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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

@ -10,7 +10,18 @@ en:
description: Try adding an entry, editing filters or refining your search
title: No entries found
entryables:
trade:
show:
overview: Overview
trade:
buy: Buy
sell: Sell
transaction:
selection_bar:
mark_transfers: Mark as transfers?
mark_transfers_confirm: Mark as transfers
mark_transfers_message: By marking transactions as transfers, they will
no longer be included in income or spending calculations.
show:
account_label: Account
account_placeholder: Select an account
@ -57,11 +68,13 @@ en:
value_update: Value update
loading:
loading: Loading entries...
selection_bar:
mark_transfers: Mark as transfers?
mark_transfers_confirm: Mark as transfers
mark_transfers_message: By marking transactions as transfers, they will no
longer be included in income or spending calculations.
trades:
amount: Amount
new: New trade
no_trades: No trades for this account yet.
trade: trade
trades: Trades
type: Type
transactions:
new: New transaction
no_transactions: No transactions for this account yet.

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@ -0,0 +1,21 @@
---
en:
account:
holdings:
holding:
per_share: per share
shares: "%{qty} shares"
index:
cost: cost
holdings: Holdings
name: name
needs_sync: Your account needs to sync the latest prices to calculate this
portfolio
new_holding: New holding
no_holdings: No holdings to show.
return: total return
weight: weight
show:
history: History
overview: Overview
settings: Settings

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@ -56,12 +56,14 @@ en:
information because you'll need to add it as a new account.</p>"
confirm_title: Delete account?
edit: Edit
holdings: Holdings
import: Import transactions
no_change: No change
sync_message_missing_rates: Since exchange rates haven't been synced, balance
graphs may not reflect accurate values.
sync_message_unknown_error: An error has occurred during the sync.
total_value: Total Value
trades: Trades
transactions: Transactions
value: Value
summary:

View file

@ -78,10 +78,13 @@ Rails.application.routes.draw do
scope module: :account do
resource :logo, only: :show
resources :holdings, only: %i[ index new show ]
resources :entries, except: :index do
collection do
get "transactions", as: :transaction
get "valuations", as: :valuation
get "trades", as: :trade
end
end
end