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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
GitHub
parent
ef4be7948a
commit
7c2091b343
37 changed files with 582 additions and 86 deletions
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<div class="fixed bottom-6 z-10 flex items-center justify-between rounded-xl bg-gray-900 px-4 text-sm text-white w-[420px] py-1.5">
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<div class="flex items-center gap-2">
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<%= check_box_tag "entry_selection", 1, true, class: "maybe-checkbox maybe-checkbox--dark", data: { action: "bulk-select#deselectAll" } %>
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<p data-bulk-select-target="selectionBarText"></p>
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</div>
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<div class="flex items-center gap-1 text-gray-500">
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<%= form_with url: bulk_delete_transactions_path, data: { turbo_confirm: true, turbo_frame: "_top" } do %>
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<button type="button" data-bulk-select-scope-param="bulk_delete" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
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<%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
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</button>
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<% end %>
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</div>
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</div>
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31
app/views/account/entries/entryables/trade/_show.html.erb
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31
app/views/account/entries/entryables/trade/_show.html.erb
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<%# locals: (entry:) %>
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<% trade, account = entry.account_trade, entry.account %>
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<%= drawer do %>
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<div>
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<header class="mb-4 space-y-1">
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<div class="flex items-center gap-4">
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<h3 class="font-medium">
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<span class="text-2xl"><%= format_money -entry.amount_money %></span>
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<span class="text-lg text-gray-500"><%= entry.currency %></span>
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</h3>
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</div>
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<span class="text-sm text-gray-500"><%= entry.date.strftime("%A %d %B") %></span>
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</header>
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<div class="space-y-2">
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<details class="group space-y-2" open>
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".overview") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div class="pb-6 pl-4 text-gray-500">
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<p>Details coming soon...</p>
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</div>
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</details>
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</div>
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</div>
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<% end %>
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41
app/views/account/entries/entryables/trade/_trade.html.erb
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41
app/views/account/entries/entryables/trade/_trade.html.erb
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<%# locals: (entry:, selectable: true, **opts) %>
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<% trade, account = entry.account_trade, entry.account %>
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<div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
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<div class="pr-10 flex items-center gap-4 col-span-6">
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<% if selectable %>
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<%= check_box_tag dom_id(entry, "selection"),
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class: "maybe-checkbox maybe-checkbox--light",
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data: { id: entry.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
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<% end %>
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<div class="max-w-full">
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<%= tag.div class: ["flex items-center gap-2"] do %>
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<div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
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<%= entry.name[0].upcase %>
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</div>
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<div class="truncate text-gray-900">
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<% if entry.new_record? %>
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<%= content_tag :p, entry.name %>
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<% else %>
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<%= link_to entry.name,
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account_entry_path(account, entry),
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data: { turbo_frame: "drawer", turbo_prefetch: false },
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class: "hover:underline hover:text-gray-800" %>
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<% end %>
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</div>
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<% end %>
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</div>
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</div>
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<div class="flex items-center justify-end gap-1 col-span-3">
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<%= tag.p trade.buy? ? t(".buy") : t(".sell") %>
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</div>
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<div class="col-span-3 flex items-center justify-end">
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<%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
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</div>
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</div>
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42
app/views/account/entries/trades.html.erb
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app/views/account/entries/trades.html.erb
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<%= turbo_frame_tag dom_id(@account, "trades") do %>
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<div id="trades" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".trade") %>" class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
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<div class="flex justify-between items-center">
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<h3 class="font-medium text-lg"><%= t(".trades") %></h3>
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<%= link_to new_account_entry_path(@account),
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disabled: true,
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class: "cursor-not-allowed flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
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<span class="text-sm"><%= t(".new") %></span>
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<% end %>
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</div>
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<div class="bg-gray-25 rounded-xl grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-5 py-3">
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<div class="pl-0.5 col-span-6 flex items-center gap-4">
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<%= check_box_tag "selection_entry",
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class: "maybe-checkbox maybe-checkbox--light",
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data: { action: "bulk-select#togglePageSelection" } %>
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<%= tag.p t(".trade") %>
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</div>
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<%= tag.p t(".type"), class: "col-span-3 justify-self-end" %>
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<%= tag.p t(".amount"), class: "col-span-3 justify-self-end" %>
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</div>
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<div>
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<div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
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<%= render "account/entries/entryables/trade/selection_bar" %>
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</div>
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<% if @trades.empty? %>
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<p class="text-gray-500 py-4"><%= t(".no_trades") %></p>
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<% else %>
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<div class="space-y-6">
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<% @trades.group_by(&:date).each do |date, entries| %>
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<%= render "entry_group", date:, entries: entries %>
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<% end %>
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</div>
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<% end %>
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</div>
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</div>
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<% end %>
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@ -12,7 +12,7 @@
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<div id="transactions" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".transaction") %>">
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<div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
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<%= render "selection_bar" %>
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<%= render "account/entries/entryables/transaction/selection_bar" %>
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</div>
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<% if @transaction_entries.empty? %>
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45
app/views/account/holdings/_holding.html.erb
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45
app/views/account/holdings/_holding.html.erb
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<%# locals: (holding:) %>
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<%= turbo_frame_tag dom_id(holding) do %>
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<div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
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<div class="col-span-4 flex items-center gap-4">
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<%= render "shared/circle_logo", name: holding.name %>
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<div>
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<%= link_to holding.name, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
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<%= tag.p holding.symbol, class: "text-gray-500 text-xs uppercase" %>
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</div>
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</div>
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<div class="col-span-2 flex justify-end items-center gap-2">
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<% if holding.weight %>
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<%= render "shared/progress_circle", progress: holding.weight, text_class: "text-blue-500" %>
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<%= tag.p number_to_percentage(holding.weight, precision: 1) %>
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<% else %>
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<%= tag.p "?", class: "text-gray-500" %>
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<% end %>
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</div>
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<div class="col-span-2 text-right">
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<%= tag.p format_money holding.avg_cost %>
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<%= tag.p t(".per_share"), class: "font-normal text-gray-500" %>
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</div>
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<div class="col-span-2 text-right">
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<% if holding.amount_money %>
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<%= tag.p format_money holding.amount_money %>
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<% else %>
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<%= tag.p "?", class: "text-gray-500" %>
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<% end %>
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<%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-gray-500" %>
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</div>
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<div class="col-span-2 text-right">
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<% if holding.trend %>
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<%= tag.p format_money(holding.trend.value), style: "color: #{holding.trend.color};" %>
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<%= tag.p "(#{number_to_percentage(holding.trend.percent, precision: 1)})", style: "color: #{holding.trend.color};" %>
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<% else %>
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<%= tag.p "?", class: "text-gray-500" %>
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<% end %>
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</div>
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</div>
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<% end %>
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1
app/views/account/holdings/_ruler.html.erb
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app/views/account/holdings/_ruler.html.erb
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<div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>
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37
app/views/account/holdings/index.html.erb
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37
app/views/account/holdings/index.html.erb
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<%= turbo_frame_tag dom_id(@account, "holdings") do %>
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<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
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<div class="flex items-center justify-between">
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<%= tag.h2 t(".holdings"), class: "font-medium text-lg" %>
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<%= link_to new_account_holding_path(@account),
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disabled: true,
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data: { turbo_frame: :modal },
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class: "cursor-not-allowed flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
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<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
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<%= tag.span t(".new_holding"), class: "text-sm" %>
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<% end %>
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</div>
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<div class="rounded-xl bg-gray-25 p-1">
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<div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
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<%= tag.p t(".name"), class: "col-span-4" %>
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<%= tag.p t(".weight"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".cost"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".holdings"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".return"), class: "col-span-2 justify-self-end" %>
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</div>
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<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
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<% if @holdings.any? %>
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<%= render partial: "account/holdings/holding", collection: @holdings, spacer_template: "ruler" %>
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<% elsif @account.needs_sync? || true %>
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<div class="flex flex-col justify-center items-center pt-4 pb-8">
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<p class="text-gray-500 p-4"><%= t(".needs_sync") %></p>
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<%= button_to "Sync holding prices", sync_account_path(@account), class: "bg-gray-900 text-white text-sm rounded-lg px-3 py-2" %>
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</div>
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<% else %>
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<p class="text-gray-500 text-sm p-4"><%= t(".no_holdings") %></p>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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1
app/views/account/holdings/new.html.erb
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app/views/account/holdings/new.html.erb
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<p>Coming soon...</p>
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45
app/views/account/holdings/show.html.erb
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app/views/account/holdings/show.html.erb
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<%= drawer do %>
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<div class="space-y-4">
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<header class="flex justify-between">
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<div>
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<%= tag.h3 @holding.name, class: "text-2xl font-medium text-gray-900" %>
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<%= tag.p @holding.symbol.upcase, class: "text-sm text-gray-500" %>
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</div>
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<%= render "shared/circle_logo", name: @holding.name %>
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</header>
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<details class="group space-y-2">
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".overview") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div>
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<p class="pl-4 text-gray-500">Coming soon...</p>
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</div>
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</details>
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<details class="group space-y-2">
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".history") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div>
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<p class="pl-4 text-gray-500">Coming soon...</p>
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</div>
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</details>
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<details class="group space-y-2">
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<summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
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<h4><%= t(".settings") %></h4>
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<%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
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</summary>
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<div>
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<p class="pl-4 text-gray-500">Coming soon...</p>
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</div>
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</details>
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</div>
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<% end %>
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