Files
sure/app/views/transactions/_form.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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<%# locals: (entry:, categories:) %>
<%= styled_form_with model: entry, url: transactions_path, class: "space-y-4" do |f| %>
<% if entry.errors.any? %>
<%= render "shared/form_errors", model: entry %>
<% end %>
<section>
<%= render "shared/transaction_type_tabs", active_tab: params[:nature] == "inflow" ? "income" : "expense", account_id: params[:account_id] %>
<%= f.hidden_field :nature, value: params[:nature] || "outflow" %>
<%= f.hidden_field :entryable_type, value: "Transaction" %>
</section>
<section class="space-y-2">
<%= f.text_field :name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
<% if @entry.account_id %>
<%= f.hidden_field :account_id %>
<% else %>
<%= f.collection_select :account_id, Current.family.accounts.manual.active.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account"), variant: :logo }, required: true, class: "form-field__input text-ellipsis" %>
<% end %>
<%= f.money_field :amount, label: t(".amount"), required: true %>
<%= f.fields_for :entryable do |ef| %>
<%= ef.collection_select :category_id, categories, :id, :name, { prompt: t(".category_prompt"), label: t(".category"), variant: :badge, searchable: true } %>
<% end %>
<%= f.date_field :date, label: t(".date"), required: true, min: Entry.min_supported_date, max: Date.current, value: Date.current %>
</section>
<%= render DS::Disclosure.new(title: t(".details")) do %>
<%= f.fields_for :entryable do |ef| %>
<%= ef.select :tag_ids,
Current.family.tags.alphabetically.pluck(:name, :id),
{
include_blank: t(".none"),
multiple: true,
label: t(".tags_label")
},
{ "data-controller": "multi-select" } %>
<% end %>
<%= f.text_area :notes,
label: t(".note_label"),
placeholder: t(".note_placeholder"),
rows: 5,
"data-auto-submit-form-target": "auto" %>
<% end %>
<section>
<%= f.submit t(".submit") %>
</section>
<% end %>