Improve account transaction, trade, and valuation editing and sync ex…

…perience (#1506)

* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations

app/controllers/account/cashes_controller.rb

@@ -1,14 +1,7 @@
 class Account::CashesController < ApplicationController
   layout :with_sidebar
 
-  before_action :set_account
-
   def index
+    @account = Current.family.accounts.find(params[:account_id])
   end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:account_id])
-    end
 end

app/controllers/account/entries_controller.rb

@@ -2,56 +2,21 @@ class Account::EntriesController < ApplicationController
   layout :with_sidebar
 
   before_action :set_account
-  before_action :set_entry, only: %i[edit update show destroy]
 
   def index
     @q = search_params
-    @pagy, @entries = pagy(@account.entries.search(@q).reverse_chronological, limit: params[:per_page] || "10")
-  end
-
-  def edit
-    render entryable_view_path(:edit)
-  end
-
-  def update
-    prev_amount = @entry.amount
-    prev_date = @entry.date
-
-    @entry.update!(entry_params)
-    @entry.sync_account_later if prev_amount != @entry.amount || prev_date != @entry.date
-
-    respond_to do |format|
-      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
-      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
-    end
-  end
-
-  def show
-    render entryable_view_path(:show)
-  end
-
-  def destroy
-    @entry.destroy!
-    @entry.sync_account_later
-    redirect_to account_url(@entry.account), notice: t(".success")
+    @pagy, @entries = pagy(entries_scope.search(@q).reverse_chronological, limit: params[:per_page] || "10")
   end
 
   private
-
-    def entryable_view_path(action)
-      @entry.entryable_type.underscore.pluralize + "/" + action.to_s
-    end
-
     def set_account
       @account = Current.family.accounts.find(params[:account_id])
     end
 
-    def set_entry
-      @entry = @account.entries.find(params[:id])
-    end
-
-    def entry_params
-      params.require(:account_entry).permit(:name, :date, :amount, :currency, :notes)
+    def entries_scope
+      scope = Current.family.entries
+      scope = scope.where(account: @account) if @account
+      scope
     end
 
     def search_params

app/controllers/account/holdings_controller.rb

@@ -1,28 +1,30 @@
 class Account::HoldingsController < ApplicationController
   layout :with_sidebar
 
-  before_action :set_account
   before_action :set_holding, only: %i[show destroy]
 
   def index
-    @holdings = @account.holdings.current
+    @account = Current.family.accounts.find(params[:account_id])
+    @holdings = Current.family.holdings.current
+    @holdings = @holdings.where(account: @account) if @account
   end
 
   def show
   end
 
   def destroy
     @holding.destroy_holding_and_entries!
-    redirect_back_or_to account_holdings_path(@account)
-  end
 
-  private
+    flash[:notice] = t(".success")
 
-    def set_account
-      @account = Current.family.accounts.find(params[:account_id])
+    respond_to do |format|
+      format.html { redirect_back_or_to account_path(@holding.account) }
+      format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, account_path(@holding.account)) }
     end
+  end
 
+  private
     def set_holding
-      @holding = @account.holdings.current.find(params[:id])
+      @holding = Current.family.holdings.current.find(params[:id])
     end
 end

app/controllers/account/trades_controller.rb

@@ -1,69 +1,37 @@
 class Account::TradesController < ApplicationController
-  layout :with_sidebar
+  include EntryableResource
 
-  before_action :set_account
-  before_action :set_entry, only: :update
+  permitted_entryable_attributes :id, :qty, :price
 
-  def new
-    @entry = @account.entries.account_trades.new(
-      currency: @account.currency,
-      entryable_attributes: {}
-    )
-  end
-
-  def index
-    @entries = @account.entries.reverse_chronological.where(entryable_type: %w[Account::Trade Account::Transaction])
-  end
-
-  def create
-    @builder = Account::EntryBuilder.new(entry_params)
-
-    if entry = @builder.save
-      entry.sync_account_later
-      redirect_to @account, notice: t(".success")
-    else
-      flash[:alert] = t(".failure")
-      redirect_back_or_to @account
+  private
+    def build_entry
+      Account::TradeBuilder.new(create_entry_params)
     end
-  end
-
-  def update
-    @entry.update!(entry_params)
 
-    respond_to do |format|
-      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
-      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    def create_entry_params
+      params.require(:account_entry).permit(
+        :account_id, :date, :amount, :currency, :qty, :price, :ticker, :type, :transfer_account_id
+      ).tap do |params|
+        account_id = params.delete(:account_id)
+        params[:account] = Current.family.accounts.find(account_id)
+      end
     end
-  end
 
-  def securities
-    query = params[:q]
-    return render json: [] if query.blank? || query.length < 2 || query.length > 100
+    def update_entry_params
+      return entry_params unless entry_params[:entryable_attributes].present?
 
-    @securities = Security::SynthComboboxOption.find_in_synth(query)
-  end
+      update_params = entry_params
+      update_params = update_params.merge(entryable_type: "Account::Trade")
 
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:account_id])
-    end
+      qty = update_params[:entryable_attributes][:qty]
+      price = update_params[:entryable_attributes][:price]
 
-    def set_entry
-      @entry = @account.entries.find(params[:id])
-    end
+      if qty.present? && price.present?
+        qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
+        update_params[:entryable_attributes][:qty] = qty
+        update_params[:amount] = qty * price.to_d
+      end
 
-    def entry_params
-      params.require(:account_entry)
-            .permit(
-              :type, :date, :qty, :ticker, :price, :amount, :notes, :excluded, :currency, :transfer_account_id, :entryable_type,
-              entryable_attributes: [
-                :id,
-                :qty,
-                :ticker,
-                :price
-              ]
-            )
-            .merge(account: @account)
+      update_params.except(:nature)
     end
 end

app/controllers/account/transaction_categories_controller.rb

@@ -0,0 +1,22 @@
+class Account::TransactionCategoriesController < ApplicationController
+  def update
+    @entry = Current.family.entries.account_transactions.find(params[:transaction_id])
+    @entry.update!(entry_params)
+
+    respond_to do |format|
+      format.html { redirect_back_or_to account_transaction_path(@entry) }
+      format.turbo_stream do
+        render turbo_stream: turbo_stream.replace(
+          "category_menu_account_transaction_#{@entry.account_transaction_id}",
+          partial: "categories/menu",
+          locals: { transaction: @entry.account_transaction }
+        )
+      end
+    end
+  end
+
+  private
+    def entry_params
+      params.require(:account_entry).permit(:entryable_type, entryable_attributes: [ :id, :category_id ])
+    end
+end

app/controllers/account/transactions_controller.rb

@@ -1,74 +1,55 @@
 class Account::TransactionsController < ApplicationController
-  layout :with_sidebar
+  include EntryableResource
 
-  before_action :set_account
-  before_action :set_entry, only: :update
+  permitted_entryable_attributes :id, :category_id, :merchant_id, { tag_ids: [] }
 
-  def index
-    @pagy, @entries = pagy(
-      @account.entries.account_transactions.reverse_chronological,
-      limit: params[:per_page] || "10"
-    )
+  def bulk_delete
+    destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
+    destroyed.map(&:account).uniq.each(&:sync_later)
+    redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
   end
 
-  def update
-    prev_amount = @entry.amount
-    prev_date = @entry.date
+  def bulk_edit
+  end
 
-    @entry.update!(entry_params.except(:origin))
-    @entry.sync_account_later if prev_amount != @entry.amount || prev_date != @entry.date
+  def bulk_update
+    updated = Current.family
+                     .entries
+                     .where(id: bulk_update_params[:entry_ids])
+                     .bulk_update!(bulk_update_params)
 
-    respond_to do |format|
-      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
-      format.turbo_stream do
-        render turbo_stream: turbo_stream.replace(
-          @entry,
-          partial: "account/entries/entry",
-          locals: entry_locals.merge(entry: @entry)
-        )
-      end
-    end
+    redirect_back_or_to transactions_url, notice: t(".success", count: updated)
   end
 
-  private
-    def set_account
-      @account = Current.family.accounts.find(params[:account_id])
-    end
+  def mark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .mark_transfers!
 
-    def set_entry
-      @entry = @account.entries.find(params[:id])
-    end
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
 
-    def entry_locals
-      {
-        selectable: entry_params[:origin].present?,
-        show_balance: entry_params[:origin] == "account",
-        origin: entry_params[:origin]
-      }
-    end
+  def unmark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .update_all marked_as_transfer: false
 
-    def entry_params
-      params.require(:account_entry)
-            .permit(
-              :name, :date, :amount, :currency, :excluded, :notes, :entryable_type, :nature, :origin,
-              entryable_attributes: [
-                :id,
-                :category_id,
-                :merchant_id,
-                { tag_ids: [] }
-              ]
-            ).tap do |permitted_params|
-              nature = permitted_params.delete(:nature)
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
 
-              if permitted_params[:amount]
-                amount_value = permitted_params[:amount].to_d
+  private
+    def bulk_delete_params
+      params.require(:bulk_delete).permit(entry_ids: [])
+    end
 
-                if nature == "income"
-                  amount_value *= -1
-                end
+    def bulk_update_params
+      params.require(:bulk_update).permit(:date, :notes, :category_id, :merchant_id, entry_ids: [])
+    end
 
-                permitted_params[:amount] = amount_value
-              end
-            end
+    def search_params
+      params.fetch(:q, {})
+            .permit(:start_date, :end_date, :search, :amount, :amount_operator, accounts: [], account_ids: [], categories: [], merchants: [], types: [], tags: [])
     end
 end

app/controllers/account/valuations_controller.rb

@@ -1,38 +1,3 @@
 class Account::ValuationsController < ApplicationController
-  layout :with_sidebar
-
-  before_action :set_account
-
-  def new
-    @entry = @account.entries.account_valuations.new(
-      currency: @account.currency,
-      entryable_attributes: {}
-    )
-  end
-
-  def create
-    @entry = @account.entries.account_valuations.new(entry_params.merge(entryable_attributes: {}))
-
-    if @entry.save
-      @entry.sync_account_later
-      redirect_back_or_to account_valuations_path(@account), notice: t(".success")
-    else
-      flash[:alert] = @entry.errors.full_messages.to_sentence
-      redirect_to @account
-    end
-  end
-
-  def index
-    @entries = @account.entries.account_valuations.reverse_chronological
-  end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:account_id])
-    end
-
-    def entry_params
-      params.require(:account_entry).permit(:name, :date, :amount, :currency)
-    end
+  include EntryableResource
 end

app/controllers/accounts_controller.rb

@@ -31,6 +31,11 @@ def sync
     redirect_to account_path(@account)
   end
 
+  def chart
+    @account = Current.family.accounts.find(params[:id])
+    render layout: "application"
+  end
+
   def sync_all
     unless Current.family.syncing?
       Current.family.sync_later