<%= render DS::Dialog.new(frame: "drawer", responsive: true) do |dialog| %> <% dialog.with_header(custom_header: true) do %>
<%= render "transactions/header", entry: @entry %> <%= dialog.close_button %>
<% end %> <% dialog.with_body do %> <%# Potential duplicate alert %> <% if @entry.transaction.has_potential_duplicate? %> <% potential_match = @entry.transaction.potential_duplicate_entry %> <% if potential_match %>
<%= icon "alert-triangle", size: "md", color: "warning" %>

<%= t("transactions.show.potential_duplicate_title") %>

<%= t("transactions.show.potential_duplicate_description") %>

<%= potential_match.name %>

<%= potential_match.date.strftime("%b %d, %Y") %> • <%= potential_match.account.name %>

"> <%= format_money(-potential_match.amount_money) %>

<%= button_to t("transactions.show.merge_duplicate"), merge_duplicate_transaction_path(@entry.transaction), method: :post, class: "btn btn--primary btn--sm", data: { turbo_frame: "_top" } %> <%= button_to t("transactions.show.keep_both"), dismiss_duplicate_transaction_path(@entry.transaction), method: :post, class: "btn btn--outline btn--sm", data: { turbo_frame: "_top" } %>
<% end %> <% end %> <%= render "entries/protection_indicator", entry: @entry, unlock_path: unlock_transaction_path(@entry.transaction) %> <% dialog.with_section(title: t(".overview"), open: true) do %>
<%= styled_form_with model: @entry, url: transaction_path(@entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %> <%= f.text_field :name, label: t(".name_label"), "data-auto-submit-form-target": "auto" %> <%= f.date_field :date, label: t(".date_label"), max: Date.current, disabled: @entry.linked?, "data-auto-submit-form-target": "auto" %> <% unless @entry.transaction.transfer? %>
<%= f.select :nature, [["Expense", "outflow"], ["Income", "inflow"]], { container_class: "w-1/3", label: t(".nature"), selected: @entry.amount.negative? ? "inflow" : "outflow" }, { data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %> <%= f.money_field :amount, label: t(".amount"), container_class: "w-2/3", auto_submit: true, min: 0, value: @entry.amount.abs, disabled: @entry.linked?, disable_currency: @entry.linked? %>
<%= f.fields_for :entryable do |ef| %> <%= ef.collection_select :category_id, Current.family.categories.alphabetically, :id, :name, { label: t(".category_label"), class: "text-subdued", include_blank: t(".uncategorized") }, "data-auto-submit-form-target": "auto" %> <% end %> <% end %> <% end %>
<% end %> <% dialog.with_section(title: t(".details")) do %> <%= styled_form_with model: @entry, url: transaction_path(@entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %> <% unless @entry.transaction.transfer? %> <%= f.select :account, options_for_select( Current.family.accounts.alphabetically.pluck(:name, :id), @entry.account_id ), { label: t(".account_label") }, { disabled: true } %> <%= f.fields_for :entryable do |ef| %> <%= ef.collection_select :merchant_id, Current.family.available_merchants.alphabetically, :id, :name, { include_blank: t(".none"), label: t(".merchant_label"), class: "text-subdued" }, "data-auto-submit-form-target": "auto" %> <%= ef.select :tag_ids, Current.family.tags.alphabetically.pluck(:name, :id), { include_blank: t(".none"), multiple: true, label: t(".tags_label") }, { "data-controller": "multi-select", "data-auto-submit-form-target": "auto" } %> <% end %> <% end %> <%= f.text_area :notes, label: t(".note_label"), placeholder: t(".note_placeholder"), rows: 5, "data-auto-submit-form-target": "auto" %> <% end %> <% end %> <% if (details = build_transaction_extra_details(@entry)) %> <% dialog.with_section(title: "Additional details", open: false) do %>
<% if details[:kind] == :simplefin %> <% sf = details[:simplefin] %> <% if sf.present? %>
<% if sf[:payee].present? %>
Payee
<%= sf[:payee] %>
<% end %> <% if sf[:description].present? %>
Description
<%= sf[:description] %>
<% end %> <% if sf[:memo].present? %>
Memo
<%= sf[:memo] %>
<% end %>
<% end %> <% if details[:provider_extras].present? %>

Provider extras

<% details[:provider_extras].each do |ex| %>
<%= ex[:key] %>
<%= ex[:value] %>
<% end %>
<% end %> <% else %> 
<%= details[:raw] %>
<% end %>
<% end %> <% end %> <% dialog.with_section(title: t(".settings")) do %>
<%= styled_form_with model: @entry, url: transaction_path(@entry), class: "p-3", data: { controller: "auto-submit-form" } do |f| %>

<%= t(".exclude") %>

<%= t(".exclude_description") %>

<%= f.toggle :excluded, { data: { auto_submit_form_target: "auto" } } %>
<% end %>
<% if @entry.account.investment? || @entry.account.crypto? %>
<%= styled_form_with model: @entry, url: transaction_path(@entry), class: "p-3", data: { controller: "auto-submit-form" } do |f| %> <%= f.fields_for :entryable do |ef| %>

<%= t(".activity_type") %>

<%= t(".activity_type_description") %>

<%= ef.select :investment_activity_label, options_for_select( [["—", nil]] + Transaction::ACTIVITY_LABELS.map { |l| [t("transactions.activity_labels.#{l.parameterize(separator: '_')}"), l] }, @entry.entryable.investment_activity_label ), { label: false }, { class: "form-field__input border border-secondary rounded-lg px-3 py-1.5 max-w-40 text-sm", data: { auto_submit_form_target: "auto" } } %>
<% end %> <% end %>
<% end %>
<%= styled_form_with model: @entry, url: transaction_path(@entry), class: "p-3", data: { controller: "auto-submit-form" } do |f| %> <%= f.fields_for :entryable do |ef| %>

<%= t(".one_time_title", type: @entry.amount.negative? ? t("transactions.form.income") : t("transactions.form.expense")) %>

<%= t(".one_time_description") %>

<%= ef.toggle :kind, { checked: @entry.transaction.one_time?, data: { auto_submit_form_target: "auto" } }, "one_time", "standard" %>
<% end %> <% end %>

Transfer or Debt Payment?

Transfers and payments are special types of transactions that indicate money movement between 2 accounts.

<%= render DS::Link.new( text: "Open matcher", icon: "arrow-left-right", variant: "outline", href: new_transaction_transfer_match_path(@entry), frame: :modal ) %>
<% if @entry.account.investment? && @entry.entryable.is_a?(Transaction) && !@entry.excluded? %>

Convert to Security Trade

Convert this transaction into a security trade (buy/sell) by providing ticker, shares, and price.

<%= render DS::Button.new( text: "Convert", variant: "outline", icon: "arrow-right-left", href: convert_to_trade_transaction_path(@entry.transaction), method: :get, frame: :modal ) %>
<% end %>

<%= t(".mark_recurring_title") %>

<%= t(".mark_recurring_subtitle") %>

<%= render DS::Button.new( text: t(".mark_recurring"), variant: "outline", icon: "repeat", href: mark_as_recurring_transaction_path(@entry.transaction), method: :post, frame: "_top" ) %>

<%= t(".delete_title") %>

<%= t(".delete_subtitle") %>

<%= render DS::Button.new( text: t(".delete"), variant: "outline-destructive", href: entry_path(@entry), method: :delete, confirm: CustomConfirm.for_resource_deletion("transaction"), frame: "_top" ) %>
<% end %> <% end %> <% end %>