Files
sure/app/views/accounts/index.html.erb
soky srm e1ff6d46ee Make categories global (#1160)
* Make categories global

This solves us A LOT of cash flow and budgeting problems.

* Update schema.rb

* Update auto_categorizer.rb

* Update income_statement.rb

* FIX budget sub-categories

* FIX sub-categories and tests

* Add 2 step migration
2026-03-11 15:54:01 +01:00

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<%= content_for :page_title, t(".accounts") %>
<%= content_for :page_actions do %>
<%= icon(
"refresh-cw",
as_button: true,
size: "sm",
href: sync_all_accounts_path,
disabled: Current.family.syncing?,
frame: :_top
) %>
<%= render DS::Link.new(
text: "New account",
href: new_account_path(return_to: accounts_path),
variant: "primary",
icon: "plus",
frame: :modal
) %>
<% end %>
<% if @manual_accounts.empty? && @plaid_items.empty? && @simplefin_items.empty? && @lunchflow_items.empty? && @enable_banking_items.empty? && @coinstats_items.empty? && @coinbase_items.empty? && @mercury_items.empty? && @snaptrade_items.empty? && @indexa_capital_items.empty? %>
<%= render "empty" %>
<% else %>
<div class="space-y-2">
<% if @plaid_items.any? %>
<%= render @plaid_items.sort_by(&:created_at) %>
<% end %>
<% if @simplefin_items.any? %>
<%= render @simplefin_items.sort_by(&:created_at) %>
<% end %>
<% if @lunchflow_items.any? %>
<%= render @lunchflow_items.sort_by(&:created_at) %>
<% end %>
<% if @enable_banking_items.any? %>
<%= render @enable_banking_items.sort_by(&:created_at) %>
<% end %>
<% if @coinstats_items.any? %>
<%= render @coinstats_items.sort_by(&:created_at) %>
<% end %>
<% if @mercury_items.any? %>
<%= render @mercury_items.sort_by(&:created_at) %>
<% end %>
<% if @coinbase_items.any? %>
<%= render @coinbase_items.sort_by(&:created_at) %>
<% end %>
<% if @snaptrade_items.any? %>
<%= render @snaptrade_items.sort_by(&:created_at) %>
<% end %>
<% if @indexa_capital_items.any? %>
<%= render @indexa_capital_items.sort_by(&:created_at) %>
<% end %>
<% if @manual_accounts.any? %>
<div id="manual-accounts">
<%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
</div>
<% else %>
<div id="manual-accounts"></div>
<% end %>
</div>
<% end %>