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Add confirmation dialog for balance reconciliation creates and updates (#2457)
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Zach Gollwitzer 2025-07-15 18:58:40 -04:00 • committed by GitHub
parent c1d98fe73b
commit 89cc64418e
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13 changed files with 180 additions and 49 deletions
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app/views/valuations/_confirmation_contents.html.erb Normal file
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<div class="space-y-4 text-sm text-secondary">
<% if account.investment? %>
<% holdings_value = account.investment.holdings_value_for_date(entry.date) %>
<% brokerage_cash = entry.amount - holdings_value %>
<p>This will <%= action_verb %> the account value on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to:</p>
<div class="bg-container rounded-lg p-4 space-y-2 border border-primary">
<div class="flex justify-between">
<span>Total account value</span>
<span class="font-medium text-primary"><%= entry.amount_money.format %></span>
</div>
<div class="flex justify-between text-xs">
<span>Holdings value</span>
<span><%= Money.new(holdings_value, account.currency).format %></span>
</div>
<div class="flex justify-between text-xs">
<span>Brokerage cash</span>
<span class="<%= brokerage_cash.negative? ? "text-red-500" : "text-green-500" %>"><%= Money.new(brokerage_cash, account.currency).format %></span>
</div>
</div>
<% else %>
<p><%= action_verb.capitalize %>
<% if account.depository? %>
account balance
<% elsif account.credit_card? %>
credit card balance
<% elsif account.loan? %>
loan balance
<% elsif account.property? %>
property value
<% elsif account.vehicle? %>
vehicle value
<% elsif account.crypto? %>
crypto balance
<% elsif account.other_asset? %>
asset value
<% elsif account.other_liability? %>
liability balance
<% else %>
balance
<% end %>
on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to
<span class="font-medium text-primary"><%= entry.amount_money.format %></span>.
</p>
<% end %>
<p>All future transactions and balances will be recalculated based on this <%= is_update ? "change" : "update" %>.</p>
</div>