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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)
51 lines
2.1 KiB
Plaintext
51 lines
2.1 KiB
Plaintext
<%# locals: (account:) %>
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<% permission = account.permission_for(Current.user) %>
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<%= render DS::Menu.new(testid: "account-menu") do |menu| %>
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<% if permission.in?([ :owner, :full_control ]) %>
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<% menu.with_item(variant: "link", text: t(".edit"), href: edit_account_path(account), icon: "pencil-line", data: { turbo_frame: :modal }) %>
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<% end %>
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<% menu.with_item(variant: "link", text: t(".sharing"), href: account_sharing_path(account), icon: "users", data: { turbo_frame: :modal }) %>
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<% menu.with_item(variant: "link", text: t(".statements"), href: account_path(account, tab: "statements"), icon: "archive") %>
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<% if permission.in?([ :owner, :full_control ]) %>
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<% menu.with_item(variant: "divider") %>
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<% if account.exclude_from_reports? %>
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<% menu.with_item(variant: "button", text: t(".include_in_reports"), href: toggle_exclude_from_reports_account_path(account), method: :patch, icon: "eye", data: { turbo_frame: :_top }) %>
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<% else %>
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<% menu.with_item(variant: "button", text: t(".exclude_from_reports"), href: toggle_exclude_from_reports_account_path(account), method: :patch, icon: "eye-off", data: { turbo_frame: :_top }) %>
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<% end %>
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<% if account.supports_trades? %>
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<% menu.with_item(
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variant: "link",
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text: t(".import_trades"),
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href: imports_path({ import: { type: "TradeImport", account_id: account.id } }),
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icon: "download",
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data: { turbo_frame: :_top }
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) %>
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<% elsif !account.crypto? %>
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<% menu.with_item(
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variant: "link",
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text: t(".import_transactions"),
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href: imports_path({ import: { type: "TransactionImport", account_id: account.id } }),
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icon: "download",
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data: { turbo_frame: :_top }
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) %>
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<% end %>
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<% end %>
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<% if account.owned_by?(Current.user) && !account.linked? %>
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<% menu.with_item(
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variant: "button",
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text: t(".delete_account"),
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href: account_path(account),
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method: :delete,
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icon: "trash-2",
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confirm: CustomConfirm.for_resource_deletion("account", high_severity: true),
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data: { turbo_frame: :_top }
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) %>
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<% end %>
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<% end %>
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