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e290e3d4a1
* Implement recurring transactions support * Amount fix * Hide section when any filter is applied * Add automatic identify feature Automatic identification runs after: - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport) - Plaid sync completes - SimpleFIN sync completes - LunchFlow sync completes - Any new provider that we create. * Fix linter and tests * Fix address review * FIX proper text sizing * Fix further linter Use circular distance to handle month-boundary wrapping * normalize to a circular representation before computing the median * Better tests validation * Added some UI info Fix pattern identification, last recurrent transaction needs to happened within the last 45 days. * Fix styling * Revert text subdued look * Match structure of the other sections * Styling * Restore positive amounts styling * Shorten label for UI styling --------- Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
60 lines
2.3 KiB
Plaintext
60 lines
2.3 KiB
Plaintext
<%# locals: (model:, account:) %>
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<% type = params[:type] || "buy" %>
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<%= styled_form_with url: trades_path(account_id: account&.id), scope: :model, data: { controller: "trade-form" } do |form| %>
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<div class="space-y-4">
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<% if model.errors.any? %>
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<%= render "shared/form_errors", model: model %>
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<% end %>
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<div class="space-y-2">
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<%= form.select :type, [
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["Buy", "buy"],
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["Sell", "sell"],
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["Deposit", "deposit"],
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["Withdrawal", "withdrawal"],
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["Interest", "interest"]
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],
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{ label: t(".type"), selected: type },
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{ data: {
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action: "trade-form#changeType",
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trade_form_url_param: new_trade_path(account_id: account&.id),
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trade_form_key_param: "type",
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}} %>
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<% if %w[buy sell].include?(type) %>
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<% if Security.provider.present? %>
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<div class="form-field combobox">
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<%= form.combobox :ticker,
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securities_path(country_code: Current.family.country),
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name_when_new: "entry[manual_ticker]",
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label: t(".holding"),
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placeholder: t(".ticker_placeholder"),
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required: true %>
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</div>
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<% else %>
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<%= form.text_field :manual_ticker, label: "Ticker symbol", placeholder: "AAPL", required: true %>
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<% end %>
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<% end %>
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<%= form.date_field :date, label: true, value: model.date || Date.current, required: true %>
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<% unless %w[buy sell].include?(type) %>
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<%= form.money_field :amount, label: t(".amount"), value: model.amount, required: true %>
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<% end %>
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<% if %w[deposit withdrawal].include?(type) %>
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<%= form.collection_select :transfer_account_id, Current.family.accounts.visible.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") } %>
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<% end %>
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<% if %w[buy sell].include?(type) %>
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<%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0.000000000000000001, step: "any", required: true %>
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<%= form.money_field :price, label: t(".price"), step: "any", precision: 10, required: true %>
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<% end %>
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</div>
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<%= form.submit t(".submit") %>
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</div>
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<% end %>
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