Ruby on rails tutorial - creating a basic accounting/Internet banking system

notes.txt

################
## Create new Rails application
################

rails new cfa_accounts
cd cfa_accounts

################
## Add following lines to Gemfile (skip the record_tag_helper for rails 4)
################

gem 'bootstrap-generators'
gem 'bootstrap_forms'
gem 'record_tag_helper'
gem 'devise'

################
## Initialise new gems
################

#install new gems
bundle install

# deploy Bootstrap forms to app
rails generate bootstrap:install
# when prompted, overwrite application.html.erb to templates get Bootstrap forms

# restart Rails preloader "spring" to get new Bootstrap libraries
spring stop   

################
## Install devise - user authentication
################

rails generate devise:install

# follow instructions in prompt

# add following line to config/environments/development.rb
config.action_mailer.default_url_options = { host: 'localhost', port: 3000 }
# define a root rul to something in config/routes.rb
root to: "accounts#index"
# add to app/views/layouts/application.html.erb
       <p class="notice"><%= notice %></p>
       <p class="alert"><%= alert %></p>
# run to create Devise views
       rails g devise:views

################
## create a User model
################

rails generate devise User

# add following lines to /app/controllers/application_controller.rb to force logins after protect_from_forgery
before_action :authenticate_user!

################
## create other models
################

rails generate scaffold Account name:string user:references

rails generate scaffold Transaction description:string time:datetime account:references

rake db:migrate

################
## Add has many/belongs to to /app/models files
################

class User < ApplicationRecord
  has_many :accounts
end


class Account < ApplicationRecord
  belongs_to :user
  has_many :transactions
end

class Transaction < ApplicationRecord
  belongs_to :account
end

################
## Customise templates to suit new types in /app/views/layouts/application.html.erb
################

  <title>Anthony's Accounts</title>

        <%= link_to "Anthony's Accounts", "/", class: "navbar-brand" %>

          <li><%= link_to "Accounts", "/accounts" %></li>
          <li><%= link_to "Transactions", "/transactions" %></li>

################
## Add following lines to /config/routes.rb
################

  root 'accounts#index'

################
## Replace form control for selecting users in accounts (/app/views/accounts/_form.html.erb)
################

      <%= f.collection_select(:user_id, User.all, :id, :email ) %>

################
## Replace reference to user's name  (/app/views/accounts/show.html.erb and /app/views/accounts/index.html.erb )
################

  <dd><%= @account.user.email %></dd>

################
## Display name of accounts in list of transactions
################

## add ".name" to /app/views/transactions/show.html.erb and index.html.erb
@transaction.account.name

################
## add reference select to /app/views/transactions/_form.html.erb
################

      <%= f.collection_select(:account_id, Account.all, :id, :name ) %>

################
## Add new field "amount" to model
################

# generate migration to add amount to object (note precision = 8, scale = 2
rails generate migration AddAmountToTransactions 'amount:decimal{8,2}' 

# add field to _form.html.erb
  <div class="form-group">
    <%= f.label :amount, class: "col-sm-2 control-label" %>
    <div class="col-sm-10">
      <%= f.text_field :amount, class: "form-control" %>
    </div>
  </div>

# add new entry to transactions_controller.rb so form will allow users to enter an amount
  def transaction_params
      params.require(:transaction).permit(:description, :time, :amount, :account_id)
    end

# add displaying amount to show.html.erb
  <dt>Amount:</dt>
  <dd><%= @transaction.amount %></dd>

################
## add summary view of transactions
################

# add to model functions
  def balance
    self.transactions.sum(:amount)
  end

#Add to index.html.erb and show.html.erb
            <td><%= account.balance %></td>