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sure/app/views/accounts/_form.html.erb
Matthew Kilpatrick 68864b1fdb Add instituion details & notes to Account model (#481)
- 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
2025-12-24 00:59:50 +01:00

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<%# locals: (account:, url:) %>
<% if @error_message.present? %>
<%= render DS::Alert.new(message: @error_message, variant: :error) %>
<% end %>
<%= 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| %>
<div class="grow space-y-2">
<%= form.hidden_field :accountable_type %>
<%= form.hidden_field :return_to, value: params[:return_to] %>
<%= form.text_field :name, placeholder: t(".name_placeholder"), required: "required", label: t(".name_label") %>
<% unless account.linked? %>
<%= form.money_field :balance, label: t(".balance"), required: true, default_currency: Current.family.currency %>
<% end %>
<%= yield form %>
<details class="group">
<summary class="cursor-pointer text-sm text-secondary hover:text-primary flex items-center gap-1 py-2">
<%= icon "chevron-right", size: "sm", class: "group-open:rotate-90 transition-transform" %>
<%= t(".additional_details") %>
</summary>
<div class="space-y-2 mt-2 pl-4 border-l border-primary">
<%= form.text_field :institution_name,
label: t(".institution_name_label"),
placeholder: account.provider&.institution_name || t(".institution_name_placeholder") %>
<%= form.text_field :institution_domain,
label: t(".institution_domain_label"),
placeholder: account.provider&.institution_domain || t(".institution_domain_placeholder") %>
<%= form.text_area :notes,
label: t(".notes_label"),
placeholder: t(".notes_placeholder"),
rows: 4 %>
</div>
</details>
</div>
<%= form.submit %>
<% end %>