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