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sure/app/views/investments/_form.html.erb
LPW bf9bcae600 Add gains by tax treatment to investment report with grouped subtype dropdown (#701)
* Add tax treatment metrics to reports, forms, and models

- Implement `build_gains_by_tax_treatment` for grouping gains by tax treatment
- Update investment performance view with tax treatment breakdown
- Add tax treatment field to crypto and investments forms
- Introduce `realized_gain_loss` calculation in the Trade model
- Group investment subtypes by region for improved dropdown organization

* Optimize investment performance report by reducing N+1 queries

- Eager-load associations in `build_gains_by_tax_treatment` to minimize database queries
- Preload holdings for realized gain/loss calculations in trades
- Refactor views to standardize "no data" placeholder using translations
- Adjust styling in tax treatment breakdown for improved layout

* Enhance investment performance translations and optimize holdings lookup logic

- Update `holdings_count` and `sells_count` translations to handle pluralization
- Refactor views to use pluralized translation keys with count interpolation
- Optimize preloaded holdings lookup in `Trade` to ensure deterministic selection using `select` and `max_by`

* Refine preloaded holdings logic in `Trade` model

- Treat empty preloaded holdings as authoritative to prevent unnecessary DB queries
- Add explicit fallback behavior for database query when holdings are not preloaded

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-19 15:44:49 +01:00

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<%# locals: (account:, url:) %>
<%= render "accounts/form", account: account, url: url do |form| %>
<%= form.select :subtype,
grouped_options_for_select(Investment.subtypes_grouped_for_select(currency: Current.family.currency), account.subtype),
{ label: true, prompt: t("investments.form.subtype_prompt"), include_blank: t("investments.form.none") } %>
<% end %>