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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>
106 lines
3.9 KiB
Plaintext
106 lines
3.9 KiB
Plaintext
<%= render DS::Dialog.new(variant: "drawer") do |dialog| %>
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<% dialog.with_header do %>
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<%= render "trades/header", entry: @entry %>
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<% end %>
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<% trade = @entry.trade %>
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<% dialog.with_body do %>
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<% dialog.with_section(title: t(".details"), open: true) do %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: trade_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.date_field :date,
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label: t(".date_label"),
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max: Date.current,
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disabled: @entry.linked?,
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"data-auto-submit-form-target": "auto" %>
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<div class="flex items-center gap-2">
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<%= f.select :nature,
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[["Buy", "outflow"], ["Sell", "inflow"]],
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{ container_class: "w-1/3", label: "Type", selected: @entry.amount.negative? ? "inflow" : "outflow" },
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{ data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.number_field :qty,
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label: t(".quantity_label"),
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step: "any",
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value: trade.qty.abs,
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"data-auto-submit-form-target": "auto",
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disabled: @entry.linked? %>
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<% end %>
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</div>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.money_field :price,
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label: t(".cost_per_share_label"),
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disable_currency: true,
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auto_submit: true,
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min: 0,
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step: "any",
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precision: 10,
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disabled: @entry.linked? %>
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<%= ef.select :category_id,
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Current.family.categories.expenses.alphabetically.map { |c| [c.name, c.id] },
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{ include_blank: t(".no_category"), label: t(".category_label") },
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{ data: { "auto-submit-form-target": "auto" } } %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% dialog.with_section(title: t(".additional")) do %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: trade_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.text_area :notes,
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label: t(".note_label"),
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placeholder: t(".note_placeholder"),
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rows: 5,
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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</div>
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<% end %>
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<% dialog.with_section(title: t(".settings")) do %>
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<div class="pb-4">
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<!-- Exclude Trade Form -->
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<%= styled_form_with model: @entry,
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url: trade_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<div class="flex cursor-pointer items-center gap-2 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".exclude_title") %></h4>
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<p class="text-secondary"><%= t(".exclude_subtitle") %></p>
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</div>
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<%= f.toggle :excluded, { data: { auto_submit_form_target: "auto" } } %>
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</div>
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<% end %>
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<!-- Delete Trade Form -->
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<div class="flex items-center justify-between gap-2 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".delete_title") %></h4>
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<p class="text-secondary"><%= t(".delete_subtitle") %></p>
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</div>
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<%= button_to t(".delete"),
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entry_path(@entry),
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method: :delete,
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class: "rounded-lg px-3 py-2 text-red-500 text-sm
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font-medium border border-secondary",
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data: { turbo_confirm: true } %>
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</div>
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</div>
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<% end %>
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<% end %>
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<% end %>
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