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eb0866a678
Adds a toggle to mark accounts as excluded from all financial reports while keeping them active and visible individually. - Migration: add exclude_from_reports boolean column to accounts - Model: included_in_reports scope - BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals, HistoricalAccountScope, AccountRow flag - IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats - InvestmentStatement/Budget: chain included_in_reports scope - ReportsController: filter in breakdown view, export queries, trades - AccountsController: toggle_exclude_from_reports action + route - UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items - Locale: all labels in en.yml - Tests: model scope, controller toggle, income statement/balance sheet filtering - 5070 tests pass (0 failures, 0 regressions)
57 lines
2.1 KiB
Plaintext
57 lines
2.1 KiB
Plaintext
<%# locals: (account:, url:) %>
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<% if @error_message.present? %>
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<%= render DS::Alert.new(message: @error_message, variant: :error) %>
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<% end %>
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<%= styled_form_with model: account, url: url, scope: :account, data: { turbo: false }, class: "flex flex-col gap-4 justify-between grow text-primary" do |form| %>
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<div class="grow space-y-2">
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<%= form.hidden_field :accountable_type %>
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<%= form.hidden_field :return_to, value: params[:return_to] %>
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<%= form.text_field :name, placeholder: t(".name_placeholder"), required: "required", label: t(".name_label") %>
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<% unless account.linked? %>
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<%= form.money_field :balance, label: t(".balance"), required: true, default_currency: Current.family.currency %>
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<% end %>
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<% if account.new_record? && !account.linked? %>
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<%= form.date_field :opening_balance_date,
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label: t(".opening_balance_date_label"),
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value: Time.zone.today - 2.years,
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required: true %>
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<% end %>
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<%= yield form %>
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<details class="group">
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<summary class="cursor-pointer text-sm text-secondary hover:text-primary flex items-center gap-1 py-2">
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<%= icon "chevron-right", size: "sm", class: "group-open:rotate-90 transition-transform" %>
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<%= t(".additional_details") %>
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</summary>
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<div class="space-y-2 mt-2 pl-4 border-l border-primary">
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<%= form.text_field :institution_name,
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label: t(".institution_name_label"),
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placeholder: account.provider&.institution_name || t(".institution_name_placeholder") %>
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<%= form.text_field :institution_domain,
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label: t(".institution_domain_label"),
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placeholder: account.provider&.institution_domain || t(".institution_domain_placeholder") %>
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<%= form.text_area :notes,
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label: t(".notes_label"),
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placeholder: t(".notes_placeholder"),
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rows: 4 %>
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<div class="flex items-center justify-between gap-2">
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<span class="text-sm"><%= t(".exclude_from_reports") %></span>
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<%= form.toggle :exclude_from_reports %>
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</div>
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</div>
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</details>
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</div>
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<%= form.submit %>
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<% end %>
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