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Add customizable menu order for user accounts (#44)

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* Add customizable menu order for user accounts

Introduces a MenuOrder model and concern to allow users to select their preferred account ordering (by name or balance, ascending or descending). Adds a default_order field to users, updates user preferences UI, and applies the selected order to balance sheet account listings.

* Rename MenuOrder to AccountOrder and update user order field

Refactors the MenuOrder model to AccountOrder and updates all references accordingly. Replaces the user's default_order field with default_account_order, including migration changes, validations, and form fields. Updates localization and schema to reflect the new naming.

* Update balance_sheet.rb

* Fix for nil Current.user when rake runs in balance_sheet model

---------

Signed-off-by: Aluisio Pereira <oaluiser@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
Aluisio Pereira
2025-08-11 17:58:44 -03:00
committed by GitHub
parent dd0cb60b56
commit 6d4a5dd743
9 changed files with 114 additions and 5 deletions
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5
db/migrate/20250731134449_add_default_account_order_to_users.rb Normal file
View File

@@ -0,0 +1,5 @@
class AddDefaultAccountOrderToUsers < ActiveRecord::Migration[7.2]
def change
add_column :users, :default_account_order, :string, default: "name_asc"
end
end

5
db/schema.rb generated
View File

@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do
ActiveRecord::Schema[7.2].define(version: 2025_07_31_134449) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@@ -29,7 +29,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do
t.uuid "accountable_id"
t.decimal "balance", precision: 19, scale: 4
t.string "currency"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.uuid "import_id"
t.uuid "plaid_account_id"
t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
@@ -800,6 +800,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do
t.text "goals", default: [], array: true
t.datetime "set_onboarding_preferences_at"
t.datetime "set_onboarding_goals_at"
t.string "default_account_order", default: "name_asc"
t.index ["email"], name: "index_users_on_email", unique: true
t.index ["family_id"], name: "index_users_on_family_id"
t.index ["last_viewed_chat_id"], name: "index_users_on_last_viewed_chat_id"