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Basic Portfolio Views (#1000)

* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
This commit is contained in:
Zach Gollwitzer 2024-07-25 16:46:04 -04:00 committed by GitHub
parent ef4be7948a
commit 7c2091b343
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37 changed files with 582 additions and 86 deletions

View file

@ -12,6 +12,10 @@ class Account::EntriesController < ApplicationController
@valuation_entries = @account.entries.account_valuations.reverse_chronological
end
def trades
@trades = @account.entries.account_trades.reverse_chronological
end
def new
@entry = @account.entries.build.tap do |entry|
if params[:entryable_type]

View file

@ -0,0 +1,23 @@
class Account::HoldingsController < ApplicationController
layout "with_sidebar"
before_action :set_account
before_action :set_holding, only: :show
def index
@holdings = @account.holdings.current
end
def show
end
private
def set_account
@account = Current.family.accounts.find(params[:account_id])
end
def set_holding
@holding = @account.holdings.current.find(params[:id])
end
end