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eac5d5e663
* Placeholder logic for missing prices * Generate holdings properly for "offline" securities * Separate forward and reverse calculators for holdings and balances * Remove unnecessary currency conversion during sync * Clearer sync process * Move price caching logic to dedicated model * Base holding calculator * Base calculator for balances * Finish balance calculators * Better naming * Logs cleanup * Remove stale data type * Remove stale test * Fix price lookup logic for holdings sync * Fix Plaid item sync regression * Remove temp logging * Calculate cash and holdings series * Add holdings, cash, and balance series dropdown for investments
37 lines
1.5 KiB
Plaintext
37 lines
1.5 KiB
Plaintext
<%# locals: (account:, title: nil, tooltip: nil, chart_view: nil, **args) %>
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<% period = @period || Period.last_30_days %>
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<% default_value_title = account.asset? ? t(".balance") : t(".owed") %>
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<div id="<%= dom_id(account, :chart) %>" class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg space-y-2">
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<div class="flex justify-between px-4 pt-4 mb-2">
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<div class="space-y-2">
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<div class="flex items-center gap-1">
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<%= tag.p title || default_value_title, class: "text-sm font-medium text-secondary" %>
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<%= tooltip %>
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</div>
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<%= tag.p format_money(account.balance_money), class: "text-primary text-3xl font-medium" %>
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</div>
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<%= form_with url: request.path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
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<div class="flex items-center gap-2">
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<% if chart_view.present? %>
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<%= form.select :chart_view,
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[["Total value", "balance"], ["Holdings", "holdings_balance"], ["Cash", "cash_balance"]],
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{ selected: chart_view },
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class: "border border-secondary rounded-lg text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0",
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data: { "auto-submit-form-target": "auto" }
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%>
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<% end %>
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<%= period_select form: form, selected: period %>
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</div>
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<% end %>
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</div>
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<%= turbo_frame_tag dom_id(account, :chart_details), src: chart_account_path(account, period: period.key, chart_view: chart_view) do %>
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<%= render "accounts/chart_loader" %>
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<% end %>
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</div>
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