mirror of
https://github.com/maybe-finance/maybe.git
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104 lines
4.7 KiB
Text
104 lines
4.7 KiB
Text
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<%= tag.div id: id, data: { bulk_select_target: "group" }, class: "bg-container-inset rounded-xl p-1 w-full" do %>
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<details class="group">
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<summary>
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<div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-secondary">
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<div class="flex pl-0.5 items-center gap-4">
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<%= check_box_tag "#{date}_entries_selection",
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class: ["checkbox checkbox--light", "hidden": entries.size == 0],
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id: "selection_entry_#{date}",
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data: { action: "bulk-select#toggleGroupSelection" } %>
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<p class="uppercase space-x-1.5">
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<%= tag.span I18n.l(date, format: :long) %>
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<span>·</span>
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<%= tag.span entries.size %>
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</p>
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</div>
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<div class="flex items-center gap-4">
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<div class="flex items-center gap-2">
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<span class="font-medium"><%= balance_trend.current.format %></span>
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<%= render DS::Tooltip.new(text: "The end of day balance, after all transactions and adjustments", placement: "left", size: "sm") %>
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</div>
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<%= helpers.icon "chevron-down", class: "group-open:rotate-180" %>
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</div>
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</div>
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</summary>
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<div class="p-4 space-y-3">
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Start of day balance
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<%= render DS::Tooltip.new(text: "The account balance at the beginning of this day, before any transactions or value changes", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd class="font-bold"><%= start_balance_money.format %></dd>
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</dl>
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<% if account.balance_type == :investment %>
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Δ Cash
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<%= render DS::Tooltip.new(text: "Net change in cash from deposits, withdrawals, and other cash transactions during the day", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd><%= cash_change_money.format %></dd>
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</dl>
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Δ Holdings
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<%= render DS::Tooltip.new(text: "Net change in investment holdings value from buying, selling, or market price movements", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd><%= holdings_change_money.format %></dd>
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</dl>
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<% else %>
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Δ Cash
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<%= render DS::Tooltip.new(text: "Net change in cash balance from all transactions during the day", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd><%= cash_change_money.format %></dd>
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</dl>
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<% end %>
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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End of day balance
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<%= render DS::Tooltip.new(text: "The calculated balance after all transactions but before any manual adjustments or reconciliations", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd class="font-medium"><%= end_balance_before_adjustments_money.format %></dd>
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</dl>
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<hr class="border border-primary">
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Δ Value adjustments
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<%= render DS::Tooltip.new(text: "Adjustments are either manual reconciliations made by the user or adjustments due to market price changes throughout the day", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-secondary">
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<dd><%= adjustments_money.format %></dd>
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</dl>
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<dl class="flex gap-4 items-center text-sm text-primary">
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<dt class="flex items-center gap-2">
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Closing balance
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<%= render DS::Tooltip.new(text: "The final account balance for the day, after all transactions and adjustments have been applied", placement: "left", size: "sm") %>
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</dt>
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<hr class="grow border-dashed border-primary">
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<dd class="font-bold"><%= end_balance_money.format %></dd>
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</dl>
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</div>
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</details>
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<div class="bg-container shadow-border-xs rounded-lg">
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<% entries.each do |entry| %>
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<%= render entry, view_ctx: "account" %>
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<% end %>
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</div>
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<% end %>
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