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ce5d7dd736
* Display multi-currency holdings correctly * Implement IBKR provider * Fix: Use historical exchange rate for historical prices * Add brokerage exchange rate for trades * Sync historical balances from IBKR * Add logos in activity history * Fix privacy mode blur in account view * Improve IBKR XML Flex report parser errors
57 lines
2.3 KiB
Plaintext
57 lines
2.3 KiB
Plaintext
<%# locals: (holding:) %>
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<%= turbo_frame_tag dom_id(holding) do %>
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<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4">
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<div class="col-span-4 flex items-center gap-4">
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<% if (logo = holding.security.display_logo_url).present? %>
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<%= image_tag logo, class: "w-9 h-9 rounded-full", loading: "lazy" %>
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<% else %>
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<%= render DS::FilledIcon.new(variant: :text, text: holding.name, size: "md", rounded: true) %>
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<% end %>
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<div class="space-y-0.5">
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<%= link_to holding.name, holding_path(holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
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<% if holding.amount %>
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<%= tag.p holding.ticker, class: "text-secondary text-xs uppercase" %>
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<% else %>
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<%= render "missing_price_tooltip" %>
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<% end %>
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</div>
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</div>
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<div class="col-span-2 flex justify-end items-center gap-2">
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<% if holding.weight %>
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<%= render "shared/progress_circle", progress: holding.weight %>
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<%= tag.p number_to_percentage(holding.weight, precision: 1) %>
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<% else %>
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<%= tag.p "--", class: "text-secondary mb-5" %>
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<% end %>
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</div>
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<div class="col-span-2 text-right">
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<%= render "holdings/cost_basis_cell", holding: holding, editable: false %>
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<%= tag.p t(".per_share"), class: "font-normal text-secondary" %>
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</div>
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<div class="col-span-2 text-right">
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<% if holding.amount_money %>
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<%= tag.p format_money(holding.amount_money), class: "privacy-sensitive" %>
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<% else %>
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<%= tag.p "--", class: "text-secondary" %>
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<% end %>
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<%= tag.p t(".shares", qty: format_quantity(holding.qty)), class: "font-normal text-secondary privacy-sensitive" %>
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</div>
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<div class="col-span-2 text-right">
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<%# Show Total Return (unrealized G/L) when cost basis exists (from trades or manual) %>
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<% if holding.trend %>
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<%= tag.p format_money(holding.trend.value), class: "privacy-sensitive", style: "color: #{holding.trend.color};" %>
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<%= tag.p "(#{holding.trend.percent_formatted})", class: "privacy-sensitive", style: "color: #{holding.trend.color};" %>
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<% else %>
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<%= tag.p "--", class: "text-secondary" %>
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<%= tag.p t(".no_cost_basis"), class: "text-xs text-secondary" %>
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<% end %>
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</div>
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</div>
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<% end %>
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