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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/views/valuations/_form.html.erb
View File

@@ -1,10 +1,10 @@
<%# locals: (entry:) %>
<%# locals: (entry:, error_message:) %>
<%= styled_form_with model: entry, url: valuations_path, class: "space-y-4" do |form| %>
<%= form.hidden_field :account_id %>
<% if entry.errors.any? %>
<%= render "shared/form_errors", model: entry %>
<% if error_message.present? %>
<%= render AlertComponent.new(message: error_message, variant: :error) %>
<% end %>
<div class="space-y-3">

2
app/views/valuations/_header.html.erb
View File

@@ -2,7 +2,7 @@
<%= tag.header class: "mb-4 space-y-1", id: dom_id(entry, :header) do %>
<span class="text-secondary text-sm">
<%= t(".balance") %>
<%= entry.name %>
</span>
<div class="flex items-center gap-4">

10
app/views/valuations/_valuation.html.erb
View File

@@ -25,15 +25,7 @@
</div>
</div>
<div class="col-span-2 justify-self-end font-medium text-sm">
<% if balance_trend&.trend %>
<%= tag.span format_money(balance_trend.trend.value), style: "color: #{balance_trend.trend.color}" %>
<% else %>
<%= tag.span "--", class: "text-gray-400" %>
<% end %>
</div>
<div class="col-span-2 justify-self-end">
<div class="col-span-4 justify-self-end">
<%= tag.p format_money(entry.amount_money), class: "font-medium text-sm text-primary" %>
</div>
</div>

2
app/views/valuations/new.html.erb
View File

@@ -1,6 +1,6 @@
<%= render DialogComponent.new do |dialog| %>
<% dialog.with_header(title: t(".title")) %>
<% dialog.with_body do %>
<%= render "form", entry: @entry %>
<%= render "form", entry: @entry, error_message: @error_message %>
<% end %>
<% end %>

11
app/views/valuations/show.html.erb
View File

@@ -6,17 +6,18 @@
<% end %>
<% dialog.with_body do %>
<% if @error_message.present? %>
<div class="mb-4">
<%= render AlertComponent.new(message: @error_message, variant: :error) %>
</div>
<% end %>
<% dialog.with_section(title: t(".overview"), open: true) do %>
<div class="pb-4">
<%= styled_form_with model: entry,
url: entry_path(entry),
class: "space-y-2",
data: { controller: "auto-submit-form" } do |f| %>
<%= f.text_field :name,
label: t(".name_label"),
placeholder: t(".name_placeholder"),
"data-auto-submit-form-target": "auto" %>
<%= f.date_field :date,
label: t(".date_label"),
max: Date.current,