Files
sure/app/views/transactions/_transaction.html.erb
Zach Gollwitzer 1e5edd9f2f Fix Plaid cash balance double counting (#2222)
* Fix Plaid cash balance double counting

* Fix today's cash balance

* Simplify balance trends in activity view
2025-05-08 12:25:53 -04:00

99 lines
4.0 KiB
Plaintext

<%# locals: (entry:, balance_trend: nil, view_ctx: "global") %>
<% transaction = entry.entryable %>
<%= turbo_frame_tag dom_id(entry) do %>
<%= turbo_frame_tag dom_id(transaction) do %>
<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 lg:p-4
<%= @focused_record == entry || @focused_record == transaction ?
"border border-gray-900 rounded-lg" : "" %>">
<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8 lg:col-span-6">
<%= check_box_tag dom_id(entry, "selection"),
disabled: transaction.transfer?,
class: "checkbox checkbox--light",
data: {
id: entry.id,
"bulk-select-target": "row",
action: "bulk-select#toggleRowSelection"
} %>
<div class="max-w-full">
<%= content_tag :div, class: ["flex items-center gap-2"] do %>
<% if transaction.merchant&.logo_url.present? %>
<%= image_tag transaction.merchant.logo_url,
class: "w-6 h-6 rounded-full",
loading: "lazy" %>
<% else %>
<%= render FilledIconComponent.new(
variant: :text,
text: entry.name,
size: "sm",
rounded: true
) %>
<% end %>
<div class="truncate">
<div class="space-y-0.5">
<div class="flex items-center gap-1">
<%= link_to(
transaction.transfer? ? transaction.transfer.name : entry.name,
transaction.transfer? ? transfer_path(transaction.transfer) : entry_path(entry),
data: {
turbo_frame: "drawer",
turbo_prefetch: false
},
class: "hover:underline hover:text-gray-800"
) %>
<% if entry.excluded %>
<span class="text-orange-500" title="One-time <%= entry.amount.negative? ? "income" : "expense" %> (excluded from averages)">
<%= icon "asterisk", size: "sm", color: "current" %>
</span>
<% end %>
<% if transaction.transfer? %>
<%= render "transactions/transfer_match", transaction: transaction %>
<% end %>
</div>
<div class="text-secondary text-xs font-normal hidden lg:block">
<% if transaction.transfer? %>
<%= render "transfers/account_links",
transfer: transaction.transfer,
is_inflow: transaction.transfer_as_inflow.present? %>
<% else %>
<%= link_to entry.account.name,
account_path(entry.account, tab: "transactions", focused_record_id: entry.id),
data: { turbo_frame: "_top" },
class: "hover:underline" %>
<% end %>
</div>
</div>
</div>
<% end %>
</div>
</div>
<div class="hidden lg:flex items-center gap-1 col-span-2">
<%= render "transactions/transaction_category", transaction: transaction %>
</div>
<div class="col-span-4 lg:col-span-2 ml-auto text-right">
<%= content_tag :p,
transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
class: ["text-green-600": entry.amount.negative?] %>
</div>
<div class="col-span-2 justify-self-end hidden lg:block">
<% if balance_trend&.trend %>
<%= tag.p format_money(balance_trend.trend.current),
class: "font-medium text-sm text-primary" %>
<% else %>
<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
<% end %>
</div>
</div>
<% end %>
<% end %>