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https://github.com/maybe-finance/maybe.git
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45ae4a9737
Introduces a basic CSV import module for bulk-importing account transactions. Changes include: - User can load a CSV - User can configure the column mappings for a CSV - Imported CSV shows invalid cells - User can clean up their data directly in the UI - User can see a preview of the import rows and confirm import - Layout refactor + Import nav stepper - System test stability improvements
96 lines
2.8 KiB
Ruby
96 lines
2.8 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[ show update destroy sync ]
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def index
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@accounts = Current.family.accounts
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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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end
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def new
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@account = Account.new(
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balance: nil,
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accountable: Accountable.from_type(params[:type])&.new
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)
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end
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def show
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@balance_series = @account.series(period: @period)
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@valuation_series = @account.valuations.to_series
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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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if @account.update(account_params.except(:accountable_type))
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@account.sync_later if account_params[:is_active] == "1" && @account.can_sync?
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respond_to do |format|
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format.html { redirect_to accounts_path, notice: t(".success") }
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format.turbo_stream do
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render turbo_stream: [
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turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } }),
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turbo_stream.replace("account_#{@account.id}", partial: "accounts/account", locals: { account: @account })
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]
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end
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end
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else
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render "show", status: :unprocessable_entity
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end
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end
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def create
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@account = Current.family.accounts.build(account_params.except(:accountable_type, :start_date))
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@account.accountable = Accountable.from_type(account_params[:accountable_type])&.new
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if @account.save
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@valuation = @account.valuations.new(date: account_params[:start_date] || Date.today, value: @account.balance, currency: @account.currency)
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@valuation.save!
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redirect_to accounts_path, notice: t(".success")
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else
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render "new", status: :unprocessable_entity
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end
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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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@account.sync_later if @account.can_sync?
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respond_to do |format|
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format.html { redirect_to account_path(@account), notice: t(".success") }
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format.turbo_stream do
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render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } })
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end
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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[: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, :currency, :subtype, :is_active)
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end
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end
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