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* Add cost basis tracking and management to holdings - Added migration to introduce `cost_basis_source` and `cost_basis_locked` fields to `holdings`. - Implemented backfill for existing holdings to set `cost_basis_source` based on heuristics. - Introduced `Holding::CostBasisReconciler` to manage cost basis resolution logic. - Added user interface components for editing and locking cost basis in holdings. - Updated `materializer` to integrate reconciliation logic and respect locked holdings. - Extended tests for cost basis-related workflows to ensure accuracy and reliability. * Fix cost basis calculation in holdings controller - Ensure `cost_basis` is converted to decimal for accurate arithmetic. - Fix conditional check to properly validate positive `cost_basis`. * Improve cost basis validation and error handling in holdings controller - Allow zero as a valid cost basis for gifted/inherited shares. - Add error handling with user feedback for invalid cost basis values. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
31 lines
1.1 KiB
JavaScript
31 lines
1.1 KiB
JavaScript
import { Controller } from "@hotwired/stimulus"
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// Handles bidirectional conversion between total cost basis and per-share cost
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// in the manual cost basis entry form.
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export default class extends Controller {
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static targets = ["total", "perShare", "perShareValue"]
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static values = { qty: Number }
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// Called when user types in the total cost basis field
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// Updates the per-share display and input to show the calculated value
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updatePerShare() {
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const total = Number.parseFloat(this.totalTarget.value) || 0
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const qty = this.qtyValue || 1
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const perShare = qty > 0 ? (total / qty).toFixed(2) : "0.00"
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this.perShareValueTarget.textContent = perShare
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if (this.hasPerShareTarget) {
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this.perShareTarget.value = perShare
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}
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}
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// Called when user types in the per-share field
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// Updates the total cost basis field with the calculated value
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updateTotal() {
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const perShare = Number.parseFloat(this.perShareTarget.value) || 0
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const qty = this.qtyValue || 1
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const total = (perShare * qty).toFixed(2)
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this.totalTarget.value = total
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this.perShareValueTarget.textContent = perShare.toFixed(2)
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}
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}
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