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Maybe/app/controllers/accounts_controller.rb
Zach Gollwitzer 9956a9540e
Add institution management and account editing controls (#868)
* Add institution management

* Allow user to select institution on create or edit

* Improve redirect behavior

* Final cleanup

* i18n normalization
2024-06-13 14:37:27 -04:00

97 lines
2.8 KiB
Ruby

class AccountsController < ApplicationController
layout "with_sidebar"
include Filterable
before_action :set_account, only: %i[ edit show destroy sync update ]
after_action :sync_account, only: :create
def index
@institutions = Current.family.institutions
@accounts = Current.family.accounts.ungrouped.alphabetically
end
def summary
snapshot = Current.family.snapshot(@period)
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@liability_series = snapshot[:liability_series]
@accounts = Current.family.accounts
@account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
end
def list
end
def new
@account = Account.new(
balance: nil,
accountable: Accountable.from_type(params[:type])&.new
)
if params[:institution_id]
@account.institution = Current.family.institutions.find_by(id: params[:institution_id])
end
end
def show
@balance_series = @account.series(period: @period)
@valuation_series = @account.valuations.to_series
end
def edit
end
def update
@account.update! account_params.except(:accountable_type)
redirect_back_or_to account_path(@account), notice: t(".success")
end
def create
@account = Current.family
.accounts
.create_with_optional_start_balance! \
attributes: account_params.except(:start_date, :start_balance),
start_date: account_params[:start_date],
start_balance: account_params[:start_balance]
redirect_back_or_to account_path(@account), notice: t(".success")
end
def destroy
@account.destroy!
redirect_to accounts_path, notice: t(".success")
end
def sync
if @account.can_sync?
@account.sync_later
respond_to do |format|
format.html { redirect_to account_path(@account), notice: t(".success") }
format.turbo_stream do
render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } })
end
end
else
respond_to do |format|
format.html { redirect_to account_path(@account), notice: t(".cannot_sync") }
format.turbo_stream do
render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "error", content: { body: t(".cannot_sync") } })
end
end
end
end
private
def set_account
@account = Current.family.accounts.find(params[:id])
end
def account_params
params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
end
def sync_account
@account.sync_later
end
end