mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-08-05 13:35:21 +02:00
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:
parent
ef4be7948a
commit
7c2091b343
37 changed files with 582 additions and 86 deletions
|
@ -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.
|
||||
|
|
21
config/locales/views/account/holdings/en.yml
Normal file
21
config/locales/views/account/holdings/en.yml
Normal file
|
@ -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
|
|
@ -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:
|
||||
|
|
|
@ -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
|
||||
|
|
Loading…
Add table
Add a link
Reference in a new issue