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* Add `investment_activity_label` to trades and enhance activity label handling - Introduced `investment_activity_label` column to the `trades` table with a migration. - Backfilled existing `trades` with activity labels based on quantity (`Buy`, `Sell`, or `Other`). - Replaced `category_id` in trades with `investment_activity_label` for better alignment with transaction labels. - Updated views and controllers to display and manage activity labels for trades. - Added localized badge components for displaying and editing labels dynamically. - Enhanced `PlaidAccount::Investments::TransactionsProcessor` to assign and process activity labels automatically. - Added investment flows section to reports for tracking contributions and withdrawals. - Refactored related tests and models for consistency and to ensure proper validation and filtering. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Add safeguard for `dropdownTarget` existence in quick edit controller - Prevent errors by ensuring `dropdownTarget` is present before toggling its visibility. * Fix undefined method 'category' for Trade on mobile view Trade model uses investment_activity_label, not category. The upstream merge introduced a call to trade.category which doesn't exist. Use the activity label badge on mobile instead. Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> * Fix activity label logic for zero/blank quantity and sell inference - Return `nil` for blank or zero quantity in `investment_activity_label_for`. - Correct `is_sell` logic to use the amount’s sign properly in `transactions_controller`. * Fix i18n key paths in transactions controller for convert_to_trade - Update flash message translations to use full i18n paths. - Use `BigDecimal` for quantity and price calculations to improve precision. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
34 lines
972 B
Plaintext
34 lines
972 B
Plaintext
<%# locals: (label:) %>
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<%# Simple non-interactive badge for displaying activity labels %>
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<%
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# Color mapping for different investment activity labels
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color = case label
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when "Buy"
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"rgb(59 130 246)" # blue
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when "Sell"
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"rgb(239 68 68)" # red
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when "Dividend", "Interest"
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"rgb(34 197 94)" # green
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when "Contribution"
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"rgb(168 85 247)" # purple
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when "Withdrawal"
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"rgb(249 115 22)" # orange
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when "Fee"
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"rgb(107 114 128)" # gray
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when "Transfer", "Sweep In", "Sweep Out", "Exchange"
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"rgb(107 114 128)" # gray
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when "Reinvestment"
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"rgb(59 130 246)" # blue
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else
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"rgb(107 114 128)" # gray for "Other"
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end
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%>
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<span class="inline-flex items-center gap-1 text-xs font-medium rounded px-1.5 py-0.5 border"
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style="
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background-color: color-mix(in oklab, <%= color %> 10%, transparent);
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border-color: color-mix(in oklab, <%= color %> 20%, transparent);
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color: <%= color %>;">
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<%= label %>
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</span>
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