rounded-full">
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<div style="background-color: <%= color %>" class="shrink-0 w-4 h-4 rounded-full"></div>
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</li>
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@ -2,7 +2,7 @@
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<% merchants.each.with_index do |merchant, index| %>
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<div class="flex justify-between items-center p-4 bg-white">
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<div class="flex w-full items-center gap-2.5">
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<%= render partial: "transactions/merchants/avatar", locals: { merchant: } %>
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<%= render partial: "merchants/avatar", locals: { merchant: } %>
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<p class="text-gray-900 text-sm truncate">
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<%= merchant.name %>
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</p>
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@ -13,13 +13,13 @@
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</button>
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<div data-menu-target="content" class="absolute z-10 top-10 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs w-48 hidden">
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<div class="border-t border-b border-alpha-black-100 p-1">
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<%= button_to edit_transaction_merchant_path(merchant),
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<%= button_to edit_merchant_path(merchant),
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method: :get,
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class: "flex w-full gap-1 items-center text-sm hover:bg-gray-50 rounded-lg px-3 py-2",
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data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("pencil-line", class: "w-5 h-5 mr-2") %> <%= t(".edit") %>
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<% end %>
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<%= button_to transaction_merchant_path(merchant),
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<%= button_to merchant_path(merchant),
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method: :delete,
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class: "flex w-full gap-1 items-center text-sm text-red-600 hover:text-red-800 hover:bg-gray-50 rounded-lg px-3 py-2",
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data: {
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@ -4,7 +4,7 @@
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<div class="space-y-4">
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<div class="flex items-center justify-between">
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<h1 class="text-xl font-medium text-gray-900"><%= t(".title") %></h1>
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<%= link_to new_transaction_merchant_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
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<%= link_to new_merchant_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<span><%= t(".new_short") %></span>
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<% end %>
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@ -14,7 +14,7 @@
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<div class="flex justify-center items-center py-20">
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<div class="text-center flex flex-col items-center max-w-[300px]">
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<p class="text-gray-900 mb-1 font-medium text-sm"><%= t(".empty") %></p>
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<%= link_to new_transaction_merchant_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
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<%= link_to new_merchant_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<span><%= t(".new_long") %></span>
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<% end %>
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@ -27,7 +27,7 @@
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<span class="text-gray-400 mx-2">·</span>
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<p><%= @merchants.count %></p>
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</div>
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<%= render partial: "transactions/merchants/list", locals: { merchants: @merchants } %>
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<%= render partial: "merchants/list", locals: { merchants: @merchants } %>
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</div>
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<% end %>
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</div>
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@ -53,7 +53,7 @@
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<%= sidebar_link_to t(".categories_label"), categories_path, icon: "tags" %>
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</li>
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<li>
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<%= sidebar_link_to t(".merchants_label"), transaction_merchants_path, icon: "store" %>
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<%= sidebar_link_to t(".merchants_label"), merchants_path, icon: "store" %>
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</li>
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<li>
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<%= sidebar_link_to t(".rules_label"), transaction_rules_path, icon: "list-checks" %>
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@ -29,7 +29,7 @@
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<div class="pb-6 space-y-2">
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<%= form.date_field :date, label: t(".date_label"), max: Date.current %>
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<%= form.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { prompt: t(".category_placeholder"), label: t(".category_label"), class: "text-gray-400" } %>
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<%= form.collection_select :merchant_id, Current.family.transaction_merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" } %>
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<%= form.collection_select :merchant_id, Current.family.merchants.alphabetically, :id, :name, { prompt: t(".merchant_placeholder"), label: t(".merchant_label"), class: "text-gray-400" } %>
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</div>
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</details>
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@ -9,7 +9,7 @@
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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", transaction_merchants_path) %>
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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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@ -5,7 +5,7 @@
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<%= lucide_icon("search", class: "w-5 h-5 text-gray-500 absolute inset-y-0 left-2 top-1/2 transform -translate-y-1/2") %>
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</div>
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<div class="my-2" id="list" data-list-filter-target="list">
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<% Current.family.transaction_merchants.alphabetically.each do |merchant| %>
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<% Current.family.merchants.alphabetically.each do |merchant| %>
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<div class="filterable-item flex items-center gap-2 p-2" data-filter-name="<%= merchant.name %>">
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<%= form.check_box :merchants,
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{
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@ -30,7 +30,7 @@
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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.transaction_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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<%= 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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29
config/locales/views/merchants/en.yml
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29
config/locales/views/merchants/en.yml
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---
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en:
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merchants:
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create:
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success: New merchant created successfully
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destroy:
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success: Merchant deleted successfully
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edit:
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title: Edit merchant
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form:
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name_placeholder: Merchant name
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submit_create: Add merchant
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submit_edit: Update
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index:
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empty: No merchants yet
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new_long: New merchant
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new_short: New
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title: Merchants
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list:
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confirm_accept: Delete merchant
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confirm_body: Are you sure you want to delete this merchant? Removing this merchant
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will unlink all associated transactions and may effect your reporting.
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confirm_title: Delete merchant?
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delete: Delete merchant
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edit: Edit merchant
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new:
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title: New merchant
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update:
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success: Merchant updated successfully
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@ -50,33 +50,6 @@ en:
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transaction: transaction
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mark_transfers:
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success: Marked as transfer
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merchants:
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create:
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success: New merchant created successfully
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destroy:
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success: Merchant deleted successfully
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edit:
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title: Edit merchant
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form:
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name_placeholder: Merchant name
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submit_create: Add merchant
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submit_edit: Update
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index:
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empty: No merchants yet
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new_long: New merchant
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new_short: New
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title: Merchants
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list:
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confirm_accept: Delete merchant
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confirm_body: Are you sure you want to delete this merchant? Removing this
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merchant will unlink all associated transactions and may effect your reporting.
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confirm_title: Delete merchant?
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delete: Delete merchant
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edit: Edit merchant
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new:
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title: New merchant
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update:
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success: Merchant updated successfully
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selection_bar:
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mark_transfers: Mark as transfers?
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mark_transfers_confirm: Mark as transfers
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@ -48,6 +48,8 @@ Rails.application.routes.draw do
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end
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end
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resources :merchants, only: %i[ index new create edit update destroy ]
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resources :transactions do
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collection do
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post "bulk_delete"
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@ -59,7 +61,6 @@ Rails.application.routes.draw do
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scope module: :transactions, as: :transaction do
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resources :rows, only: %i[ show update ]
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resources :rules, only: %i[ index ]
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resources :merchants, only: %i[ index new create edit update destroy ]
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end
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end
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end
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5
db/migrate/20240620122201_rename_merchants_table.rb
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5
db/migrate/20240620122201_rename_merchants_table.rb
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class RenameMerchantsTable < ActiveRecord::Migration[7.2]
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def change
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rename_table :transaction_merchants, :merchants
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end
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end
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24
db/schema.rb
generated
24
db/schema.rb
generated
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@ -10,7 +10,7 @@
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#
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# It's strongly recommended that you check this file into your version control system.
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ActiveRecord::Schema[7.2].define(version: 2024_06_20_114307) do
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ActiveRecord::Schema[7.2].define(version: 2024_06_20_122201) do
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# These are extensions that must be enabled in order to support this database
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enable_extension "pgcrypto"
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enable_extension "plpgsql"
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@ -242,6 +242,15 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_114307) do
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t.datetime "updated_at", null: false
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end
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create_table "merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "name", null: false
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t.string "color", default: "#e99537", null: false
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t.uuid "family_id", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.index ["family_id"], name: "index_merchants_on_family_id"
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end
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create_table "other_assets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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@ -284,15 +293,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_114307) do
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t.index ["family_id"], name: "index_tags_on_family_id"
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end
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create_table "transaction_merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "name", null: false
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t.string "color", default: "#e99537", null: false
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t.uuid "family_id", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.index ["family_id"], name: "index_transaction_merchants_on_family_id"
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end
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create_table "transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "name"
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t.date "date", null: false
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@ -359,12 +359,12 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_20_114307) do
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add_foreign_key "categories", "families"
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add_foreign_key "imports", "accounts"
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add_foreign_key "institutions", "families"
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add_foreign_key "merchants", "families"
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add_foreign_key "taggings", "tags"
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add_foreign_key "tags", "families"
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add_foreign_key "transaction_merchants", "families"
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add_foreign_key "transactions", "accounts", on_delete: :cascade
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add_foreign_key "transactions", "categories", on_delete: :nullify
|
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add_foreign_key "transactions", "transaction_merchants", column: "merchant_id"
|
||||
add_foreign_key "transactions", "merchants"
|
||||
add_foreign_key "transactions", "transfers"
|
||||
add_foreign_key "users", "families"
|
||||
add_foreign_key "valuations", "accounts", on_delete: :cascade
|
||||
|
|
39
test/controllers/merchants_controller_test.rb
Normal file
39
test/controllers/merchants_controller_test.rb
Normal file
|
@ -0,0 +1,39 @@
|
|||
require "test_helper"
|
||||
|
||||
class MerchantsControllerTest < ActionDispatch::IntegrationTest
|
||||
setup do
|
||||
sign_in @user = users(:family_admin)
|
||||
@merchant = merchants(:netflix)
|
||||
end
|
||||
|
||||
test "index" do
|
||||
get merchants_path
|
||||
assert_response :success
|
||||
end
|
||||
|
||||
test "new" do
|
||||
get new_merchant_path
|
||||
assert_response :success
|
||||
end
|
||||
|
||||
test "should create merchant" do
|
||||
assert_difference("Merchant.count") do
|
||||
post merchants_url, params: { merchant: { name: "new merchant", color: "#000000" } }
|
||||
end
|
||||
|
||||
assert_redirected_to merchants_path
|
||||
end
|
||||
|
||||
test "should update merchant" do
|
||||
patch merchant_url(@merchant), params: { merchant: { name: "new name", color: "#000000" } }
|
||||
assert_redirected_to merchants_path
|
||||
end
|
||||
|
||||
test "should destroy merchant" do
|
||||
assert_difference("Merchant.count", -1) do
|
||||
delete merchant_url(@merchant)
|
||||
end
|
||||
|
||||
assert_redirected_to merchants_path
|
||||
end
|
||||
end
|
|
@ -1,39 +0,0 @@
|
|||
require "test_helper"
|
||||
|
||||
class Transactions::MerchantsControllerTest < ActionDispatch::IntegrationTest
|
||||
setup do
|
||||
sign_in @user = users(:family_admin)
|
||||
@merchant = transaction_merchants(:netflix)
|
||||
end
|
||||
|
||||
test "index" do
|
||||
get transaction_merchants_path
|
||||
assert_response :success
|
||||
end
|
||||
|
||||
test "new" do
|
||||
get new_transaction_merchant_path
|
||||
assert_response :success
|
||||
end
|
||||
|
||||
test "should create merchant" do
|
||||
assert_difference("Transaction::Merchant.count") do
|
||||
post transaction_merchants_url, params: { transaction_merchant: { name: "new merchant", color: "#000000" } }
|
||||
end
|
||||
|
||||
assert_redirected_to transaction_merchants_path
|
||||
end
|
||||
|
||||
test "should update merchant" do
|
||||
patch transaction_merchant_url(@merchant), params: { transaction_merchant: { name: "new name", color: "#000000" } }
|
||||
assert_redirected_to transaction_merchants_path
|
||||
end
|
||||
|
||||
test "should destroy merchant" do
|
||||
assert_difference("Transaction::Merchant.count", -1) do
|
||||
delete transaction_merchant_url(@merchant)
|
||||
end
|
||||
|
||||
assert_redirected_to transaction_merchants_path
|
||||
end
|
||||
end
|
|
@ -160,7 +160,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
transaction.update! \
|
||||
excluded: false,
|
||||
category_id: Category.first.id,
|
||||
merchant_id: Transaction::Merchant.first.id,
|
||||
merchant_id: Merchant.first.id,
|
||||
notes: "Starting note"
|
||||
end
|
||||
|
||||
|
@ -170,7 +170,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
transaction_ids: transactions.map(&:id),
|
||||
excluded: true,
|
||||
category_id: Category.second.id,
|
||||
merchant_id: Transaction::Merchant.second.id,
|
||||
merchant_id: Merchant.second.id,
|
||||
notes: "Updated note"
|
||||
}
|
||||
}
|
||||
|
@ -182,7 +182,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
|
|||
assert_equal Date.current, transaction.date
|
||||
assert transaction.excluded
|
||||
assert_equal Category.second, transaction.category
|
||||
assert_equal Transaction::Merchant.second, transaction.merchant
|
||||
assert_equal Merchant.second, transaction.merchant
|
||||
assert_equal "Updated note", transaction.notes
|
||||
end
|
||||
end
|
||||
|
|
|
@ -39,7 +39,7 @@ class FamilyTest < ActiveSupport::TestCase
|
|||
end
|
||||
|
||||
test "should destroy dependent merchants" do
|
||||
assert_difference("Transaction::Merchant.count", -@family.transaction_merchants.count) do
|
||||
assert_difference("Merchant.count", -@family.merchants.count) do
|
||||
@family.destroy
|
||||
end
|
||||
end
|
||||
|
|
|
@ -13,7 +13,7 @@ class SettingsTest < ApplicationSystemTestCase
|
|||
[ "Accounts", "Accounts", accounts_path ],
|
||||
[ "Tags", "Tags", tags_path ],
|
||||
[ "Categories", "Categories", categories_path ],
|
||||
[ "Merchants", "Merchants", transaction_merchants_path ],
|
||||
[ "Merchants", "Merchants", merchants_path ],
|
||||
[ "Rules", "Rules", transaction_rules_path ],
|
||||
[ "Imports", "Imports", imports_path ],
|
||||
[ "What's New", "What's New", changelog_path ],
|
||||
|
|
|
@ -6,7 +6,7 @@ class TransactionsTest < ApplicationSystemTestCase
|
|||
|
||||
@latest_transactions = @user.family.transactions.ordered.limit(20).to_a
|
||||
@test_category = @user.family.categories.create! name: "System Test Category"
|
||||
@test_merchant = @user.family.transaction_merchants.create! name: "System Test Merchant"
|
||||
@test_merchant = @user.family.merchants.create! name: "System Test Merchant"
|
||||
@target_txn = @user.family.accounts.first.transactions.create! \
|
||||
name: "Oldest transaction",
|
||||
date: 10.years.ago.to_date,
|
||||
|
|
Loading…
Add table
Add a link
Reference in a new issue