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* 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>
44 lines
1.6 KiB
Plaintext
44 lines
1.6 KiB
Plaintext
<%# locals: (entry:, balance_trend: nil, **) %>
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<% trade = entry.entryable %>
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<%= turbo_frame_tag dom_id(entry) do %>
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<%= turbo_frame_tag dom_id(trade) do %>
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<div class="grid grid-cols-12 items-center <%= entry.excluded ? "text-gray-400 bg-gray-25" : "text-primary" %> text-sm font-medium p-4">
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<div class="col-span-8 flex items-center gap-4">
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<%= check_box_tag dom_id(entry, "selection"),
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class: "checkbox checkbox--light",
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data: { id: entry.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
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<div class="max-w-full">
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<%= tag.div class: ["flex items-center gap-2"] do %>
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<%= render DS::FilledIcon.new(
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variant: :text,
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text: entry.name,
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size: "sm",
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rounded: true
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) %>
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<div class="truncate">
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<%= link_to entry.name,
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entry_path(entry),
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data: { turbo_frame: "drawer", turbo_prefetch: false },
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class: "hover:underline" %>
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</div>
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<% end %>
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</div>
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</div>
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<div class="col-span-2 flex items-center">
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<%= render "categories/badge", category: trade.category || trade_category %>
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</div>
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<div class="col-span-2 justify-self-end font-medium text-sm">
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<%= content_tag :p,
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format_money(-entry.amount_money),
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class: ["text-green-600": entry.amount.negative?] %>
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</div>
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</div>
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<% end %>
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<% end %>
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