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Multi-step account forms + clearer balance editing (#2427)

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* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
This commit is contained in:
Zach Gollwitzer
2025-07-03 09:33:07 -04:00
committed by GitHub
parent ba7e8d3893
commit 662f2c04ce
66 changed files with 1036 additions and 427 deletions
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2
app/models/assistant/function/get_balance_sheet.rb
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@@ -44,7 +44,7 @@ class Assistant::Function::GetBalanceSheet < Assistant::Function
private
def historical_data(period, classification: nil)
scope = family.accounts.active
scope = family.accounts.visible
scope = scope.where(classification: classification) if classification.present?
if period.start_date == Date.current