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76dc91377c
* 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.
101 lines
4.1 KiB
Plaintext
101 lines
4.1 KiB
Plaintext
<%# locals: (investment_statement:, period:, **args) %>
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<% if investment_statement.investment_accounts.any? %>
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<div id="investment-summary" class="space-y-4">
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<div class="flex justify-between gap-4 px-4">
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<div class="space-y-2">
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<div class="flex items-center gap-2">
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<h2 class="text-lg font-medium"><%= t(".title") %></h2>
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</div>
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<p class="text-primary text-3xl font-medium">
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<%= format_money(investment_statement.portfolio_value_money) %>
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</p>
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<% trend = investment_statement.unrealized_gains_trend %>
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<% if trend %>
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<div class="flex items-center gap-2 text-sm">
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<span class="text-secondary"><%= t(".total_return") %>:</span>
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<span class="font-medium" style="color: <%= trend.color %>">
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<%= format_money(Money.new(trend.value, Current.family.currency)) %>
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(<%= trend.percent_formatted %>)
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</span>
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</div>
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<% end %>
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</div>
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</div>
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<% holdings = investment_statement.top_holdings(limit: 5) %>
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<% if holdings.any? %>
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<div class="bg-container-inset rounded-xl p-1 mx-4">
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<div class="px-4 py-2 flex items-center uppercase text-xs font-medium text-secondary">
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<div class="flex-1"><%= t(".holding") %></div>
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<div class="w-20 text-right"><%= t(".weight") %></div>
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<div class="w-28 text-right"><%= t(".value") %></div>
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<div class="w-24 text-right"><%= t(".return") %></div>
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</div>
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<div class="shadow-border-xs rounded-lg bg-container font-medium text-sm">
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<% holdings.each_with_index do |holding, idx| %>
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<div class="p-4 flex items-center <%= idx < holdings.size - 1 ? "border-b border-primary" : "" %>">
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<div class="flex-1 flex items-center gap-3">
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<% if holding.security.logo_url.present? %>
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<img src="<%= holding.security.logo_url %>" alt="<%= holding.ticker %>" class="w-8 h-8 rounded-full">
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<% else %>
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<div class="w-8 h-8 rounded-full bg-container-inset flex items-center justify-center text-xs font-medium text-secondary">
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<%= holding.ticker[0..1] %>
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</div>
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<% end %>
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<div>
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<p class="font-medium"><%= holding.ticker %></p>
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<p class="text-xs text-secondary"><%= truncate(holding.name, length: 20) %></p>
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</div>
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</div>
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<div class="w-20 text-right text-secondary">
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<%= number_to_percentage(holding.weight || 0, precision: 1) %>
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</div>
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<div class="w-28 text-right">
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<%= format_money(holding.amount_money) %>
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</div>
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<div class="w-24 text-right">
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<% if holding.trend %>
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<span style="color: <%= holding.trend.color %>">
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<%= holding.trend.percent_formatted %>
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</span>
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<% else %>
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<span class="text-secondary">-</span>
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<% end %>
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</div>
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</div>
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<% end %>
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</div>
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</div>
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<% end %>
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<%# Investment Activity Summary %>
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<% totals = investment_statement.totals(period: period) %>
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<% if totals.trades_count > 0 %>
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<div class="px-4 pt-2">
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<p class="text-xs text-secondary uppercase font-medium mb-2"><%= t(".period_activity", period: period.label) %></p>
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<div class="flex gap-4 text-sm">
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<div>
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<span class="text-secondary"><%= t(".contributions") %>:</span>
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<span class="font-medium text-primary"><%= format_money(totals.contributions) %></span>
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</div>
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<div>
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<span class="text-secondary"><%= t(".withdrawals") %>:</span>
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<span class="font-medium text-primary"><%= format_money(totals.withdrawals) %></span>
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</div>
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<div>
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<span class="text-secondary"><%= t(".trades") %>:</span>
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<span class="font-medium text-primary"><%= totals.trades_count %></span>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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<% end %>
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