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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
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37 changed files with 582 additions and 86 deletions
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@ -12,6 +12,10 @@ class Account::EntriesController < ApplicationController
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@valuation_entries = @account.entries.account_valuations.reverse_chronological
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end
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def trades
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@trades = @account.entries.account_trades.reverse_chronological
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end
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def new
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@entry = @account.entries.build.tap do |entry|
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if params[:entryable_type]
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23
app/controllers/account/holdings_controller.rb
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23
app/controllers/account/holdings_controller.rb
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@ -0,0 +1,23 @@
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class Account::HoldingsController < ApplicationController
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layout "with_sidebar"
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before_action :set_account
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before_action :set_holding, only: :show
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def index
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@holdings = @account.holdings.current
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end
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def show
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end
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private
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def set_account
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@account = Current.family.accounts.find(params[:account_id])
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end
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def set_holding
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@holding = @account.holdings.current.find(params[:id])
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end
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end
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