Files
sure/app/views/holdings/_holding.html.erb
soky srm 76dc91377c Merchants improvements (#594)
* FIX logos

* Implement merchant mods

* FIX confirm issue

* FIX linter

* Add recently seen merchants to re-add if needed

* Update merge.html.erb

* FIX do security check

* Add error handling for update failures.
2026-01-09 19:38:04 +01:00

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<%# locals: (holding:) %>
<%= turbo_frame_tag dom_id(holding) do %>
<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4">
<div class="col-span-4 flex items-center gap-4">
<% if holding.security.brandfetch_icon_url.present? %>
<%= image_tag holding.security.brandfetch_icon_url, class: "w-9 h-9 rounded-full", loading: "lazy" %>
<% elsif holding.security.logo_url.present? %>
<%= image_tag holding.security.logo_url, class: "w-9 h-9 rounded-full", loading: "lazy" %>
<% else %>
<%= render DS::FilledIcon.new(variant: :text, text: holding.name, size: "md", rounded: true) %>
<% end %>
<div class="space-y-0.5">
<%= link_to holding.name, holding_path(holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
<% if holding.amount %>
<%= tag.p holding.ticker, class: "text-secondary text-xs uppercase" %>
<% else %>
<%= render "missing_price_tooltip" %>
<% end %>
</div>
</div>
<div class="col-span-2 flex justify-end items-center gap-2">
<% if holding.weight %>
<%= render "shared/progress_circle", progress: holding.weight %>
<%= tag.p number_to_percentage(holding.weight, precision: 1) %>
<% else %>
<%= tag.p "--", class: "text-secondary mb-5" %>
<% end %>
</div>
<div class="col-span-2 text-right">
<%= tag.p format_money holding.avg_cost %>
<%= tag.p t(".per_share"), class: "font-normal text-secondary" %>
</div>
<div class="col-span-2 text-right">
<% if holding.amount_money %>
<%= tag.p format_money holding.amount_money %>
<% else %>
<%= tag.p "--", class: "text-secondary" %>
<% end %>
<%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-secondary" %>
</div>
<div class="col-span-2 text-right">
<%# Show Total Return (unrealized G/L) when cost basis exists %>
<% if holding.trades.any? && holding.trend %>
<%= tag.p format_money(holding.trend.value), style: "color: #{holding.trend.color};" %>
<%= tag.p "(#{number_to_percentage(holding.trend.percent, precision: 1)})", style: "color: #{holding.trend.color};" %>
<% else %>
<%= tag.p "--", class: "text-secondary" %>
<%= tag.p "No cost basis", class: "text-xs text-secondary" %>
<% end %>
</div>
</div>
<% end %>