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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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4
app/models/income_statement.rb
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@@ -10,7 +10,7 @@ class IncomeStatement
end
def totals(transactions_scope: nil)
transactions_scope ||= family.transactions.active
transactions_scope ||= family.transactions.visible
result = totals_query(transactions_scope: transactions_scope)
@@ -62,7 +62,7 @@ class IncomeStatement
end
def build_period_total(classification:, period:)
totals = totals_query(transactions_scope: family.transactions.active.in_period(period)).select { |t| t.classification == classification }
totals = totals_query(transactions_scope: family.transactions.visible.in_period(period)).select { |t| t.classification == classification }
classification_total = totals.sum(&:total)
uncategorized_category = family.categories.uncategorized