Files
sure/app/views/transactions/_transaction.html.erb
Zach Gollwitzer e8eb32d2ae Start and end balance breakdown in activity view (#2466)
* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
2025-07-18 17:56:25 -04:00

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<%# locals: (entry:, balance_trend: nil, view_ctx: "global") %>
<% transaction = entry.entryable %>
<%= turbo_frame_tag dom_id(entry) do %>
<%= turbo_frame_tag dom_id(transaction) do %>
<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 lg:p-4 <%= entry.excluded ? "opacity-50 text-gray-400" : "" %>">
<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8">
<%= check_box_tag dom_id(entry, "selection"),
disabled: transaction.transfer.present?,
class: "checkbox checkbox--light",
data: {
id: entry.id,
"bulk-select-target": "row",
action: "bulk-select#toggleRowSelection"
} %>
<div class="max-w-full">
<%= content_tag :div, class: ["flex items-center gap-2"] do %>
<% if transaction.merchant&.logo_url.present? %>
<%= image_tag transaction.merchant.logo_url,
class: "w-6 h-6 rounded-full",
loading: "lazy" %>
<% else %>
<%= render DS::FilledIcon.new(
variant: :text,
text: entry.name,
size: "sm",
rounded: true
) %>
<% end %>
<div class="truncate">
<div class="space-y-0.5">
<div class="flex items-center gap-1 min-w-0">
<div class="truncate flex-shrink">
<% if transaction.transfer? %>
<%= link_to(
entry.name,
transaction.transfer.present? ? transfer_path(transaction.transfer) : entry_path(entry),
data: {
turbo_frame: "drawer",
turbo_prefetch: false
},
class: "hover:underline"
) %>
<% else %>
<%= link_to(
entry.name,
entry_path(entry),
data: {
turbo_frame: "drawer",
turbo_prefetch: false
},
class: "hover:underline"
) %>
<% end %>
</div>
<div class="flex items-center gap-1 flex-shrink-0">
<% if transaction.one_time? %>
<span class="text-orange-500" title="One-time <%= entry.amount.negative? ? "income" : "expense" %> (excluded from averages)">
<%= icon "asterisk", size: "sm", color: "current" %>
</span>
<% end %>
<% if transaction.transfer.present? %>
<%= render "transactions/transfer_match", transaction: transaction %>
<% end %>
</div>
</div>
<div class="text-secondary text-xs font-normal hidden lg:block">
<% if transaction.transfer? %>
<span class="text-secondary">
<%= transaction.loan_payment? ? "Loan Payment" : "Transfer" %> • <%= entry.account.name %>
</span>
<% else %>
<%= link_to entry.account.name,
account_path(entry.account, tab: "transactions"),
data: { turbo_frame: "_top" },
class: "hover:underline" %>
<% end %>
</div>
</div>
</div>
<% end %>
</div>
</div>
<div class="hidden lg:flex items-center gap-1 col-span-2">
<%= render "transactions/transaction_category", transaction: transaction %>
</div>
<div class="col-span-2 ml-auto text-right">
<%= content_tag :p,
transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
class: ["text-green-600": entry.amount.negative?] %>
</div>
</div>
<% end %>
<% end %>