Files
sure/app/views/accounts/show.html.erb
Zach Gollwitzer 6f0e410684 Dashboard View and Calculations (#521)
* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
2024-03-06 09:56:59 -05:00

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<%= turbo_stream_from @account %>
<% balance = Money.from_amount(@account.balance, @account.currency) %>
<div class="space-y-4">
<div class="flex justify-between items-center">
<div class="flex items-center gap-3">
<div class="bg-green-600/10 rounded-full h-8 w-8 flex items-center justify-center">
<span class="text-green-600"><%= @account.name[0].upcase %></span>
</div>
<h2 class="font-medium text-xl"><%= @account.name %></h2>
</div>
<div class="flex items-center gap-3">
<div class="relative cursor-not-allowed">
<div class="flex items-center gap-2 px-3 py-2">
<span class="text-gray-900"><%= balance.currency %> <%= balance.symbol %></span>
<%= lucide_icon("chevron-down", class: "w-5 h-5 text-gray-500") %>
</div>
</div>
<div class="cursor-not-allowed">
<%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
</div>
</div>
</div>
<%= turbo_frame_tag "sync_message" do %>
<%= render partial: "accounts/sync_message", locals: { is_syncing: @account.status == "SYNCING" } %>
<% end %>
<div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
<div class="p-4 flex justify-between">
<div class="space-y-2">
<%= render partial: "shared/balance_heading", locals: {
label: "Total Value",
period: @period,
balance: Money.from_amount(@account.balance, @account.currency),
trend: @balance_series.trend
}
%>
</div>
<%= render partial: "shared/period_dropdown", locals: { period: @period, path: account_path(@account) } %>
</div>
<div class="h-96 flex items-center justify-center text-2xl font-bold">
<%= render partial: "shared/line_chart", locals: { series: @balance_series } %>
</div>
</div>
<div data-controller="tabs" data-tabs-active-class="bg-gray-100" data-tabs-default-tab-value="account-history-tab">
<div class="flex gap-1 text-sm text-gray-900 font-medium mb-4">
<button data-id="account-history-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">History</button>
<button data-id="account-transactions-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Transactions</button>
</div>
<div class="min-h-[800px]">
<div data-tabs-target="tab" id="account-history-tab">
<%= render partial: "accounts/account_history", locals: { account: @account, valuations: @valuation_series } %>
</div>
<div data-tabs-target="tab" id="account-transactions-tab" class="hidden">
<%= render partial: "accounts/transactions", locals: { transactions: @account.transactions.order(date: :desc) } %>
</div>
</div>
</div>
</div>