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Account:: namespace simplifications and cleanup (#2110)

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* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer
2025-04-14 11:40:34 -04:00
committed by GitHub
parent f181ba941f
commit e657c40d19
172 changed files with 1297 additions and 1258 deletions
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68
app/views/trades/_header.html.erb Normal file
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<%# locals: (entry:) %>
<div id="<%= dom_id(entry, :header) %>">
<%= tag.header class: "mb-4 space-y-1" do %>
<span class="text-secondary text-sm">
<%= entry.amount.negative? ? t(".sell") : t(".buy") %>
</span>
<div class="flex items-center gap-4">
<h3 class="font-medium">
<span class="text-2xl">
<%= format_money entry.amount_money %>
</span>
<span class="text-lg text-secondary">
<%= entry.currency %>
</span>
</h3>
</div>
<span class="text-sm text-secondary">
<%= I18n.l(entry.date, format: :long) %>
</span>
<% end %>
<% trade = entry.trade %>
<div class="mb-2">
<%= disclosure t(".overview") do %>
<div class="pb-4">
<dl class="space-y-3 px-3 py-2">
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".symbol_label") %></dt>
<dd class="text-primary"><%= trade.security.ticker %></dd>
</div>
<% if trade.qty.positive? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".purchase_qty_label") %></dt>
<dd class="text-primary"><%= trade.qty.abs %></dd>
</div>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".purchase_price_label") %></dt>
<dd class="text-primary"><%= format_money trade.price_money %></dd>
</div>
<% end %>
<% if trade.security.current_price.present? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".current_market_price_label") %></dt>
<dd class="text-primary"><%= format_money trade.security.current_price %></dd>
</div>
<% end %>
<% if trade.qty.positive? && trade.unrealized_gain_loss.present? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".total_return_label") %></dt>
<dd style="color: <%= trade.unrealized_gain_loss.color %>;">
<%= render "shared/trend_change", trend: trade.unrealized_gain_loss %>
</dd>
</div>
<% end %>
</dl>
</div>
<% end %>
</div>
</div>