sure/app/views/reports/_investment_performance.html.erb

<%# locals: (investment_metrics:) %>

<% if investment_metrics[:has_investments] %>
  <div class="space-y-6">
    <%# Investment Summary Cards %>
    <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
      <%# Portfolio Value Card %>
      <div class="bg-container-inset rounded-lg p-4">
        <div class="flex items-center gap-2 mb-3">
          <%= icon("briefcase", size: "sm") %>
          <span class="text-sm text-secondary"><%= t("reports.investment_performance.portfolio_value") %></span>
        </div>
        <p class="text-xl font-semibold text-primary">
          <%= format_money(investment_metrics[:portfolio_value]) %>
        </p>
      </div>

      <%# Total Return Card %>
      <div class="bg-container-inset rounded-lg p-4">
        <div class="flex items-center gap-2 mb-3">
          <%= icon("trending-up", size: "sm") %>
          <span class="text-sm text-secondary"><%= t("reports.investment_performance.total_return") %></span>
        </div>
        <% if investment_metrics[:unrealized_trend] %>
          <p class="text-xl font-semibold" style="color: <%= investment_metrics[:unrealized_trend].color %>">
            <%= format_money(Money.new(investment_metrics[:unrealized_trend].value, Current.family.currency)) %>
            (<%= investment_metrics[:unrealized_trend].percent_formatted %>)
          </p>
        <% else %>
          <p class="text-xl font-semibold text-secondary"><%= t("reports.investment_performance.no_data") %></p>
        <% end %>
      </div>

      <%# Period Contributions Card %>
      <div class="bg-container-inset rounded-lg p-4">
        <div class="flex items-center gap-2 mb-3">
          <%= icon("arrow-down-to-line", size: "sm") %>
          <span class="text-sm text-secondary"><%= t("reports.investment_performance.contributions") %></span>
        </div>
        <p class="text-xl font-semibold text-primary">
          <%= format_money(investment_metrics[:period_contributions]) %>
        </p>
      </div>

      <%# Period Withdrawals Card %>
      <div class="bg-container-inset rounded-lg p-4">
        <div class="flex items-center gap-2 mb-3">
          <%= icon("arrow-up-from-line", size: "sm") %>
          <span class="text-sm text-secondary"><%= t("reports.investment_performance.withdrawals") %></span>
        </div>
        <p class="text-xl font-semibold text-primary">
          <%= format_money(investment_metrics[:period_withdrawals]) %>
        </p>
      </div>
    </div>

    <%# Top Holdings Table %>
    <% if investment_metrics[:top_holdings].any? %>
      <div class="space-y-3">
        <h4 class="text-lg font-medium"><%= t("reports.investment_performance.top_holdings") %></h4>

        <div class="bg-container-inset rounded-xl p-1 overflow-x-auto">
          <div class="grid grid-cols-4 items-center uppercase text-xs font-medium text-secondary px-4 py-2">
            <div class="font-medium text-secondary"><%= t("reports.investment_performance.holding") %></div>
            <div class="text-right font-medium text-secondary"><%= t("reports.investment_performance.weight") %></div>
            <div class="text-right font-medium text-secondary"><%= t("reports.investment_performance.value") %></div>
            <div class="text-right font-medium text-secondary"><%= t("reports.investment_performance.return") %></div>
          </div>
          <div class="bg-container rounded-lg shadow-border-xs">
            <% investment_metrics[:top_holdings].each_with_index do |holding, idx| %>
              <div class="grid grid-cols-4 items-center text-secondary text-sm py-3 px-4 lg:px-6">
                <div class="flex items-center gap-3">
                  <% if holding.security.brandfetch_icon_url.present? %>
                    <img src="<%= holding.security.brandfetch_icon_url %>" alt="<%= holding.ticker %>" class="w-6 h-6 rounded-full">
                  <% elsif holding.security.logo_url.present? %>
                    <img src="<%= Setting.transform_brand_fetch_url(holding.security.logo_url) %>" alt="<%= holding.ticker %>" class="w-6 h-6 rounded-full">
                  <% else %>
                    <div class="w-8 h-8 rounded-full bg-container-inset flex items-center justify-center text-xs font-medium text-secondary">
                      <%= holding.ticker[0..1] %>
                    </div>
                  <% end %>
                  <div>
                    <p class="font-medium text-primary"><%= holding.ticker %></p>
                    <p class="text-xs text-secondary"><%= truncate(holding.name, length: 25) %></p>
                  </div>
                </div>
                <div class="text-right text-secondary"><%= number_to_percentage(holding.weight || 0, precision: 1) %></div>
                <div class="text-right font-medium text-primary"><%= format_money(holding.amount_money) %></div>
                <div class="text-right">
                  <% if holding.trend %>
                    <span style="color: <%= holding.trend.color %>">
                      <%= holding.trend.percent_formatted %>
                    </span>
                  <% else %>
                    <span class="text-secondary"><%= t("reports.investment_performance.no_data") %></span>
                  <% end %>
                </div>
              </div>
              <% if idx < investment_metrics[:top_holdings].size - 1 %>
                <%= render "shared/ruler", classes: "mx-3 lg:mx-4" %>
              <% end %>
            <% end %>
          </div>
        </div>
      </div>
    <% end %>

    <%# Gains by Tax Treatment %>
    <% if investment_metrics[:gains_by_tax_treatment].present? %>
      <div class="space-y-3">
        <h4 class="text-lg font-medium"><%= t("reports.investment_performance.gains_by_tax_treatment") %></h4>

        <div class="flex flex-wrap gap-4">
          <% investment_metrics[:gains_by_tax_treatment].each do |treatment, data| %>
            <div class="bg-container-inset rounded-lg p-4 space-y-3 flex-1 min-w-64">
              <div class="flex items-center justify-between">
                <span class="inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium <%= tax_treatment_badge_classes(treatment) %>" title="<%= t("accounts.tax_treatment_descriptions.#{treatment}") %>">
                  <%= t("accounts.tax_treatments.#{treatment}") %>
                </span>
                <span class="text-sm font-semibold text-primary">
                  <%= format_money(data[:total_gain]) %>
                </span>
              </div>

              <div class="space-y-2 text-sm">
                <div class="flex justify-between">
                  <span class="text-secondary"><%= t("reports.investment_performance.unrealized_gains") %></span>
                  <span class="text-primary"><%= format_money(data[:unrealized_gain]) %></span>
                </div>
                <div class="flex justify-between">
                  <span class="text-secondary"><%= t("reports.investment_performance.realized_gains") %></span>
                  <span class="text-primary"><%= format_money(data[:realized_gain]) %></span>
                </div>
              </div>

              <% if treatment == :taxable && data[:realized_gain].amount > 0 %>
                <p class="text-xs text-warning flex items-center gap-1">
                  <%= icon("alert-triangle", size: "sm") %>
                  <%= t("reports.investment_performance.taxable_realized_note") %>
                </p>
              <% end %>

              <details class="group">
                <summary class="cursor-pointer text-xs text-secondary hover:text-primary flex items-center gap-1">
                  <%= icon "chevron-right", size: "sm", class: "group-open:rotate-90 transition-transform" %>
                  <%= t("reports.investment_performance.view_details") %>
                  (<%= t("reports.investment_performance.holdings_count", count: data[:holdings].count) %>, <%= t("reports.investment_performance.sells_count", count: data[:sell_trades].count) %>)
                </summary>

                <div class="mt-2 space-y-2 text-xs">
                  <% if data[:holdings].any? %>
                    <div class="space-y-1">
                      <p class="text-secondary font-medium"><%= t("reports.investment_performance.holdings") %></p>
                      <% data[:holdings].first(5).each do |holding| %>
                        <div class="flex justify-between pl-2">
                          <span class="text-primary"><%= holding.ticker %></span>
                          <span class="<%= holding.trend ? "" : "text-secondary" %>" style="<%= holding.trend ? "color: #{holding.trend.color}" : "" %>">
                            <%= holding.trend ? format_money(Money.new(holding.trend.value, Current.family.currency)) : t("reports.investment_performance.no_data") %>
                          </span>
                        </div>
                      <% end %>
                      <% if data[:holdings].count > 5 %>
                        <p class="text-secondary pl-2"><%= t("reports.investment_performance.and_more", count: data[:holdings].count - 5) %></p>
                      <% end %>
                    </div>
                  <% end %>

                  <% if data[:sell_trades].any? %>
                    <div class="space-y-1">
                      <p class="text-secondary font-medium"><%= t("reports.investment_performance.sell_trades") %></p>
                      <% data[:sell_trades].first(5).each do |trade| %>
                        <% gain = trade.realized_gain_loss %>
                        <div class="flex justify-between pl-2">
                          <span class="text-primary"><%= trade.security.ticker %></span>
                          <span class="<%= gain ? "" : "text-secondary" %>" style="<%= gain ? "color: #{gain.color}" : "" %>">
                            <%= gain ? format_money(Money.new(gain.value, Current.family.currency)) : t("reports.investment_performance.no_data") %>
                          </span>
                        </div>
                      <% end %>
                      <% if data[:sell_trades].count > 5 %>
                        <p class="text-secondary pl-2"><%= t("reports.investment_performance.and_more", count: data[:sell_trades].count - 5) %></p>
                      <% end %>
                    </div>
                  <% end %>
                </div>
              </details>
            </div>
          <% end %>
        </div>
      </div>
    <% end %>

    <%# Investment Accounts Summary %>
    <% if investment_metrics[:accounts].any? %>
      <div class="space-y-3">
        <h4 class="text-lg font-medium"><%= t("reports.investment_performance.accounts") %></h4>

        <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-3">
          <% investment_metrics[:accounts].each do |account| %>
            <%= link_to account_path(account), class: "bg-container-inset rounded-lg p-4 flex items-center justify-between hover:bg-container-hover transition-colors" do %>
              <div class="flex items-center gap-3">
                <%= render "accounts/logo", account: account, size: "sm" %>
                <div>
                  <p class="font-medium text-primary text-sm"><%= account.name %></p>
                  <p class="text-xs text-secondary"><%= account.short_subtype_label %></p>
                </div>
              </div>
              <p class="font-medium text-primary"><%= format_money(account.balance_money) %></p>
            <% end %>
          <% end %>
        </div>
      </div>
    <% end %>
  </div>
<% end %>