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6ebe8da928
* Add investment tracking to expenses Add new sections to dashboard and reporting around investments. * Create investment-integration-assessment.md * Delete .claude/settings.local.json Signed-off-by: soky srm <sokysrm@gmail.com> * Category trades * Simplify * Simplification and test fixes * FIX merge * Update views * Update 20251125141213_add_category_to_trades.rb * FIX tests * FIX statements and account status * cleanup * Add default cat for csv imports * Delete docs/roadmap/investment-integration-assessment.md Signed-off-by: soky srm <sokysrm@gmail.com> * Update trend calculation Use already existing column cost basis for trend calculation - Current value: qty * price (already stored as amount) - Cost basis total: qty * cost_basis - Unrealized gain: current value - cost basis total Fixes N+1 query also --------- Signed-off-by: soky srm <sokysrm@gmail.com>
86 lines
3.6 KiB
Plaintext
86 lines
3.6 KiB
Plaintext
<% content_for :page_header do %>
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<div class="space-y-1 mb-6 flex gap-4 justify-between items-center lg:items-start">
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<div class="space-y-1">
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<h1 class="text-xl lg:text-3xl font-medium text-primary">
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<%= t("pages.dashboard.welcome", name: Current.user.first_name) %>
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</h1>
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<p class="text-sm lg:text-base text-secondary">
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<%= t("pages.dashboard.subtitle") %>
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</p>
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</div>
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<%= render DS::Link.new(
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icon: "plus",
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text: t("pages.dashboard.new"),
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href: new_account_path,
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frame: :modal,
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class: "hidden lg:inline-flex"
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) %>
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<%= render DS::Link.new(
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variant: "icon-inverse",
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icon: "plus",
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href: new_account_path,
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frame: :modal,
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class: "rounded-full lg:hidden"
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) %>
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</div>
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<% end %>
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<div class="w-full space-y-6 pb-24" data-controller="dashboard-sortable" data-action="dragover->dashboard-sortable#dragOver drop->dashboard-sortable#drop" role="list" aria-label="Dashboard sections">
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<% if Current.family.accounts.any? %>
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<% @dashboard_sections.each do |section| %>
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<% next unless section[:visible] %>
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<section
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class="bg-container rounded-xl shadow-border-xs transition-all group focus:outline-none focus-visible:ring-2 focus-visible:ring-gray-900 focus-visible:ring-offset-2"
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data-dashboard-sortable-target="section"
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data-section-key="<%= section[:key] %>"
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data-controller="dashboard-section"
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data-dashboard-section-section-key-value="<%= section[:key] %>"
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data-dashboard-section-collapsed-value="<%= Current.user.dashboard_section_collapsed?(section[:key]) %>"
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draggable="true"
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tabindex="0"
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role="listitem"
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aria-grabbed="false"
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aria-label="<%= t(section[:title]) %> section. Press Enter or Space to grab for reordering, then use arrow keys to move."
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data-action="
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dragstart->dashboard-sortable#dragStart
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dragend->dashboard-sortable#dragEnd
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touchstart->dashboard-sortable#touchStart
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touchmove->dashboard-sortable#touchMove
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touchend->dashboard-sortable#touchEnd
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keydown->dashboard-sortable#handleKeyDown">
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<div class="px-4 py-2 flex items-center justify-between">
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<div class="flex items-center gap-2">
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<button
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type="button"
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class="text-secondary hover:text-primary transition-colors p-0.5"
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data-action="click->dashboard-section#toggle keydown->dashboard-section#handleToggleKeydown"
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data-dashboard-section-target="button"
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aria-label="<%= t("pages.dashboard.toggle_section") %>"
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aria-expanded="<%= !Current.user.dashboard_section_collapsed?(section[:key]) %>">
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<%= icon("chevron-down", size: "sm", class: "transition-transform", data: { dashboard_section_target: "chevron" }) %>
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</button>
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<h2 class="text-base font-medium">
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<%= t(section[:title]) %>
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</h2>
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</div>
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<button
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type="button"
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class="cursor-grab active:cursor-grabbing text-secondary hover:text-primary transition-colors p-0.5 opacity-0 group-hover:opacity-100"
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aria-label="<%= t("pages.dashboard.drag_to_reorder") %>">
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<%= icon("grip-vertical", size: "sm") %>
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</button>
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</div>
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<div class="py-4" data-dashboard-section-target="content">
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<%= render partial: section[:partial], locals: section[:locals] %>
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</div>
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</section>
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<% end %>
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<% else %>
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<section>
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<%= render "pages/dashboard/no_accounts_graph_placeholder" %>
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</section>
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<% end %>
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</div>
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