1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-18 20:59:39 +02:00
Maybe/app/controllers/transactions_controller.rb
Diego Gasparis Escobedo 71bc51ca15
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Fix: Filter categories by transaction type in forms (#2082)
Changed transaction form to only display relevant categories based on transaction type (income or expense), improving usability and preventing misclassification. Created a shared transaction type tabs component for consistent navigation between expense, income, and transfer forms, providing a better user experience and reducing code duplication.

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-25 10:18:10 -04:00

191 lines
5.7 KiB
Ruby

class TransactionsController < ApplicationController
include ScrollFocusable, EntryableResource
before_action :store_params!, only: :index
def new
super
@income_categories = Current.family.categories.incomes.alphabetically
@expense_categories = Current.family.categories.expenses.alphabetically
end
def index
@q = search_params
transactions_query = Current.family.transactions.active.search(@q)
set_focused_record(transactions_query, params[:focused_record_id], default_per_page: 50)
@pagy, @transactions = pagy(
transactions_query.includes(
{ entry: :account },
:category, :merchant, :tags,
transfer_as_outflow: { inflow_transaction: { entry: :account } },
transfer_as_inflow: { outflow_transaction: { entry: :account } }
).reverse_chronological,
limit: params[:per_page].presence || default_params[:per_page],
params: ->(params) { params.except(:focused_record_id) }
)
@totals = Current.family.income_statement.totals(transactions_scope: transactions_query)
end
def clear_filter
updated_params = {
"q" => search_params,
"page" => params[:page],
"per_page" => params[:per_page]
}
q_params = updated_params["q"] || {}
param_key = params[:param_key]
param_value = params[:param_value]
if q_params[param_key].is_a?(Array)
q_params[param_key].delete(param_value)
q_params.delete(param_key) if q_params[param_key].empty?
else
q_params.delete(param_key)
end
updated_params["q"] = q_params.presence
Current.session.update!(prev_transaction_page_params: updated_params)
redirect_to transactions_path(updated_params)
end
def create
account = Current.family.accounts.find(params.dig(:entry, :account_id))
@entry = account.entries.new(entry_params)
if @entry.save
@entry.sync_account_later
@entry.lock_saved_attributes!
@entry.transaction.lock!(:tag_ids) if @entry.transaction.tags.any?
flash[:notice] = "Transaction created"
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account) }
format.turbo_stream { stream_redirect_back_or_to(account_path(@entry.account)) }
end
else
render :new, status: :unprocessable_entity
end
end
def update
if @entry.update(entry_params)
transaction = @entry.transaction
if needs_rule_notification?(transaction)
flash[:cta] = {
type: "category_rule",
category_id: transaction.category_id,
category_name: transaction.category.name
}
end
@entry.sync_account_later
@entry.lock_saved_attributes!
@entry.transaction.lock!(:tag_ids) if @entry.transaction.tags.any?
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: "Transaction updated" }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
dom_id(@entry, :header),
partial: "transactions/header",
locals: { entry: @entry }
),
turbo_stream.replace(@entry),
*flash_notification_stream_items
]
end
end
else
render :show, status: :unprocessable_entity
end
end
private
def needs_rule_notification?(transaction)
return false if Current.user.rule_prompts_disabled
if Current.user.rule_prompt_dismissed_at.present?
time_since_last_rule_prompt = Time.current - Current.user.rule_prompt_dismissed_at
return false if time_since_last_rule_prompt < 1.day
end
transaction.saved_change_to_category_id? &&
transaction.eligible_for_category_rule?
end
def entry_params
entry_params = params.require(:entry).permit(
:name, :date, :amount, :currency, :excluded, :notes, :nature, :entryable_type,
entryable_attributes: [ :id, :category_id, :merchant_id, { tag_ids: [] } ]
)
nature = entry_params.delete(:nature)
if nature.present? && entry_params[:amount].present?
signed_amount = nature == "inflow" ? -entry_params[:amount].to_d : entry_params[:amount].to_d
entry_params = entry_params.merge(amount: signed_amount)
end
entry_params
end
def search_params
cleaned_params = params.fetch(:q, {})
.permit(
:start_date, :end_date, :search, :amount,
:amount_operator, accounts: [], account_ids: [],
categories: [], merchants: [], types: [], tags: []
)
.to_h
.compact_blank
cleaned_params.delete(:amount_operator) unless cleaned_params[:amount].present?
cleaned_params
end
def store_params!
if should_restore_params?
params_to_restore = {}
params_to_restore[:q] = stored_params["q"].presence || default_params[:q]
params_to_restore[:page] = stored_params["page"].presence || default_params[:page]
params_to_restore[:per_page] = stored_params["per_page"].presence || default_params[:per_page]
redirect_to transactions_path(params_to_restore)
else
Current.session.update!(
prev_transaction_page_params: {
q: search_params,
page: params[:page],
per_page: params[:per_page]
}
)
end
end
def should_restore_params?
request.query_parameters.blank? && (stored_params["q"].present? || stored_params["page"].present? || stored_params["per_page"].present?)
end
def stored_params
Current.session.prev_transaction_page_params
end
def default_params
{
q: {},
page: 1,
per_page: 50
}
end
end