Initial split transaction support (#1230)

* Initial split transaction support

* Add support to unsplit and edit split

* Update show.html.erb

* FIX address reviews

* Improve UX

* Update show.html.erb

* Reviews

* Update edit.html.erb

* Add parent category to dialog

* Update en.yml

* Add UI indication to totals

* FIX ui update

* Add category select like rest of app

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
soky srm
2026-03-20 21:19:30 +01:00
committed by GitHub
parent 6d22514c01
commit ae5b23fe67
24 changed files with 1284 additions and 35 deletions

View File

@@ -0,0 +1,95 @@
class SplitsController < ApplicationController
before_action :set_entry
def new
@categories = Current.family.categories.alphabetically
end
def create
unless @entry.transaction.splittable?
redirect_back_or_to transactions_path, alert: t("splits.create.not_splittable")
return
end
raw_splits = split_params[:splits]
raw_splits = raw_splits.values if raw_splits.respond_to?(:values)
splits = raw_splits.map do |s|
{ name: s[:name], amount: s[:amount].to_d * -1, category_id: s[:category_id].presence }
end
@entry.split!(splits)
@entry.sync_account_later
redirect_back_or_to transactions_path, notice: t("splits.create.success")
rescue ActiveRecord::RecordInvalid => e
redirect_back_or_to transactions_path, alert: e.message
end
def edit
resolve_to_parent!
unless @entry.split_parent?
redirect_to transactions_path, alert: t("splits.edit.not_split")
return
end
@categories = Current.family.categories.alphabetically
@children = @entry.child_entries.includes(:entryable)
end
def update
resolve_to_parent!
unless @entry.split_parent?
redirect_to transactions_path, alert: t("splits.edit.not_split")
return
end
raw_splits = split_params[:splits]
raw_splits = raw_splits.values if raw_splits.respond_to?(:values)
splits = raw_splits.map do |s|
{ name: s[:name], amount: s[:amount].to_d * -1, category_id: s[:category_id].presence }
end
Entry.transaction do
@entry.unsplit!
@entry.split!(splits)
end
@entry.sync_account_later
redirect_to transactions_path, notice: t("splits.update.success")
rescue ActiveRecord::RecordInvalid => e
redirect_to transactions_path, alert: e.message
end
def destroy
resolve_to_parent!
unless @entry.split_parent?
redirect_to transactions_path, alert: t("splits.edit.not_split")
return
end
@entry.unsplit!
@entry.sync_account_later
redirect_to transactions_path, notice: t("splits.destroy.success")
end
private
def set_entry
@entry = Current.family.entries.find(params[:transaction_id])
end
def resolve_to_parent!
@entry = @entry.parent_entry if @entry.split_child?
end
def split_params
params.require(:split).permit(splits: [ :name, :amount, :category_id ])
end
end

View File

@@ -1,6 +1,8 @@
class Transactions::BulkDeletionsController < ApplicationController
def create
destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
# Exclude split children from bulk delete - they must be deleted via unsplit on parent
entries_scope = Current.family.entries.where(parent_entry_id: nil)
destroyed = entries_scope.destroy_by(id: bulk_delete_params[:entry_ids])
destroyed.map(&:account).uniq.each(&:sync_later)
redirect_back_or_to transactions_url, notice: "#{destroyed.count} transaction#{destroyed.count == 1 ? "" : "s"} deleted"
end

View File

@@ -3,8 +3,10 @@ class Transactions::BulkUpdatesController < ApplicationController
end
def create
# Skip split parents from bulk update - update children instead
updated = Current.family
.entries
.excluding_split_parents
.where(id: bulk_update_params[:entry_ids])
.bulk_update!(bulk_update_params, update_tags: tags_provided?)