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68864b1fdb
- Add institution name & domain, to allow fetching logos when no provider is configured - Add free-form textarea for storing misc. notes (eg. sort codes, account numbers) - Update account settings form to support these new fields
94 lines
2.7 KiB
Ruby
94 lines
2.7 KiB
Ruby
module AccountableResource
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extend ActiveSupport::Concern
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included do
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include Periodable
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before_action :set_account, only: [ :show, :edit, :update ]
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before_action :set_link_options, only: :new
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end
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class_methods do
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def permitted_accountable_attributes(*attrs)
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@permitted_accountable_attributes = attrs if attrs.any?
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@permitted_accountable_attributes ||= [ :id ]
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end
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end
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def new
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@account = Current.family.accounts.build(
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currency: Current.family.currency,
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accountable: accountable_type.new
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)
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end
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def show
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@chart_view = params[:chart_view] || "balance"
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@q = params.fetch(:q, {}).permit(:search)
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entries = @account.entries.search(@q).reverse_chronological
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@pagy, @entries = pagy(entries, limit: params[:per_page] || "10")
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end
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def edit
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end
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def create
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@account = Current.family.accounts.create_and_sync(account_params.except(:return_to))
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@account.lock_saved_attributes!
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redirect_to account_params[:return_to].presence || @account, notice: t("accounts.create.success", type: accountable_type.name.underscore.humanize)
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end
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def update
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# Handle balance update if provided
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if account_params[:balance].present?
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result = @account.set_current_balance(account_params[:balance].to_d)
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unless result.success?
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@error_message = result.error_message
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render :edit, status: :unprocessable_entity
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return
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end
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@account.sync_later
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end
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# Update remaining account attributes
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update_params = account_params.except(:return_to, :balance, :currency)
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unless @account.update(update_params)
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@error_message = @account.errors.full_messages.join(", ")
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render :edit, status: :unprocessable_entity
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return
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end
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@account.lock_saved_attributes!
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redirect_back_or_to account_path(@account), notice: t("accounts.update.success", type: accountable_type.name.underscore.humanize)
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end
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private
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def set_link_options
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account_type_name = accountable_type.name
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# Get all available provider configs dynamically for this account type
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@provider_configs = Provider::Factory.connection_configs_for_account_type(
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account_type: account_type_name,
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family: Current.family
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)
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end
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def accountable_type
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controller_name.classify.constantize
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end
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def set_account
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@account = Current.family.accounts.find(params[:id])
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end
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def account_params
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params.require(:account).permit(
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:name, :balance, :subtype, :currency, :accountable_type, :return_to,
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:institution_name, :institution_domain, :notes,
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accountable_attributes: self.class.permitted_accountable_attributes
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)
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end
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end
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