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Rework account views and addition flow (#1324)
* Move accountable partials * Split accountables into separate view partials * Fix test * Add form to permitted partials * Fix failing system tests * Update new account modal views * New sync algorithm implementation * Update account system test assertions to match new behavior * Fix off by 1 date error * Revert new balance sync algorithm * Add missing account overviews
This commit is contained in:
Zach Gollwitzer
GitHub
parent
c7c281073f
commit
e8e100e1d8
88 changed files with 763 additions and 526 deletions
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@ -15,14 +15,14 @@
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<h3 class="uppercase text-gray-500 text-xs font-medium px-3 py-1.5"><%= t(".sources") %></h3>
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<ul class="bg-white border border-alpha-black-25 rounded-lg shadow-xs">
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<li>
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<% if @pending_import.present? %>
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<% if @pending_import.present? && (params[:type].nil? || params[:type] == @pending_import.type) %>
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<%= link_to import_path(@pending_import), class: "flex items-center justify-between p-4 group cursor-pointer", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("loader", class: "w-5 h-5 text-orange-500") %>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".resume") %>
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<%= t(".resume", type: @pending_import.type.titleize) %>
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</span>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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@ -33,75 +33,84 @@
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</div>
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</li>
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<% end %>
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<li>
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<%= button_to imports_path(import: { type: "TransactionImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-indigo-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("file-spreadsheet", class: "w-5 h-5 text-indigo-500") %>
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<% if Current.family.accounts.any? && (params[:type].nil? || params[:type] == "TransactionImport") %>
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<li>
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<%= button_to imports_path(import: { type: "TransactionImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-indigo-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("file-spreadsheet", class: "w-5 h-5 text-indigo-500") %>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_transactions") %>
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</span>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_transactions") %>
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</span>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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</li>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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</li>
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<li>
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<%= button_to imports_path(import: { type: "TradeImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-yellow-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("square-percent", class: "w-5 h-5 text-yellow-500") %>
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<% if Current.family.accounts.any? && (params[:type].nil? || params[:type] == "TradeImport") %>
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<li>
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<%= button_to imports_path(import: { type: "TradeImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-yellow-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("square-percent", class: "w-5 h-5 text-yellow-500") %>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_portfolio") %>
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</span>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_portfolio") %>
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</span>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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</li>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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</li>
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<li>
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<%= button_to imports_path(import: { type: "AccountImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-violet-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("building", class: "w-5 h-5 text-violet-500") %>
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<% if params[:type].nil? || params[:type] == "AccountImport" %>
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<li>
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<%= button_to imports_path(import: { type: "AccountImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-violet-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<%= lucide_icon("building", class: "w-5 h-5 text-violet-500") %>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_accounts") %>
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</span>
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</div>
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<span class="text-sm text-gray-900 group-hover:text-gray-700">
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<%= t(".import_accounts") %>
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</span>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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</li>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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</li>
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<% if Current.family.accounts.any? && (params[:type].nil? || params[:type] == "MintImport" || params[:type] == "TransactionImport") %>
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<li>
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<%= button_to imports_path(import: { type: "MintImport" }), class: "flex items-center justify-between p-4 group w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<%= image_tag("mint-logo.jpeg", alt: "Mint logo", class: "w-8 h-8 rounded-md") %>
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<span class="text-sm text-gray-900">
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<%= t(".import_mint") %>
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</span>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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<li>
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<%= button_to imports_path(import: { type: "MintImport" }), class: "flex items-center justify-between p-4 group w-full", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<%= image_tag("mint-logo.jpeg", alt: "Mint logo", class: "w-8 h-8 rounded-md") %>
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<span class="text-sm text-gray-900">
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<%= t(".import_mint") %>
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</span>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
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<% end %>
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<div class="pl-14 pr-3">
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<div class="h-px bg-alpha-black-50"></div>
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</div>
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</li>
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</li>
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<% end %>
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</ul>
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</div>
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</div>
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