Files
sure/app/views/accounts/show/_menu.html.erb
soky srm 560c9fbff3 Family sharing (#1272)
* Initial account sharing changes

* Update schema.rb

* Update schema.rb

* Change sharing UI to modal

* UX fixes and sharing controls

* Scope include in finances better

* Update totals.rb

* Update totals.rb

* Scope reports to finance account scope

* Update impersonation_sessions_controller_test.rb

* Review fixes

* Update schema.rb

* Update show.html.erb

* FIX db validation

* Refine edit permissions

* Review items

* Review

* Review

* Add application level helper

* Critical review

* Address remaining review items

* Fix modals

* more scoping

* linter

* small UI fix

* Fix: Sync broadcasts push unscoped balance sheet to all users

* Update sync_complete_event.rb

 The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
  along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.

  The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
  morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
2026-03-25 10:50:23 +01:00

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<%# locals: (account:) %>
<% permission = account.permission_for(Current.user) %>
<%= render DS::Menu.new(testid: "account-menu") do |menu| %>
<% if permission.in?([ :owner, :full_control ]) %>
<% menu.with_item(variant: "link", text: "Edit", href: edit_account_path(account), icon: "pencil-line", data: { turbo_frame: :modal }) %>
<% end %>
<% menu.with_item(variant: "link", text: "Sharing", href: account_sharing_path(account), icon: "users", data: { turbo_frame: :modal }) %>
<% if permission.in?([ :owner, :full_control ]) %>
<% if account.supports_trades? %>
<% menu.with_item(
variant: "link",
text: t(".import_trades"),
href: imports_path({ import: { type: "TradeImport", account_id: account.id } }),
icon: "download",
data: { turbo_frame: :_top }
) %>
<% elsif !account.crypto? %>
<% menu.with_item(
variant: "link",
text: t(".import_transactions"),
href: imports_path({ import: { type: "TransactionImport", account_id: account.id } }),
icon: "download",
data: { turbo_frame: :_top }
) %>
<% end %>
<% end %>
<% if account.owned_by?(Current.user) && !account.linked? %>
<% menu.with_item(
variant: "button",
text: "Delete account",
href: account_path(account),
method: :delete,
icon: "trash-2",
confirm: CustomConfirm.for_resource_deletion("account", high_severity: true),
data: { turbo_frame: :_top }
) %>
<% end %>
<% end %>