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Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates
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75 changed files with 801 additions and 624 deletions
53
app/controllers/account/transactions_controller.rb
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53
app/controllers/account/transactions_controller.rb
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class Account::TransactionsController < ApplicationController
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layout :with_sidebar
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before_action :set_account
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before_action :set_entry, only: :update
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def index
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@entries = @account.entries.account_transactions.reverse_chronological
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end
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def update
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@entry.update!(entry_params.merge(amount: amount))
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@entry.sync_account_later
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respond_to do |format|
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format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
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format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
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end
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end
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private
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def set_account
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@account = Current.family.accounts.find(params[:account_id])
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end
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def set_entry
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@entry = @account.entries.find(params[:id])
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end
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def entry_params
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params.require(:account_entry)
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.permit(
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:name, :date, :amount, :currency, :entryable_type,
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entryable_attributes: [
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:id,
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:notes,
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:excluded,
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:category_id,
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:merchant_id,
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{ tag_ids: [] }
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]
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)
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end
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def amount
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if params[:account_entry][:nature] == "income"
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entry_params[:amount].to_d * -1
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else
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entry_params[:amount].to_d
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end
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end
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end
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