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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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6
app/models/balance_sheet/net_worth_series_builder.rb
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@@ -6,7 +6,7 @@ class BalanceSheet::NetWorthSeriesBuilder
def net_worth_series(period: Period.last_30_days)
Rails.cache.fetch(cache_key(period)) do
builder = Balance::ChartSeriesBuilder.new(
account_ids: active_account_ids,
account_ids: visible_account_ids,
currency: family.currency,
period: period,
favorable_direction: "up"
@@ -19,8 +19,8 @@ class BalanceSheet::NetWorthSeriesBuilder
private
attr_reader :family
def active_account_ids
@active_account_ids ||= family.accounts.active.with_attached_logo.pluck(:id)
def visible_account_ids
@visible_account_ids ||= family.accounts.visible.with_attached_logo.pluck(:id)
end
def cache_key(period)