Files
sure/test/fixtures/accounts.yml
soky srm 560c9fbff3 Family sharing (#1272)
* Initial account sharing changes

* Update schema.rb

* Update schema.rb

* Change sharing UI to modal

* UX fixes and sharing controls

* Scope include in finances better

* Update totals.rb

* Update totals.rb

* Scope reports to finance account scope

* Update impersonation_sessions_controller_test.rb

* Review fixes

* Update schema.rb

* Update show.html.erb

* FIX db validation

* Refine edit permissions

* Review items

* Review

* Review

* Add application level helper

* Critical review

* Address remaining review items

* Fix modals

* more scoping

* linter

* small UI fix

* Fix: Sync broadcasts push unscoped balance sheet to all users

* Update sync_complete_event.rb

 The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
  along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.

  The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
  morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
2026-03-25 10:50:23 +01:00

102 lines
1.8 KiB
YAML

other_asset:
family: dylan_family
owner: family_admin
name: Collectable Account
balance: 550
currency: USD
accountable_type: OtherAsset
accountable: one
status: active
other_liability:
family: dylan_family
owner: family_admin
name: IOU (personal debt to friend)
balance: 200
currency: USD
accountable_type: OtherLiability
accountable: one
status: active
depository:
family: dylan_family
owner: family_admin
name: Checking Account
balance: 5000
currency: USD
accountable_type: Depository
accountable: one
status: active
connected:
family: dylan_family
owner: family_admin
name: Plaid Depository Account
balance: 5000
currency: USD
accountable_type: Depository
accountable: two
plaid_account: one
status: active
credit_card:
family: dylan_family
owner: family_admin
name: Credit Card
balance: 1000
currency: USD
accountable_type: CreditCard
accountable: one
status: active
investment:
family: dylan_family
owner: family_admin
name: Robinhood Brokerage Account
balance: 10000
cash_balance: 5000
currency: USD
accountable_type: Investment
accountable: one
status: active
loan:
family: dylan_family
owner: family_admin
name: Mortgage Loan
balance: 500000
currency: USD
accountable_type: Loan
accountable: one
status: active
property:
family: dylan_family
owner: family_admin
name: 123 Maybe Court
balance: 550000
currency: USD
accountable_type: Property
accountable: one
status: active
vehicle:
family: dylan_family
owner: family_admin
name: Honda Accord
balance: 18000
currency: USD
accountable_type: Vehicle
accountable: one
status: active
crypto:
family: dylan_family
owner: family_admin
name: Bitcoin
balance: 10000
currency: USD
accountable_type: Crypto
accountable: one
status: active