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* Add `investment_activity_label` to trades and enhance activity label handling - Introduced `investment_activity_label` column to the `trades` table with a migration. - Backfilled existing `trades` with activity labels based on quantity (`Buy`, `Sell`, or `Other`). - Replaced `category_id` in trades with `investment_activity_label` for better alignment with transaction labels. - Updated views and controllers to display and manage activity labels for trades. - Added localized badge components for displaying and editing labels dynamically. - Enhanced `PlaidAccount::Investments::TransactionsProcessor` to assign and process activity labels automatically. - Added investment flows section to reports for tracking contributions and withdrawals. - Refactored related tests and models for consistency and to ensure proper validation and filtering. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Add safeguard for `dropdownTarget` existence in quick edit controller - Prevent errors by ensuring `dropdownTarget` is present before toggling its visibility. * Fix undefined method 'category' for Trade on mobile view Trade model uses investment_activity_label, not category. The upstream merge introduced a call to trade.category which doesn't exist. Use the activity label badge on mobile instead. Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> * Fix activity label logic for zero/blank quantity and sell inference - Return `nil` for blank or zero quantity in `investment_activity_label_for`. - Correct `is_sell` logic to use the amount’s sign properly in `transactions_controller`. * Fix i18n key paths in transactions controller for convert_to_trade - Update flash message translations to use full i18n paths. - Use `BigDecimal` for quantity and price calculations to improve precision. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
45 lines
1.8 KiB
Plaintext
45 lines
1.8 KiB
Plaintext
<%# locals: (investment_flows:) %>
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<div class="space-y-4">
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<p class="text-sm text-secondary">
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Track money flowing into and out of your investment accounts through contributions and withdrawals.
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</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<!-- Contributions -->
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<div class="bg-container border border-primary rounded-lg p-4">
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<div class="flex items-center gap-2 mb-2">
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<%= icon("trending-up", size: "sm", class: "text-green-600") %>
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<h3 class="text-sm font-medium text-secondary">Contributions</h3>
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</div>
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<div class="text-2xl font-semibold" style="color: rgb(34 197 94);">
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<%= format_money(investment_flows.contributions) %>
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</div>
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<p class="text-xs text-secondary mt-1">Money added to investments</p>
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</div>
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<!-- Withdrawals -->
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<div class="bg-container border border-primary rounded-lg p-4">
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<div class="flex items-center gap-2 mb-2">
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<%= icon("trending-down", size: "sm", class: "text-orange-600") %>
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<h3 class="text-sm font-medium text-secondary">Withdrawals</h3>
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</div>
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<div class="text-2xl font-semibold" style="color: rgb(249 115 22);">
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<%= format_money(investment_flows.withdrawals) %>
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</div>
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<p class="text-xs text-secondary mt-1">Money withdrawn from investments</p>
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</div>
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<!-- Net Flow -->
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<div class="bg-container border border-primary rounded-lg p-4">
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<div class="flex items-center gap-2 mb-2">
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<%= icon("arrow-right-left", size: "sm", class: "text-primary") %>
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<h3 class="text-sm font-medium text-secondary">Net Flow</h3>
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</div>
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<div class="text-2xl font-semibold text-primary">
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<%= format_money(investment_flows.net_flow) %>
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</div>
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<p class="text-xs text-secondary mt-1">Total net change</p>
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</div>
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</div>
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</div>
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