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Allow user to add buy and sell trade transactions for investment accounts (#1066)

* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
This commit is contained in:
Zach Gollwitzer 2024-08-09 11:22:57 -04:00 committed by GitHub
parent 6bca35fa22
commit e05f03b314
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75 changed files with 801 additions and 624 deletions

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@ -30,6 +30,28 @@ module Account::EntriesHelper
mixed_hex_styles(color)
end
def entry_name(entry)
if entry.account_trade?
trade = entry.account_trade
prefix = trade.sell? ? "Sell " : "Buy "
generated = prefix + "#{trade.qty.abs} shares of #{trade.security.ticker}"
name = entry.name || generated
name
else
entry.name
end
end
def entries_by_date(entries, selectable: true)
entries.group_by(&:date).map do |date, grouped_entries|
content = capture do
yield grouped_entries
end
render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
end.join.html_safe
end
private
def permitted_entryable_key(entry)