mirror of
https://github.com/maybe-finance/maybe.git
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398b246965
* Remove stale 1.0 import logic and model * Fresh start * Checkpoint before removing nav * First working prototype * Add trade, account, and mint import flows * Basic working version with tests * System tests for each import type * Clean up mappings flow * Clean up PR, refactor stale code, tests * Add back row validations * Row validations * Fix import job test * Fix import navigation * Fix mint import configuration form * Currency preset for new accounts
91 lines
2.5 KiB
Ruby
91 lines
2.5 KiB
Ruby
class AccountsController < ApplicationController
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layout :with_sidebar
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include Filterable
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before_action :set_account, only: %i[edit show destroy sync update]
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def index
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@institutions = Current.family.institutions
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@accounts = Current.family.accounts.ungrouped.alphabetically
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end
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def summary
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snapshot = Current.family.snapshot(@period)
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@net_worth_series = snapshot[:net_worth_series]
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@asset_series = snapshot[:asset_series]
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@liability_series = snapshot[:liability_series]
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@accounts = Current.family.accounts
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@account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
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end
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def list
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render layout: false
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end
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def new
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@account = Account.new(
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accountable: Accountable.from_type(params[:type])&.new,
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currency: Current.family.currency
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)
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@account.accountable.address = Address.new if @account.accountable.is_a?(Property)
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if params[:institution_id]
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@account.institution = Current.family.institutions.find_by(id: params[:institution_id])
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end
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end
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def show
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@series = @account.series(period: @period)
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@trend = @series.trend
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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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Account.transaction do
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@account.update! account_params.except(:accountable_type, :balance)
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@account.update_balance!(account_params[:balance]) if account_params[:balance]
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end
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@account.sync_later
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redirect_back_or_to account_path(@account), notice: t(".success")
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end
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def create
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@account = Current.family
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.accounts
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.create_with_optional_start_balance! \
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attributes: account_params.except(:start_date, :start_balance),
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start_date: account_params[:start_date],
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start_balance: account_params[:start_balance]
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@account.sync_later
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redirect_back_or_to account_path(@account), notice: t(".success")
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end
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def destroy
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@account.destroy!
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redirect_to accounts_path, notice: t(".success")
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end
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def sync
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unless @account.syncing?
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@account.sync_later
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end
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end
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def sync_all
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Current.family.accounts.active.sync
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redirect_back_or_to accounts_path, notice: t(".success")
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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[:id])
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end
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def account_params
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params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
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end
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end
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