Maybe/app/views/account/valuations/_form.html.erb

<%# locals: (entry:) %>

<%= styled_form_with model: entry, url: account_valuations_path, class: "space-y-4" do |form| %>
  <%= form.hidden_field :account_id %>

  <% if entry.errors.any? %>
    <%= render "shared/form_errors", model: entry %>
  <% end %>

  <div class="space-y-3">
    <%= form.hidden_field :name, value: "Balance update" %>
    <%= form.date_field :date, label: true, required: true, value: Date.current, min: Account::Entry.min_supported_date, max: Date.current %>
    <%= form.money_field :amount, label: t(".amount"), required: true %>
  </div>

  <%= form.submit t(".submit") %>
<% end %>
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`<%# locals: (entry:) %>`
Allow user to add buy and sell trade transactions for investment accounts (#1066) * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates 2024-08-09 11:22:57 -04:00
Improve account transaction, trade, and valuation editing and sync experience (#1506) * Consolidate entry controller logic * Transaction builder * Update trades controller to use new params * Load account charts in turbo frames, fix PG overflow * Consolidate tests * Tests passing * Remove unused code * Add client side trade form validations 2024-11-27 16:01:50 -05:00			`<%= styled_form_with model: entry, url: account_valuations_path, class: "space-y-4" do \|form\| %>`
			`<%= form.hidden_field :account_id %>`

			`<% if entry.errors.any? %>`
			`<%= render "shared/form_errors", model: entry %>`
			`<% end %>`

Account Activity View + Account Forms (#1406) * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects 2024-11-04 20:27:31 -05:00			`<div class="space-y-3">`
Preserve original transaction names when enriching (#1556) * Preserve original transaction name * Remove stale method * Fix tests 2024-12-19 10:16:09 -05:00			`<%= form.hidden_field :name, value: "Balance update" %>`
Plaid portfolio sync algorithm and calculation improvements (#1526) * Start tests rework * Cash balance on schema * Add reverse syncer * Reverse balance sync with holdings * Reverse holdings sync * Reverse holdings sync should work with only trade entries * Consolidate brokerage cash * Add forward sync option * Update new balance info after syncs * Intraday balance calculator and sync fixes * Show only balance for trade entries * Tests passing * Update Gemfile.lock * Cleanup, performance improvements * Remove account reloads for reliable sync outputs * Simplify valuation view logic * Special handling for Plaid cash holding 2024-12-10 17:41:20 -05:00			`<%= form.date_field :date, label: true, required: true, value: Date.current, min: Account::Entry.min_supported_date, max: Date.current %>`
Fix transfers and form currencies (#1477) 2024-11-18 15:50:47 -05:00			`<%= form.money_field :amount, label: t(".amount"), required: true %>`
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`</div>`
Account Activity View + Account Forms (#1406) * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects 2024-11-04 20:27:31 -05:00
			`<%= form.submit t(".submit") %>`
Account::Entry Delegated Type (namespace updates part 7) (#923) * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code 2024-07-01 10:49:43 -04:00			`<% end %>`