<%= f.label :security_id, t(".security_label"), class: "font-medium text-sm text-primary block" %>
<% if Security.providers.any? %>
<%# Always use searchable combobox when provider available - prevents picking wrong similar tickers %>
<%= f.combobox :ticker,
securities_path(country_code: Current.family.country),
name_when_new: "custom_ticker",
placeholder: t(".ticker_search_placeholder"),
required: true %>
<%= t(".ticker_search_hint") %>
<% else %>
<%# No provider: show existing holdings dropdown with custom option %>
<%
# Get unique securities from account holdings for dropdown
account_securities = @entry.account.holdings
.includes(:security)
.where.not(security: nil)
.map(&:security)
.uniq(&:ticker)
.sort_by(&:ticker)
# Build options with price data for validation
security_options_with_prices = account_securities.map do |s|
price = s.current_price
price_display = price ? " (#{format_money(price)})" : ""
label = "#{s.ticker}#{price_display}"
label += " - #{s.name.truncate(25)}" if s.name.present?
price_cents = price ? (price.amount * 100).to_i : nil
[label, s.id, { "data-price-cents" => price_cents, "data-ticker" => s.ticker }]
end
%>
<% if account_securities.any? %>
<%= f.select :security_id,
options_for_select(
[[t(".security_prompt"), ""]] +
security_options_with_prices +
[[t(".security_custom"), "__custom__"]],
nil
),
{},
{
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
data: {
action: "change->convert-to-trade#toggleCustomTicker change->convert-to-trade#validatePrice",
convert_to_trade_target: "tickerSelect"
}
} %>
<%= t(".security_not_listed_hint") %>
<%= f.text_field :custom_ticker,
placeholder: t(".ticker_placeholder"),
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
pattern: "[A-Za-z0-9.:-]{1,20}",
title: t(".ticker_hint"),
data: { convert_to_trade_target: "customField" } %>
<%= t(".ticker_hint") %>
<% else %>
<%= f.text_field :ticker,
placeholder: t(".ticker_placeholder"),
required: true,
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
pattern: "[A-Za-z0-9.:-]{1,20}",
title: t(".ticker_hint") %>
<%= t(".ticker_hint") %>
<% end %>
<% end %>
<%= f.label :qty, t(".quantity_label"), class: "font-medium text-sm text-primary block" %>
<%= f.number_field :qty,
step: "any",
placeholder: t(".quantity_placeholder"),
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
data: {
action: "input->convert-to-trade#validatePrice",
convert_to_trade_target: "qtyField"
} %>
<%= t(".quantity_hint") %>
<%= f.label :price, t(".price_label"), class: "font-medium text-sm text-primary block" %>
<%= f.number_field :price,
step: "any",
min: "0",
placeholder: t(".price_placeholder"),
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
data: {
action: "input->convert-to-trade#validatePrice",
convert_to_trade_target: "priceField"
} %>
<%= t(".price_hint", currency: @entry.currency) %>
<%= icon "info", size: "xs", class: "inline-block mr-1" %>
<%= t(".qty_or_price_hint", amount: format_money(@entry.amount_money.abs)) %>
<%= f.label :investment_activity_label, t(".trade_type_label"), class: "font-medium text-sm text-primary block" %>
<%= f.select :investment_activity_label,
options_for_select([[t("transactions.activity_labels.buy"), "Buy"], [t("transactions.activity_labels.sell"), "Sell"]], default_label),
{},
{ class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container" } %>
<%= t(".trade_type_hint") %>
<%# Only show exchange field when no provider - combobox selections already include exchange %>
<% unless Security.providers.any? %>
<%= f.label :exchange_operating_mic, t(".exchange_label"), class: "font-medium text-sm text-primary block" %>
<%= f.text_field :exchange_operating_mic,
placeholder: t(".exchange_placeholder"),
class: "form-field__input border border-secondary rounded-lg px-3 py-2 w-full text-primary bg-container",
pattern: "[A-Z]{4}",
title: t(".exchange_hint") %>
<%= t(".exchange_hint") %>