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Description
!!! Blocked By: #941 !!!
Description:
Add portfolio transaction form to student edit page for adding funds/debits.
Tasks:
- Update
Admin::StudentsController:- Add
add_transactionaction - Validate transaction params (amount > 0, transaction_type presence, etc.)
- Create PortfolioTransaction through student's portfolio
- Handle errors and display meaningful messages
- Redirect back to edit page with flash
- Add
- Update student form view:
- Add transaction section (only on edit, not new)
- Display current cash balance (read-only)
- Add transaction type select (deposit/debit)
- Add amount field with decimal support
- Add reason select (uses PortfolioTransaction.reasons enum)
- Add description textarea
- Submit to add_transaction action
- Add routes for add_transaction member action
Acceptance Criteria:
- Transaction form only appears on edit page
- Current cash balance displays correctly
- Transaction type select has deposit/debit options
- Amount field validates > 0
- Reason select populates from enum
- Description field optional
- Transaction creates successfully
- Portfolio balance updates correctly
- Validation errors display inline
- Success message confirms transaction
- Form clears after successful transaction
Files to Update:
app/views/admin/students/_form.html.erb
Reference:
app/controllers/admin/students_controller.rb(lines 65-96)app/views/admin/students/_form.html.erb(lines 64-111)app/models/portfolio_transaction.rb(for reasons enum)
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Type
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Status
In Progress