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Fix: Purge stale holdings from accounts during sync (#1954)

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* Fix: Purge stale holdings from accounts during sync

* Fix typo

* Prevent Plaid holding deletions
This commit is contained in:
Zach Gollwitzer
2025-03-05 12:21:17 -05:00
committed by GitHub
parent eaa1b6abe0
commit 381e39bea8
6 changed files with 54 additions and 32 deletions
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8
app/views/account/holdings/index.html.erb
View File

@@ -21,12 +21,12 @@
</div>
<div class="rounded-lg bg-white shadow-border-xs">
<%= render "account/holdings/cash", account: @account %>
<%= render "account/holdings/ruler" %>
<% if @account.current_holdings.any? %>
<%= render "account/holdings/cash", account: @account %>
<%= render "account/holdings/ruler" %>
<%= render partial: "account/holdings/holding", collection: @account.current_holdings, spacer_template: "ruler" %>
<% else %>
<p class="text-secondary text-sm p-4"><%= t(".no_holdings") %></p>
<% end %>
</div>
</div>

30
app/views/account/holdings/show.html.erb
View File

@@ -87,26 +87,28 @@
</div>
</details>
<details class="group space-y-2" open>
<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-secondary bg-gray-25 focus-visible:outline-hidden">
<h4><%= t(".settings") %></h4>
<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-secondary w-5" %>
</summary>
<% unless @holding.account.plaid_account_id.present? %>
<details class="group space-y-2" open>
<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-secondary bg-gray-25 focus-visible:outline-hidden">
<h4><%= t(".settings") %></h4>
<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-secondary w-5" %>
</summary>
<div class="pb-4">
<div class="flex items-center justify-between gap-2 p-3">
<div class="text-sm space-y-1">
<h4 class="text-primary"><%= t(".delete_title") %></h4>
<p class="text-secondary"><%= t(".delete_subtitle") %></p>
</div>
<div class="pb-4">
<div class="flex items-center justify-between gap-2 p-3">
<div class="text-sm space-y-1">
<h4 class="text-primary"><%= t(".delete_title") %></h4>
<p class="text-secondary"><%= t(".delete_subtitle") %></p>
</div>
<%= button_to t(".delete"),
<%= button_to t(".delete"),
account_holding_path(@holding),
method: :delete,
class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-secondary",
data: { turbo_confirm: true } %>
</div>
</div>
</div>
</details>
</details>
<% end %>
</div>
<% end %>