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Code Issues Releases Activity Actions

Deposit, Withdrawal, and Interest Transactions for Investment View (#1075)

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* Trade and Transaction builders

* Consolidate logic

* Remove redundant fields from trade form

* Add deposit, withdrawal, and interest form controls
This commit is contained in:
Zach Gollwitzer 2024-08-09 20:11:27 -04:00 • committed by GitHub
parent f3c44464be
commit 94be117a02
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11 changed files with 286 additions and 17 deletions
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29
app/views/account/trades/_form.html.erb
View file

@ -1,17 +1,32 @@
<%# locals: (entry:) %>
<%= styled_form_with data: { turbo_frame: "_top" },
<%= styled_form_with data: { turbo_frame: "_top", controller: "trade-form" },
scope: :account_entry,
url: entry.new_record? ? account_trades_path(entry.account) : account_entry_path(entry.account, entry) do |form| %>
<div class="space-y-4">
<div class="space-y-2">
<%= form.select :type, options_for_select([%w[Buy buy], %w[Sell sell]], "buy"), label: t(".type") %>
<%= form.text_field :ticker, value: nil, label: t(".holding"), placeholder: t(".ticker_placeholder") %>
<%= form.select :type, options_for_select([%w[Buy buy], %w[Sell sell], %w[Deposit transfer_in], %w[Withdrawal transfer_out], %w[Interest interest]], "buy"), { label: t(".type") }, { data: { "trade-form-target": "typeInput" } } %>
<div data-trade-form-target="tickerInput">
<%= form.text_field :ticker, value: nil, label: t(".holding"), placeholder: t(".ticker_placeholder") %>
</div>
<%= form.date_field :date, label: true %>
<%= form.hidden_field :currency, value: entry.account.currency %>
<%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0 %>
<%= money_with_currency_field form, :price_money, label: t(".price"), disable_currency: true %>
<%= form.hidden_field :currency, value: entry.account.currency %>
<div data-trade-form-target="amountInput" hidden>
<%= money_with_currency_field form, :amount_money, label: t(".amount"), disable_currency: true %>
</div>
<div data-trade-form-target="transferAccountInput" hidden>
<%= form.collection_select :transfer_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") } %>
</div>
<div data-trade-form-target="qtyInput">
<%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0 %>
</div>
<div data-trade-form-target="priceInput">
<%= money_with_currency_field form, :price_money, label: t(".price"), disable_currency: true %>
</div>
</div>
<%= form.submit t(".submit") %>

2
app/views/account/trades/_trade.html.erb
View file

@ -42,7 +42,7 @@
<div class="col-span-3 flex items-center justify-end">
<% if entry.account_transaction? %>
<%= tag.p format_money(entry.amount_money), class: { "text-green-500": entry.inflow? } %>
<%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": entry.inflow? } %>
<% else %>
<%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
<% end %>

4
app/views/account/transactions/_transaction.html.erb
View file

@ -13,14 +13,14 @@
<div class="max-w-full">
<%= content_tag :div, class: ["flex items-center gap-2"] do %>
<div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
<%= entry.name[0].upcase %>
<%= entry_name(entry).first.upcase %>
</div>
<div class="truncate text-gray-900">
<% if entry.new_record? %>
<%= content_tag :p, entry.name %>
<% else %>
<%= link_to entry.name,
<%= link_to entry_name(entry),
account_entry_path(account, entry),
data: { turbo_frame: "drawer", turbo_prefetch: false },
class: "hover:underline hover:text-gray-800" %>